PolarisOrtiz household2 members
Sam OrtizPrincipal
Jonah PellDesigner
Pack · Family Office
The same model, quieter.
Households bound to the people already in Contacts. Members, gifts, and counsel — not a second operating system.
A household is people you already have. The office, the fund, and the docket can sit on the same graph when those packs are on.
Family OS does not fork the contact file.
ContactSam Ortiz
CompanyHarbor & Co.
Gift$2,500 General
Objects
On the same graph.
HH
Households
A name, the members, notes. Bound to contacts.
MEM
Members
People already in Contacts, or only in the household.
GFT
Linked gifts
If the Nonprofit pack is on, a member can also be a donor.
LAW
Linked matters
If Legal is on, the engagement sits on the same company.
Workspace
Enable the pack. Do not fork the file.
Packs attach in the workspace. Work orders, gifts, households, and matters write back to the company, deal, and ticket.
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