Hey Albert

Who uses us

HeyAlbert for estate planning and trust attorneys

Understand the businesses, foundations and family structures behind complex estates.

Who it's for

Estate planning, trust and private-client attorneys and firms advising affluent Indian-American families, founders and business owners.

The problem

A business sale, a new family foundation or significant holdings in the US and India can turn a simple estate plan into a complex one. Attorneys want to understand a family's public footprint before a consultation, and to build referral relationships with the advisors around them.

How HeyAlbert helps

  • See business interests

    Companies founded or led, co-founders, board roles and reported transactions, each linked to its source.

  • See foundations and trusts

    Family foundations and their public 990 filings appear on the dossier, with officers and grant focus.

  • Understand cross-border ties

    Business and philanthropic ties to India are captured where public, a signal for cross-border planning needs.

  • Map the referral network

    Shared boards and business relationships help you find the CPAs and advisors who serve the same families.

An example workflow

An illustrative workflow, not a customer story.

  1. 1

    Filter for business owners with a recent sale or a new family foundation in your state.

  2. 2

    Review each dossier for company structure, foundations and India ties.

  3. 3

    Check the cited filings to prepare for a consultation.

  4. 4

    Build referral relationships with the advisors and organizations around these families.

Related use cases

The features behind this workflow: Dossiers, data history and lineage and net worth citations. One seat plan covers everything: $1,500 a year, with a 2-day free trial. AI agents can also pay as they go with credits. Questions? Read the FAQ.

All teams using HeyAlbert

See it with your own prospects

Start a 2-day free trial once we confirm your use case, or talk to us about bespoke intelligence reports.

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