Settings
Entity, users, integrations, notifications and audit.
Portfolio settings
- Entity name
- Family Office Holding B.V.
- Base currency
- EUR
- Fiscal year end
- 31-12
- Tax ID (RSIN/BTW)
- NL859123456B01
Users & roles
| Name | Role | |
|---|---|---|
| Rob | rob@familyoffice.nl | BDM |
| Jan | jan@familyoffice.nl | Owner |
| Koos | koos@familyoffice.nl | PA |
Audit log
Recent system & user activity
| Timestamp | User | Action |
|---|---|---|
| 2026-10-24 12:00 | Koos | Added Carbon Equity Fund of Funds sample position and initial capital call |
| 2026-10-24 09:14 | Rob | Updated valuation – Herengracht 412 |
| 2026-10-23 16:42 | Jan | Imported 12 transactions from Interactive Brokers CSV |
| 2026-10-20 11:08 | Rob | Capital call paid – EQT Mid Market Europe |
| 2026-10-17 14:31 | System | FX rates refreshed (ECB) |
| 2026-10-15 10:02 | Jan | Tagged document: Waterland Q1 2026 Statement |