Software for family offices in New Zealand
One platform for multi-asset opportunity intake, diligence, portfolio consolidation, governance and beneficiary reporting, priced in NZD.
Reuben AI is used by family office teams across multiple jurisdictions. This page summarises how the platform fits the regulatory and structural context that family office teams in New Zealand typically operate in.
A family office manages capital across every asset class at once, for a small number of principals with long horizons. The operating problem is consolidation: public and private holdings, direct deals, funds and operating businesses rarely sit anywhere near each other.
Regulatory context in New Zealand
The primary financial services regulator is FMA (Financial Markets Authority).
New Zealand private funds are typically NZ Limited Partnerships under the Limited Partnerships Act 2008, or Managed Investment Schemes (including KiwiSaver and wholesale funds) licensed by the FMA under the Financial Markets Conduct Act 2013.
NZ family offices typically operate through private trusts and limited partnerships; managing external capital requires FMA licensing under the Financial Markets Conduct Act 2013.
Common fund structures we see
- New Zealand Limited Partnership under the Limited Partnerships Act 2008
- Managed Investment Scheme licensed under the Financial Markets Conduct Act 2013
- KiwiSaver Scheme licensed under the Financial Markets Conduct Act 2013
- Wholesale Fund offered under Schedule 1 of the Financial Markets Conduct Act 2013
Reuben AI is structure-agnostic. It stores investment, LP and portfolio data in a shared model that maps cleanly onto each of the vehicle wrappers above. It is not a legal, tax or regulatory advice tool. Fund formation and structure decisions should be taken with qualified local counsel.
See Reuben AI in your New Zealand workflow
How family office teams in New Zealand actually operate
Most family offices know their total position only as often as someone rebuilds it. Custodian statements, fund capital account notices, direct investment records and property valuations arrive at different times in different formats, and the consolidated view is a spreadsheet refreshed quarterly at best. Decisions get made against a picture that is already out of date.
The second issue is continuity. Family offices are small teams holding decades of context, and much of it is undocumented. Reuben AI keeps holdings, decisions and documents on one record, so the consolidated position is current and the reasoning behind past decisions survives a change of staff or a generational handover.
The recurring work Reuben AI carries
Consolidated position
Direct holdings, fund commitments, operating businesses and property in one view across every entity.
Commitment and call management
Undrawn commitments, call notices and distributions tracked so liquidity planning is based on real obligations.
Direct deal assessment
Opportunities assessed against the family's own criteria, with the record retained whether or not the deal proceeds.
Governance and continuity
Decisions, mandates and their rationale documented so context survives the people who hold it.
Local structuring, tax and regulatory advice remains with the fund's counsel and administrator. Reuben AI is software and is not registered with FMA (Financial Markets Authority).
Common questions
Can a family office see every asset class in one place?
Yes. That consolidation is the point: private holdings, fund interests, operating businesses and other assets sit on one record rather than in separate systems.
How are external fund commitments handled?
Commitments, calls, distributions and reported valuations are tracked per fund, so undrawn exposure and liquidity needs are visible rather than estimated.
Is it suitable for a multi-family office?
Yes. Each family's data is segregated, while the office can operate across them from one platform.
Also available for New Zealand
VC funds · PE funds · Private credit funds · Real estate funds
Sources
Every regulator, framework and jurisdictional fact on this page is drawn from the primary sources below. This page is informational and does not constitute legal, tax or regulatory advice.