⬡ Introducing ThinkGrid

Stop Guessing.
Start Commanding.

You have estate docs no one's read in years. Insurance policies full of gaps. Assets your advisor has never seen. ThinkGrid reads all of it — surfaces what's broken, what's missing, and what to do next. Wealth. Law. Medicine. Accounting. One platform that finally knows your whole picture.

Unified Intelligence · Powered by ThinkGrid
Get Early Access → See ThinkGrid ↓
🧠 ThinkGrid engine
⚖️ Law · CPA · Estate
🧬 Clinical & compliance
🔒 Bank-grade encryption
thecompendiumco.com/app
Total Net Worth
$48,241,380
Gold Holdings
10,000 oz
Portfolio P&L
+$28.4M
Live BTC
$66,840
Everything You Need

Built for complexity.
Designed for clarity.

Every asset class, every entity, every document, and every metric — unified in a single ThinkGrid-powered platform. Nothing slips through the cracks.

⚖️
Precious Metals
Track every ounce of gold and silver across multiple custodians. Live spot prices from GoldAPI with real-time P&L, cost basis, and ThinkGrid portfolio analysis. Push + email alerts when gold or silver moves ≥3% in a session.
📈
Equities & Crypto
Stocks, ETFs, and cryptocurrency portfolios with live market data — BTC, ETH, XRP, SOL, and thousands of equities. Watchlists, P&L tracking, cost basis, and ThinkGrid concentration risk analysis per holding.
💎
Live Net Worth Dashboard
One accurate number, updated in real time. Every asset class — metals, equities, crypto, real estate, businesses, cash, and other assets — flows into a single net worth figure. Toggle any item in or out with the built-in manager. Export a printable PDF net worth statement on demand.
🏛️
Estate & Household Management
Staff tasks, housekeeping schedules, room-by-room status, guest reservation system, project tracking, and grocery management. Estate managers and principals share one live view with role-based access for every staff member.
🏢
Multi-Entity Holdings
Real estate portfolios with equity calculations, private business interests with ownership percentages, company loans, homes, cash accounts, liabilities, and other assets — all tracked in one place with net worth integration.
💼
Business Financials
Connect QuickBooks, Xero, or FreshBooks to sync live P&L and balance sheet data with 24-month history. View monthly revenue, COGS, gross profit, net income, and margins. ThinkGrid analyzes trends, flags anomalies, and surfaces advisor questions.
🧾
Tax Document Intelligence
Upload tax returns, K-1s, W-2s, 1099s, and estimated tax documents. ThinkGrid extracts AGI, effective rate, key numbers, and generates optimization opportunities, red flags, and specific questions to ask your accountant — automatically.
📜
Estate Document Analysis
Store and ThinkGrid-analyze trusts, powers of attorney, P&L statements, and estate planning documents. ThinkGrid flags urgent action items (like estate tax exemption sunsets), identifies stale provisions, and surfaces questions for your attorney.
🛡️
Insurance Management
Track life, property, umbrella, auto, and specialty policies with full coverage details, premium tracking, agent contacts, and policy documents. ThinkGrid analyzes each policy for gaps and cross-compares all policies to find coverage overlaps and recommendations.
💰
Personal Expense Tracking
Sync personal spending directly from QuickBooks. View expenses by category with a date range picker and a 12-month bar chart — all without manual data entry. See exactly where money goes each month.
🔔
Market Alerts & Notifications
Receive instant push notifications and email alerts when gold or silver moves ≥3%, individual stocks move ≥3%, or market indices post significant moves at market close. Alerts are tenant-specific — clients only receive alerts relevant to their portfolio.
🏦
Bank & Brokerage Connections
Connect 12,000+ banks and brokerages via Plaid for live account balances, transactions, and investment data. Accounts sync automatically and flow directly into the net worth calculation.
11,000+
Active Clients
45,000+
Active Users
20+
Hours Saved / Week
4–6 wks
Live & Running
12,000+
Banks via Plaid
6
ThinkGrid Analysis Modules
AWS
Encrypted & Backed Up
No Other Wealth Platform Does This

ThinkGrid Intelligence Across Every Asset, Document & Business

Every other wealth platform stops at net worth tracking. Compendium adds ThinkGrid analysis on top of every major data point — tax returns, estate documents, insurance policies, business financials, and investment portfolios — surfacing insights, red flags, and advisor questions that used to require hours of manual review. Combined with estate management, real-time messaging, accounting sync, and live bank connections, it's the only platform that covers the full picture.

