Professional files retain records relevant to engagement. A client’s broader family record may include documents, photographs, recordings and contextual information held across people, homes and devices.
Tiora helps families organise the wider record, establishing access and succession to complement professional custody or advice.
Succession transfers assets and responsibilities. It also carries the records, stories and context that shape a family’s identity. Both require deliberate stewardship across generations. Tiora works directly with the family to:
The adviser pathway is for solicitors, accountants, wealth advisers, family offices, executors and others helping families prepare for continuity across generations.
Consider an introduction when:
A referral does not give Tiora access to the adviser's file or make the adviser part of the family's archive. Tiora communicates with the client directly and shares information only with their authority.
Before accepting material, Tiora confirms who controls it, whose consent is required and who may view, contribute to or manage it. Material that should remain restricted or held elsewhere is excluded.
Each family archive uses permission-based member access. Tiora uses cloud and service providers in Australia and overseas, with safeguards designed to reduce unauthorised access, loss and misuse. Access and responsibility can change with the family's needs.
Tiora is not a law firm, registry or regulated custodian and does not provide legal, tax or financial advice. Questions of ownership, privilege, capacity or dispute remain with qualified professionals.
Make the family record part of succession planning
If clients are asking who will keep the wider family record, how relatives will find what matters or who will carry responsibility forward, Tiora can help. Let's discuss where the service could complement your work and how to make introductions with clear boundaries.
