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Century House Launched Family Strategy Diagnostic Tool

The new platform offers tools to help households document values and pass wealth to the next generation.

Updated on Oct. 2, 2026 in Financial Planning

Bold vector editorial illustration of two interlocking wooden heirloom boxes, representing family heritage and intergenerational wealth planning.
Century House launched a diagnostic tool to help families document their shared history and values for long-term wealth planning. AI Illustration. Upload story photo >

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Would you prefer your financial advisor provide guidance on family values beyond just managing your portfolio?

Founder Mark Rockefeller has introduced Century House, a platform featuring 27 distinct tools designed to assist families in managing governance and documenting their history. The service recently launched a free diagnostic tool for families interested in formalizing their strategy.

Why it matters

The platform seeks to help financial advisors better retain second-generation heirs by providing a structured way to preserve family values and historical information. It addresses the challenge of wealth transition planning for families aiming to maintain long-term cohesion.

The new Century House platform provides 27 specific governance tools for families, with the organization setting a long-term goal of 1 million families adopting their strategy. The system is intended to support legacy planning, though the efficacy of this approach relative to traditional methods remains unquantified.

The players

Mark Rockefeller

Founder of Century House and a former co-founder of the financial firm StreetShares.

The details

Century House utilizes AI-driven tools to assist families in documenting their shared history and core values. By formalizing this communication process, the platform aims to bridge the gap between financial advisors and the heirs of their clients. This approach follows Rockefeller’s previous work with StreetShares, which he co-founded in 2014 before its acquisition in 2022.

Timeline

  1. 2014: Mark Rockefeller co-founded the firm StreetShares.

  2. June 2015: StreetShares began utilizing Regulation A+ debt offerings.

  3. 2022: The firm StreetShares was acquired.

  4. 2026: Century House launched its free diagnostic tool.

Money Landscape

Century House mirrors the documentation practices used by the Rockefeller Family Association between 1905 and 1925. This platform modernizes those legacy-planning techniques for the contemporary digital era.

Households can utilize the free diagnostic tool to assess their current family governance and legacy planning needs. For those looking to integrate these tools into their estate planning, it is recommended to discuss the impact on your broader financial plan with a qualified professional.

The takeaway

Legacy planning often requires more than just financial documents, necessitating clear communication of values across generations. Families can review their current estate and succession strategies to see if they address the interpersonal and historical goals that this platform aims to support.

Further reading

Learn more about strategies for intergenerational asset management on the Financial Planning section.

More information

To explore the new resources for family governance, visit the Century House free diagnostic tool.

Source note: This article includes information reported by Crowdfund Insider.

Live Poll

Would you prefer your financial advisor provide guidance on family values beyond just managing your portfolio?