✓ ThinkGrid Tax Analysis ✓ ThinkGrid Estate Doc Review ✓ ThinkGrid Portfolio Analysis ✓ ThinkGrid Business Financials ✓ ThinkGrid Insurance Comparison ✓ Real-Time Market Alerts ✓ QuickBooks / Xero / FreshBooks ✓ 12,000+ Banks via Plaid ✓ Estate & Staff Management ✓ Push & Email Notifications
ThinkGrid
Powered by ThinkGrid

Your wealth team,
powered by ThinkGrid.

Compendium embeds ThinkGrid analysis directly into every major financial module. Documents are read and understood. Portfolios are evaluated for risk. Businesses are assessed for health. Every analysis surfaces specific action items — not generic advice.

🧾
Tax Return Analysis
Upload any tax document (PDF or image). ThinkGrid reads the full return and extracts AGI, taxable income, effective rate, and all key numbers. Then generates:
  • 🚩Red flags & audit risk items
  • 💡Optimization & tax savings opportunities
  • 💬Specific questions to ask your accountant
  • 📊Year-over-year comparisons & trends
📜
Estate Document Review
Upload trusts, powers of attorney, wills, and P&L statements. ThinkGrid reads and analyzes each document for:
  • ⚠️Urgent items (estate tax exemption sunsets, outdated clauses)
  • ✅Required action items & document reviews
  • 💬Questions to ask your estate attorney
  • 📋Key provisions summary & next review dates
🛡️
Insurance Portfolio Review
Analyze individual policies and compare your entire insurance portfolio at once. ThinkGrid identifies:
  • 🔍Coverage gaps across all policies
  • 💡Overlap & premium savings opportunities
  • 📊Cross-policy comparison table
  • 💬Best policy for each scenario
⚖️
Portfolio Analysis
ThinkGrid analyzes your precious metals, equities, and crypto portfolios separately — then surfaces:
  • ⚠️Concentration risks & diversification alerts
  • 💡Rebalancing & positioning recommendations
  • 📈Best and worst performers with context
  • 💬Questions to raise with your advisor
💼
Business Financial Analysis
Pull 24 months of P&L and balance sheet data from QuickBooks. ThinkGrid analyzes your business performance month-by-month and flags:
  • 🚩Revenue declines, margin compression, anomalies
  • 📊Growth trends & best/worst months
  • 💡Financial optimization opportunities
  • 💬Specific questions for your management team
🔔
Real-Time Market Alerts
Automated alerts fire the moment markets move — delivered via push notification to your device and email simultaneously:
  • ⚖️Gold & silver ≥3% intraday move
  • 📈Individual stocks in your portfolio ≥3%
  • 🏛️Market indices significant daily close
  • 🎯Alerts scoped to each client's actual holdings
Every ThinkGrid analysis is stored and refreshable. Run analysis once and the results are saved to the platform. Re-analyze any time a new document is uploaded, a portfolio changes, or financial data updates. All analyses reference your real data — not generic benchmarks.
Pricing

Simple, transparent pricing.
Per attorney, not per client.

Estate law firms pay per attorney seat. Direct families pay one flat rate. No per-client gotchas, no surprise overage bills — just predictable software your firm and your clients can plan around.

Family Direct
$99 / month
For self-managing high-net-worth households.
  • ✓ Full estate suite — wealth, family tree, business org, document AI
  • ✓ Estate roadmap + transition playbook generation
  • ✓ Build your own legal docs (no lawyer required)
  • ✓ Net worth manager + market ticker (gold, crypto, equities)
  • ✓ Up to 7 family / staff users included
Start a Family Workspace
Basic · Under $5M
$39 / month
Lighter tier for households just starting to track wealth.
  • ✓ Wealth dashboard (liquid assets, metals, real estate)
  • ✓ Family tree
  • ✓ Business org chart
  • ✓ Net worth manager
  • — No estate roadmap, no document AI
  • ✓ Upgrade to Family Direct anytime
Start Basic Workspace
Most Popular
Estate Law Firm
$449 / attorney / month
Per attorney — not per client. Paralegals and staff are free.
  • ★ Every 10th seat free — buy 10, pay for 9
  • ★ 10% off annual prepay + bundled remote onboarding
  • ✓ Unlimited clients per seat (fair-use)
  • ✓ 500K Sonnet AI tokens / seat / month included
  • ✓ Master document templates — draft once, template-fill forever
  • ✓ State estate + tax law audit on every doc
  • ✓ Free branded subdomain (e.g. yourfirm.thecompendiumco.com)
  • ✓ ESIGN/UETA digital signatures + audit chain
  • ✓ Roles: lawyer (full), staff (messages + calendar + print-only)
Talk to Sales →

Optional Add-ons

On-Site Onboarding
$14,995
2 specialists, 4 days at your office. Full team training, document library overhaul, master template generation for every recurring doc.
Custom Domain
$49 / month
Use your own domain (e.g. portal.yourfirm.com). SSL auto-provisioned. Free branded subdomain on thecompendiumco.com is already included.
AI Overage
4× cost
Only triggers if firm exceeds 500K tokens/seat/month. Billed at 4× Anthropic raw cost (cents). No hard cap, never blocks a draft.

