Businesses in Slant represent companies, trusts, LLCs, and other legal entities associated with your clients. Unlike households which represent family units, businesses capture the organizational relationships that often play a critical role in wealth management.
What are businesses?
A business record tracks:
- Entity information — Legal name, type (LLC, S-Corp, trust, etc.), EIN
- Ownership — Which clients own or control the entity
- Accounts — Custodian accounts held in the business name
- Documents — Operating agreements, trust documents, corporate records
Business types
Slant supports various entity types:
| Type | Common use cases |
|---|
| LLC | Investment holding companies, real estate |
| S-Corporation | Operating businesses, professional practices |
| C-Corporation | Larger operating companies |
| Trust | Revocable/irrevocable trusts, charitable trusts |
| Partnership | Family limited partnerships, investment partnerships |
| Foundation | Private foundations, donor-advised funds |
| Other | Any entity that doesn’t fit above categories |
How businesses connect to clients
Businesses link to your existing client households:
Client Household (The Smith Family)
├── John Smith (Head of Household)
├── Jane Smith (Spouse)
└── Connected Businesses
├── Smith Family Trust
├── Smith Holdings LLC
└── John Smith DDS, PC
- See all entities when viewing a client
- Track total assets across personal and business accounts
- Understand the complete financial picture
Businesses vs households
| Aspect | Household | Business |
|---|
| Represents | Family unit | Legal entity |
| Contains | People (individuals) | Ownership records |
| Primary use | Client relationship | Entity tracking |
| Accounts | Personal accounts | Business/trust accounts |
Businesses are always connected to at least one client household. They don’t exist independently in Slant.
Common workflows
Estate planning clients
Track trusts and entities that are part of an estate plan:
- Create the client household
- Add associated trusts and entities as businesses
- Link custodian accounts to appropriate entities
- Document ownership percentages
Business owner clients
Manage clients who own operating companies:
- Create businesses for each entity
- Track ownership across family members
- Monitor business accounts alongside personal accounts
- Coordinate with their business advisors (as contacts)
Multi-generational families
Handle complex family structures:
- Separate households for each generation
- Shared family entities (FLPs, trusts) linked to relevant households
- Clear ownership documentation
- Consolidated reporting across all entities
Next steps
