Solutions · Family Offices
Family capital is taxed capital. The platform was built like it knows that.
Most trading platforms treat tax as an export problem — a CSV at year-end and a wish of good luck to the accountants. VegaTrade was designed by a founder with more than twenty years in accounting and finance, and it shows in the architecture: the tax ledger is a first-class subsystem with its own audit-event range, its own property-based test discipline, and its own place in the product UI.
Lot-Level Discipline
Every disposition knows which lot it came from — and why.
The platform tracks acquisitions and dispositions at the lot level with FIFO, LIFO, HIFO, and Specific-ID methods, decimal-exact. §1091 wash-sale detection runs the full 61-day window with basis adjustment and holding-period tack, and disallowed losses surface as explicit, itemized adjustments — visible in the product, not discovered in March. Per-disposition Specific-ID overrides are audit-chain emitted with operator attribution, so the question "who elected this lot, and when?" always has an answer.
Form 8949 row generation and 1099-B reconciliation are built in: the platform's ledger reconciles against the broker's, and variances are itemized rather than averaged away. The goal is the one a family office actually has — a clean year-end filing without a manual reconciliation project. The platform generates the workpapers; it does not provide tax or investment advice.
After-Tax Publishing
The number the family keeps, not the number that markets well.
The platform's publishing discipline requires net-of-all-fees figures alongside gross, and for tax-aware strategies, after-tax figures at the investor's marginal-rate assumption alongside pre-tax. A strategy that only looks good before tax is a strategy the platform will tell you looks good before tax — explicitly, every time.
Tax-aware analytics in the platform's risk layer extend the same idea: harvesting-opportunity detection and after-tax risk kernels treat the family's tax position as an input to portfolio thinking, not an afterthought. User-facing tax-loss-harvesting workflows are on the roadmap, layered on the lot-tracking backbone that is already built.
Stewardship
AI a principal can explain to the family board.
Every AI decision on the platform carries its reasoning, its model identity, and its inputs into a hash-chained, seven-year-retained audit record. AI-authored strategy changes require human approval before they touch capital, and news-driven analysis can propose but never act. When the family asks "why did the system do that?", the answer is on screen — and provable.
The platform never custodies assets: execution routes to the office's own broker accounts, position limits and drawdown stops are enforced in the execution path itself, and a kill switch halts everything in under 100 milliseconds. Generational capital deserves controls that do not depend on anyone remembering to use them.
Ask us the wash-sale question your last platform couldn't answer.
The platform is pre-launch and onboarding design partners. If lot-level fidelity and after-tax honesty are your selection criteria, the conversation will be a short one.
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