All plans include AES-256 encryption, TLS 1.3, full audit log, nightly encrypted S3 backups, two-factor authentication, role-based access, and zero third-party data sharing. Cancel anytime — billing prorates to the day.

Enterprise-Grade Security

Built like a bank.
Priced for a family.

Your financial data is among the most sensitive information that exists. Every layer of Compendium was designed with that in mind — from database encryption to individual user permissions.

🔐
AES-256 Encrypted Database
All data is stored in an AES-256 encrypted SQLite database on AWS EC2. Passwords are hashed with bcrypt (cost factor 10). No plaintext financial data is ever written to disk unencrypted.
🌐
SSL/TLS Everywhere
All traffic is encrypted in transit via TLS 1.3, enforced by nginx with Let's Encrypt certificates. The platform is only accessible over HTTPS — no HTTP fallback. HSTS headers are set.
📱
Two-Factor Authentication (2FA)
SMS-based 2FA via Twilio for admin accounts. Verification codes expire in 10 minutes and are single-use. 2FA can be required per-user by the tenant administrator.
🏷️
Role-Based Access Control
Six permission levels: Super Admin, Admin, Owner, Manager, Employee, and Housekeeper. Each role has a distinct set of capabilities. Admins can further restrict individual users to specific sections (metals, estate, documents, etc.) — or grant access per section with a single toggle.
📋
Full Audit Log
Every action — login, data change, user creation, document upload, permission change — is logged with actor, timestamp, IP address, and action type. The audit trail is searchable, filterable, and accessible to administrators and super admins.
💾
Automated Nightly Backups
The database is backed up automatically every night at 3 AM UTC to a private S3 bucket. Backups are retained for 14 days with automatic rotation. Point-in-time restore is available on request.
🏠
Complete Tenant Isolation
Every client is a fully isolated tenant. Their data is partitioned at the database level — not just at the application layer. No client can ever see another client's data, even if credentials were somehow compromised.
🚫
Zero Third-Party Data Sharing
Compendium does not sell, share, or monetize client data in any form. Your financial data is used exclusively to power your platform. No analytics SDKs, no advertising pixels, no third-party trackers are embedded in the application.
✓ AES-256 Encrypted
✓ TLS 1.3 / HTTPS Only
✓ SMS 2FA
✓ Role-Based Permissions
✓ Full Audit Log
✓ Nightly S3 Backups
✓ AWS Hosted
✓ Zero Data Sharing
Estate Command Center

Every Home. Every Team.
One Platform.

From household staff scheduling to estate-wide project oversight — principals, estate managers, and owners share a unified command layer with real-time messaging, task delegation, and complete accountability.

ET
Estate Operations
5 team members  ·  3 active tasks
● Live
The east wing flooring crew is confirmed for Thursday. Can you make sure the caretaker is available for walkthrough?
Estate Manager  ·  Apr 3, 10:14 AM
Confirmed. I've asked housekeeping to prep those rooms by Wednesday evening.
Principal  ·  Apr 3, 10:22 AM
Perfect — I'll turn this into a tracked task with a Thursday 4 PM deadline.
Estate Manager  ·  Apr 3, 10:24 AM
✅
Task Created from Message
Caretaker Walkthrough — East Wing  ·  Due Thu Apr 6  ·  Priority: High
💬
Real-Time Team Messaging
Broadcast to all staff or message individuals directly. Every conversation is logged with full timestamps, searchable, and tied to user roles — estate manager, principal, housekeeper, caretaker, or admin.
☑
Message → Task in One Click
Check a box while composing any message to simultaneously create a tracked task. Set a start date, due date, assignee, and priority — directly from the thread. No information lost in translation.
📋
Full Task & Project Management
Priority levels, status tracking (open → in progress → done), assignments, due dates, and categories. Super admins and employees get the same visibility as the estate manager on-site.
🏠
Housekeeping & Reservations
Room-by-room housekeeping logs with status, scheduled cleanings, and a full guest reservation system — occupancy, check-in/out, special requests — visible to the whole management team in real time.
🗂️
Archive, Delete & Audit Trail
Every message, task, and action is logged with a timestamp and actor. Archive messages to clean your inbox without losing history. Admins and employees see a complete, filterable audit log.
6
Estate Modules
Real-time
Team Sync
1-click
Message to Task
Role-based
Access Control
Full
Audit Trail
Simple Onboarding

Up and running in hours,
not weeks.

