Your advisory team,
operating as one.
Cairn is the collaborative operating system where accountants, wealth advisors, and legal professionals coordinate their clients' personal and business wealth decisions — together, in real time.
The Problem
Great advisors.
Terrible coordination.
Entrepreneurs rely on multiple experts to manage their wealth — but those experts almost never work from the same playbook.
Your client’s CPA, wealth advisor, and attorney each give great advice — in isolation.
Recommendations conflict. Tax moves undermine estate plans. Investment decisions ignore entity structures.
The client is left to play coordinator between experts who rarely talk to each other.
The Solution
One platform. Full alignment.
Cairn gives every advisor on the team shared context, real-time visibility, and a single source of truth for every decision.
Shared Context
Every advisor sees the full picture — financials, entities, goals, and ongoing decisions — in one secure workspace.
Real-Time Coordination
When one advisor proposes a change, others see the downstream impact instantly and can weigh in before it’s finalized.
Unified Action Plans
Replace scattered email threads with clear, cross-disciplinary action plans that keep everyone aligned and accountable.
Built For
Every advisor at the table.
Cairn is designed for the professionals who serve entrepreneurs — giving each discipline the tools to collaborate without compromising their workflow.
See how your tax strategies interact with wealth and legal plans in real time — no more guessing what the other advisors are doing.
Coordinate investment decisions with full visibility into tax implications and estate planning, before you execute.
Draft structures that align with the financial plan from day one — not after three rounds of revisions.
How It Works
Up and running in minutes.
Invite your client’s advisory team
Add the CPA, wealth advisor, attorney — anyone involved in your client’s financial picture. It takes 30 seconds.
Share context and coordinate
One workspace where everyone sees the full picture — financials, entities, goals, and ongoing decisions. No more information silos.
Deliver aligned advice, every time
When one advisor proposes a change, others see the impact instantly. Your client gets coordinated recommendations, not conflicting ones.
Real Scenarios
Where advisors lose alignment —
and how Cairn fixes it.
These aren't hypotheticals. They happen every week in advisory teams that lack a shared operating system.
Tax season coordination
Without Cairn
A CPA discovers their client’s wealth advisor rebalanced the portfolio mid-year, creating an unexpected six-figure tax liability. Neither knew what the other was doing.
With Cairn
With Cairn, both advisors see each other’s moves in real time. The rebalance triggers a notification, the CPA weighs in before execution, and the client avoids the surprise.
Estate plan update
Without Cairn
An attorney drafts a new trust structure without knowing the CPA just recommended an entity restructure for the same client. Weeks of work need to be redone.
With Cairn
With Cairn, they’d coordinate before drafting — the attorney sees the CPA’s recommendation, aligns the trust structure, and delivers a cohesive plan the first time.
Business sale preparation
Without Cairn
An entrepreneur selling their company needs their CPA, attorney, and wealth advisor all aligned on tax strategy, deal structure, and post-sale planning. Instead, they’re playing telephone.
With Cairn
Cairn keeps everyone on the same page — one workspace where the entire advisory team coordinates the most important transaction of their client’s life.
FAQ
Common questions.
Cairn is built for the professional advisors who serve entrepreneurs and high-net-worth individuals — CPAs, wealth advisors, estate attorneys, and other specialists. If you’re part of a client’s advisory team, Cairn helps you coordinate with the rest of it.
Email is asynchronous and siloed — you’re always missing context. Shared drives are static file dumps. Cairn is a purpose-built workspace where advisors see each other’s recommendations, get notified of changes that affect their area, and coordinate decisions in real time.
Absolutely. Cairn uses bank-grade encryption in transit and at rest, role-based access controls, and SOC 2-aligned security practices. Your client data is never shared outside the advisory team you define.
We’re finalizing pricing as we onboard our early access cohort. Early access members will receive founding-member pricing that locks in well below our future list price. Join the waitlist to learn more.
Yes. Early access includes a free pilot period so you and your client’s advisory team can experience Cairn firsthand before making any commitment.
Be the first to try Cairn.
We're opening access to a small group of advisory teams. Join the waitlist to reserve your spot.