No complex integrations. No weeks of setup. Your private workspace is ready the same day.

1
Request Access
Submit your request below. We provision a private workspace for your family within 24 hours, tailored to your needs.
2
We Set You Up
Your dedicated workspace is configured with your entities, user roles, and permissions. We handle the onboarding so you don't have to.
3
Total Clarity
Log in from any device. Your complete financial picture — live prices, net worth, estate — available anytime, anywhere, securely.
Plans for Every Client

Built for the family.
Built for the firm.

Three plans cover the whole spectrum — from a $1M family that just needs net worth + family tree visibility, to a $50M+ estate with a dedicated attorney quarterbacking the plan. Talk to us for a tailored quote and a live demo of the platform on your own data.

🌿 Essentials
For families under $5M net worth
A clean, simple dashboard the whole family can use — track net worth, map the family tree, organize businesses, and keep documents in one place. No estate-AI complexity until you need it. Upgrade anytime.
  • ✓Net Worth dashboard (real estate, businesses, cash, equities, metals)
  • ✓Family Tree with drag-drop nodes
  • ✓LLC / Business Org Chart
  • ✓Document vault with secure storage
  • ✓Calendar & key vault
  • ✓Encrypted storage & nightly backups
⚖️ Family Direct
For HNW families ($5M+) running their own estate
Everything in Essentials plus the full ThinkGrid estate stack: AI-generated estate roadmaps, transition playbooks, document analysis, tax planning, liquidity stress tests, and the complete document tree.
  • ✓Everything in Essentials
  • ✓ThinkGrid Estate Roadmap (AI-generated)
  • ✓Transition Playbook for the family
  • ✓Per-document AI extraction (beneficiaries, trustees, key provisions)
  • ✓Estate Plan Builder canvas
  • ✓Tax Planning & State Law Library
  • ✓Probate scan & readiness analysis
⭐ Most Common
🏛 Advisor / Law Firm
For attorneys, family offices, RIAs, multi-client
The full advisor portal is included free — every team member of the firm gets their own login, role-based permissions, and access to every client workspace. Mix Essentials and Family Direct clients on the same dashboard. White-label your firm's branding.
  • ✓Free advisor portal · unlimited team members
  • ✓Mix Essentials + Family Direct client workspaces
  • ✓Cross-client unified dashboard
  • ✓ThinkGrid Memory + Firm Style Library (mimic your firm's drafts)
  • ✓Document Creation with digital signatures & audit log
  • ✓White-label subdomain free; custom domain available
  • ✓ESIGN/UETA-compliant signature workflow
  • ✓Per-section permission matrix per team member
ThinkGrid Intelligence

Estate-purpose AI built for the legal craft.

Every analysis is bill-only-on-success — if a generation fails, no charge applies and our team is auto-notified.
🗺️

Estate Roadmap

Map, plan, and estate-readiness score — net-worth summary, asset-flow-at-death diagram, biggest pitfalls, and a prioritized action plan.

⭐ DEEPEST
📜

In-Depth Estate Review

A line-by-line review of every estate document and org chart, plan recommendations with specific next steps, and a probate-readiness analysis flagging assets that bypass vs. enter probate.

🕊️

Transition Playbook

Step-by-step bullet playbook for the family — Days 1–30, 31–45, 46–90 after the transition. Specific to your documents, named beneficiaries, family structure, and retitling steps.

🧾

Tax Year Plan

Tax optimization plan for a specific year — opportunities, K-1 passive losses, action items, CPA questions. Printable PDF, saved to your Document Library.

📂
Included

AI Document Organize

Drop in any folder of estate, tax, or business documents. AI auto-categorizes into a Windows-Explorer-style tree with drag-drop, inline rename, and an in-app universal viewer.

🏛️
Included

AI Place Docs (Estate / Business / Org)

AI reads each uploaded document and auto-attaches it to the correct trust node, business entity, or org chart box. Cascading delete keeps everything in sync.

🛡️
Included

ThinkGrid Document Analysis

Per-document AI extraction: beneficiaries, successor trustees, key provisions, potential issues, expiration dates, coverage summaries — for estate, insurance, tax, and legal docs.

⚖️
Included

Probate Scan

For each asset: subject to probate or not, why, and the fix. Rolls up to estimated probate cost, duration, and state-specific concerns (ancillary probate, etc.).

Failed generations are never charged, and our team is automatically notified to investigate.

Custom pricing for your firm or family — we'll tailor a quote.
White Glove Service

We Come to You.

Our implementation specialists fly to your office, configure your entire platform, and train your team in person. No tickets, no tutorials — a dedicated expert at your side from day one. Flat fee. 12-month support contract included.

3-Day Standard
Done-for-you setup
12-month support included · contact for quote
  • ✦3 days on-site · 2 specialists
  • ✦Travel included (continental US)
  • ✦Full document upload & data entry
  • ✦Hands-on training for your team
  • ✦12 months of priority email support
⭐ MOST REQUESTED
5-Day Premium
Full-service onboarding
12-month support included · contact for quote
  • ✦5 days on-site · 3 specialists
  • ✦Travel included (continental US)
  • ✦Full document upload & data entry
  • ✦End-to-end platform setup & configuration
  • ✦Hands-on training for your full team
  • ✦12 months of dedicated support
What's included in every White Glove engagement: Round-trip flights, hotel, and ground transportation for our specialists. Your implementation fee is all-in — no surprise invoices. The 12-month support contract covers unlimited questions, configuration adjustments, and new user onboarding via email and video call.
For Estate Attorneys & Their Clients

The Estate Planning
Intelligence Platform.

Compendium's Estate Planning module gives estate attorneys a secure, ThinkGrid-powered workspace to collaborate with clients — reviewing documents, managing trusts, tracking beneficiaries, and surfacing action items long before the next review meeting.

🎨
New — Visual Estate Plan Builder
See your entire estate plan on one canvas. Understand every document, every connection, every gap.
The Plan Builder is a drag-and-drop visual canvas where you — and your attorney — map out the full structure of your estate: who owns what, how documents flow into each other, which trusts hold which assets, and where the gaps are. It's not a spreadsheet. It's not a flowchart app. It's an AI-powered estate architecture tool built specifically for wealth planning.
📋 Net Worth Templates
Pre-built plan structures for every wealth bracket — from basic estates under $1M to full family office structures at $50M+. Load, adjust, save.
🔬 AI Gap Analysis
One click compares your plan canvas against your actual uploaded documents. Missing docs light up red. Confirmed docs go green. Gap arrows appear where connections are needed.
📎 Document Flow Arrows
See exactly how your Will pours into your Trust, how your ILIT owns your life insurance, how your FLP gifts LP interests to your children — visually, in plain English.
⚖️ Attorney Shared Plans
Your advisor builds a plan canvas for you — it appears instantly in your portal. You can view it, copy it, and use it as the baseline for your own version.
📜
ThinkGrid Trust & Will Document Review
Upload any estate planning document — revocable trusts, irrevocable trusts, wills, POAs, healthcare directives. ThinkGrid reads and analyzes each document, identifying stale provisions, missing successor trustees, conflicting clauses, estate tax exposure, and critical attorney questions.
👥
Beneficiary & Asset Mapping
Map beneficiaries to specific assets, trusts, and accounts. Track primary and contingent designations, per stirpes elections, and percentage allocations. Cross-reference beneficiary designations against the full estate document set to surface inconsistencies.
🔐
Attorney–Client Secure Workspace
Invite your attorney directly to your Compendium workspace. They see only what you share. Encrypted document storage, role-gated access, and a private messaging thread mean no sensitive data floating in email threads or shared drives.
📅
Review Schedule & Action Tracker
Every document carries a recommended review date. The platform tracks upcoming renewals, trust review windows, and time-sensitive items (like the 2025 estate tax exemption sunset). Your attorney gets a prioritized action checklist at every meeting.
💰
Estate Tax Exposure Calculator
Using your live net worth data, the platform calculates estimated federal and state estate tax exposure under current exemptions — and projects the impact of the 2025 exemption sunset on your estate. Your attorney sees the same numbers you do, in real time.
🎨
Visual Plan Builder — Drag, Drop, Analyze
Build your estate plan visually — drag documents, trusts, entities, people, and assets onto a live canvas. Connect them with labeled arrows. One click compares your structure against your uploaded documents and highlights every gap in red. Your attorney can build a plan for you and share it directly to your portal.
⚖️ Estate Planning — Document Review
📜 Revocable Living Trust — ThinkGrid Summary
Grantor trust established 2019. Successor trustee: James Lund. Estate tax exposure at current net worth: $2.4M over exemption.
⚠ Action Items
!
Trust has not been reviewed since 2019. Successor trustee provisions may not account for assets acquired after formation.
!
2025 estate tax exemption sunset will reduce your exemption by ~$7M. Recommend Spousal Lifetime Access Trust (SLAT) review with attorney.
💬 Questions for Your Attorney
1. Should we fund a SLAT before year-end to lock in current exemptions?
2. Have the real estate entities formed in 2022 been poured into the trust?
3. Is the healthcare directive current and compliant with FL statute?
📅
Next review scheduled: June 15, 2026 with Lund Capital Group counsel.
Estate Planning Module — Included in Enterprise · Available as Add-On
Available on all plans. Includes unlimited document uploads, ThinkGrid analysis, beneficiary mapping, estate tax calculator, attorney workspace access, and review scheduling. Designed in partnership with practicing estate attorneys.
Our Team

Built by operators.
Trusted by families.

Compendium was founded by a team with decades of combined experience in family office operations, private real estate investment, and enterprise software — built specifically for the complexity that comes with significant wealth.

Compendium headquarters — Naples, Florida
Compendium HQ
999 Vanderbilt Beach Road, Suite 1100
Naples, Florida 34108
50+
Team Members
Our Naples headquarters at 999 Vanderbilt Beach Road houses our full client success, engineering, and operations teams. Situated minutes from the Gulf, our office reflects the same standard of excellence we build into every client platform.
50+
Staff
12k+
Sq Ft
2026
Founded
Leadership

The people behind the platform.

TL
Thomas C. Lund
Founding Member & Chairman
Naples, FL  ·  Age 82

Thomas Lund is widely recognized as the father of database marketing for financial institutions — a distinction earned after he built Customer Development Corporation (CDC) into one of America's largest database marketing firms, serving banks and financial institutions nationwide. CDC was ranked the 8th fastest-growing private company in the U.S. by Inc. 500 in 1987, and was sold to ChoicePoint (NYSE: CPS) in 1998.

Following CDC, Thomas shifted his focus to real estate investment, leading Lund Capital Group — a private REIT — through the acquisition, development, and management of over 6.6 million square feet of commercial office and retail properties. He currently manages approximately a quarter of a billion dollars in assets for a family of international prominence, overseeing complex cross-border investment strategies across multiple asset classes.

Thomas began his professional career at IBM, where he developed the technical and analytical foundation that would define his entrepreneurial trajectory. He is a founding member of the Naples Winter Wine Festival and co-founder of the Praise and Leadership Schools (PALS) preschool network.

Inc. 500 — 1987 High-Tech Entrepreneur of the Year 6.6M sq ft Real Estate Lund Capital Group
JC
Jim Cloonan
Chief Executive Officer
Naples, FL  ·  Age 45

Jim Cloonan brings an unusually broad operating background to Compendium — spanning complex construction management, high-acuity laboratory operations, private equity, and UHNW family office services. His career has been defined by an ability to step into any domain, master it quickly, and build systems that scale.

As Executive Vice President at Lund Capital Group, Jim has overseen general operations across a diverse portfolio for over four years, developing an intimate understanding of the operational challenges facing ultra-high-net-worth families and family offices. That experience is the direct blueprint for Compendium — built to solve the exact problems Jim encountered firsthand.

Jim also serves as President of JSY Management Company and as Partner/President of LCG Partners. His operational range — from HVAC systems to private equity to family-office services — reflects the same adaptability and drive that shapes Compendium's product philosophy: no problem too complex, no client too demanding.

Family Office Operations Private Equity Lund Capital Group EVP JSY Management
🏛️
Naples, Florida
999 Vanderbilt Beach Road, Suite 1100
🤝
Operator-Built
Created by the people who run family offices — not by software vendors
🔒
Privacy First
Your data is never sold, shared, or monetized — ever
📞
White Glove Service
We fly to you. In-person setup, training, and 12-month support
Get Started

Request a Private Demo

We personally review every request and reach out within 24 hours to schedule a live walkthrough or provide access to an interactive demo environment.

Your information is private and never shared. We typically respond within a few hours during business days.

✦

Request Received

Thank you. We'll personally review your request and reach out within 24 hours with next steps.

ThinkGrid

The Engine That Reads
What Humans Miss.

Most document tools store files. ThinkGrid understands them. Built from the ground up to process the dense, complex, high-stakes documents that define a person's financial life — then turn that complexity into clear, actionable intelligence.

📜
Estate Documents
Revocable trusts, irrevocable trusts, wills, POAs, healthcare directives. ThinkGrid extracts beneficiaries, successor trustees, funding status, and estate tax exposure — then flags what's stale, unfunded, or legally inconsistent.
→ Unfunded trust detection
→ Beneficiary conflict alerts
→ Estate tax exposure analysis
🛡️
Insurance Policies
Life, property, umbrella, E&O, specialty. ThinkGrid reads every policy, maps your total coverage picture, and finds the gaps before a claim does — coverage conflicts, underinsured assets, expiring riders, and missed exclusions.
→ Coverage gap analysis
→ Expiring rider alerts
→ Cross-policy conflict detection
💼
Asset Intelligence
Real estate holdings, private businesses, equities, metals, crypto, and cash — all analyzed as a unified portfolio. ThinkGrid surfaces concentration risk, asset-entity mismatches, and opportunities hiding in your structure.
→ Concentration risk scoring
→ Entity structure analysis
→ Cross-asset opportunity flags
🧾
Tax Documents
Returns, K-1s, W-2s, 1099s, estimated tax documents. ThinkGrid pulls AGI, effective rates, passive loss carryforwards, and unusual income events — then generates the questions your CPA should be asking.
→ Tax optimization flags
→ K-1 passive loss tracking
→ CPA question generation
⚖️
Legal Filings
Operating agreements, buy-sell agreements, shareholder agreements, liens, and court filings. ThinkGrid maps legal obligations, identifies provisions that conflict with estate plans, and flags time-sensitive legal actions.
→ Buy-sell provision analysis
→ Obligation conflict detection
→ Time-sensitive action alerts
🛡️
Insurance & Risk
Life, umbrella, P&C, D&O, and key-person policies. ThinkGrid tracks coverage limits, deductibles, beneficiaries, and renewal dates — flagging gaps and overlapping coverage across the household.
→ Coverage gap detection
→ Beneficiary verification
→ Renewal alerts
47+
Document Types Analyzed
<90s
Full Estate Analysis
6
Verticals Covered
0
Missed Action Items

ThinkGrid doesn't replace your attorney, your CPA, or your advisor.
It makes sure they're never walking in blind.

See ThinkGrid in Action →
Advisor Integration Platform

Your clients deserve more.
Deliver it at zero cost to you.

Compendium gives estate attorneys and financial advisors a private portal to manage every client relationship from one secure dashboard — then gets out of your way. No subscription fees, no per-seat charges, no licensing games. You bring the clients. We bring the platform.

⚖️
Estate Attorney
● ACTIVE
  • ✦Secure client workspace access
  • ✦ThinkGrid trust & will document review
  • ✦Beneficiary & asset mapping
  • ✦Encrypted attorney–client messaging
  • ✦Review scheduling & action tracker
  • ✦Estate health score per client
⭐ MOST COMMON
📊
Financial Advisor
● ACTIVE
  • ✦Full portfolio & net worth visibility
  • ✦Live metals, equities & crypto feeds
  • ✦All-client unified dashboard
  • ✦ThinkGrid issue flagging & alerts
  • ✦Secure client messaging & notes
  • ✦Review scheduling & reminders
🧮
CPA / Tax Advisor
⌛ COMING SOON
  • ✦Tax document collaboration workspace
  • ✦Real-time P&L & gain/loss access
  • ✦Full entity & ownership structure
  • ✦Tax-year document export packages
  • ✦Client K-1 & 1099 coordination
  • ✦Secure CPA workspace & messaging
The Compendium Promise to Advisors
Your portal is free.
It will always be free.
When you bring a client onto Compendium, you get full advisor access to their workspace at no charge — no per-seat fees, no licensing costs, no hidden tiers. Your clients maintain their own subscription, and you get the visibility you need to serve them better. Onboard one client or a hundred. It doesn't cost you a dollar either way.
$0
Advisor portal cost
∞
Client workspaces
⚖️
Advisor Dashboard
Carter & Associates · 4 Active Clients
Live
🏢
Apex Family Office
$48.2M net worth · 3 open tasks
🏢
Lund Capital Group
$22.8M net worth · 1 critical alert
🏢
Morrison Trust
⚠ Trust docs flagged for review
🏢
Calloway Ventures
$31.1M net worth · All clear
Monthly Client Revenue
$3,986/mo
📊
All Clients. One View.
Net worth, total assets, open tasks, and estate health for every client — from one secure dashboard, without asking anyone to send a spreadsheet.
🤖
ThinkGrid Flags Problems Before You Do
ThinkGrid scans estate docs, insurance, and assets for gaps — unfunded trusts, cross-state conflicts, expiring documents, coverage shortfalls. Walk into every review meeting already knowing what needs to be addressed.
🔐
Encrypted Attorney–Client Messaging
Send document requests, answers, and reminders through an encrypted in-platform channel. No sensitive data floating in email threads or shared drives. Your clients see messages the moment they log in.
📅
Reviews That Actually Happen
Schedule review meetings and set reminders that appear in your client's Compendium calendar. Trust reviews, beneficiary updates, policy renewals — no more important deadlines falling through because someone forgot to follow up.
🔒
Gated Access. Full Privacy.
You see only what your client explicitly shares with you. Each client workspace is fully isolated — your other clients cannot see each other, and you cannot see anything beyond your granted access scope.
For the advisors who think ahead
A platform this good belongs at the center of your service offering.
A growing number of advisors bundle Compendium directly into their annual retainer — offering clients a fully managed estate intelligence experience as part of the engagement. Clients get best-in-class technology. Advisors get a tangible, demonstrable reason clients renew year after year and refer their peers. Stickier relationships. Fewer price objections. A reason to call that isn't bad news. The math tends to work out nicely.
97%
Client retention rate
15+
Hours saved per week
$0
Cost to the advisor. Always.
∞
Client workspaces supported
100%
Client data isolation & privacy
ThinkGrid
Proactive estate health monitoring

Estate attorneys and financial advisors. Your portal is ready when you are.

Request an Advisor Demo → Advisor Login ↗
A Family of Companies

The Compendium Suite

One unified vision across wealth management, legal intelligence, clinical operations, and home services. Four platforms. One infrastructure. One team behind them all.

⬡
Wealth
Compendium
The complete wealth intelligence platform for high-net-worth families and family offices. Estate management, live portfolios, ThinkGrid document analysis.
thecompendiumco.com → Client Login →
⚖️
Law
Compendium Law
Attorney and advisor intelligence portal. Secure client workspaces, ThinkGrid document review, billing management, and encrypted messaging — at zero cost to the practice.
compendiumlaw.com → Advisor Login →
🏠
Home Services
CompendiumHome
Powered by TotalPro360
The smart home services platform — free for licensed contractors. Every client gets a full home intelligence dashboard: air quality monitoring, filter resupply automation, direct service requests, and complete maintenance history. Contractors build recurring revenue. Homeowners get white-glove home intelligence at no upfront cost.
Contractor Dashboard → Homeowner Login →
Latest Insights

Estate planning, decoded.

Long-form guides on AI estate roadmaps, the TCJA sunset, probate exposure, advisor portals, and death scenario planning — by Jim Cloonan and the team building The Compendium.

AI Estate Planning · 8 min read
What Is an AI Estate Planning Roadmap? (Complete 2026 Guide)
A walk through every section of the modern AI roadmap — net worth tieback, probate analysis, biggest pitfalls, family tree, asset flow at death, and the three death playbooks every family should have on file.
By Jim Cloonan · April 28, 2026
Tax Strategy · 9 min read
TCJA Sunset 2026: What HNW Families Must Do Before December 31
The federal estate exemption is set to drop from roughly $13.61M per spouse to roughly $7M after the sunset. The math, the eight strategies, and the deadlines you cannot miss.
By Jim Cloonan · April 28, 2026
Probate · 7 min read
Probate Exposure Analysis: How to Find Your Gaps in 30 Minutes
Probate consumes 3–7% of an estate and 6–18 months of family time. Common probate triggers, joint-tenancy traps, and a 30-minute self-audit you can run today.
By Jim Cloonan · April 28, 2026
For Advisors · 6 min read
Free Estate Planning Software for Advisors: How It Actually Works
Why advisor portals have historically been so expensive — and how a per-client billing model with white-label options is reshaping how attorneys, family offices, and wealth advisors deliver estate intelligence.
By Jim Cloonan · April 28, 2026
Death Planning · 8 min read
Death Scenario Playbooks: The 90-Day Plan No Family Has
What actually happens to a family in the 90 days after a primary estate-holder dies — Days 1–30, 31–45, and 46–90 broken down with documents, deadlines, and consequences-if-missed.
By Jim Cloonan · April 28, 2026
All Insights →
Authoritative References

The sources behind our analysis

The Compendium's AI cites only authoritative sources for tax, legal, and regulatory content. These are the primary references our roadmaps, probate analyses, and tax plans are anchored to.

Tax Authority
Federal & Regulatory
Legal & Estate Planning
Accounting & Advisor Standards
Educational Reference

The Compendium provides software, not legal, tax, accounting, or financial advice. The references above are independent third-party sources and are not affiliated with The Compendium LLC. All trademarks belong to their respective owners.