---
title: Family Office settings
description: The Settings menu in the sidebar and the Family Office Details card on the Dashboard — where you set alerts, allocation goals, benchmarks, notifications, income taxes, permissions and your subscription, and who can see each one.
icon: gear
page_type: feature
area: Members & Permissions
last_updated: 2026-08-28
related:
  - features/profile
  - features/dashboard
  - features/getting-around
tags:
  - settings
  - configuration
  - benchmarks
  - permissions
  - subscription
  - taxes
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

import { PageMeta, GlossaryRef, Troubleshoot } from '/snippets/components.mdx';

<PageMeta last_updated="2026-08-28" />

Settings that belong to a **Family Office** live in two places: the **Settings** menu in the sidebar, and the **Family Office Details** card on the Dashboard. Settings that belong to *you* live in [your profile](https://annise-external.jamdesk.app/features/profile) instead.

## The Settings menu

Open **Settings** in the sidebar for everything that configures the Family Office you're in.

| Setting | What it's for |
| --- | --- |
| **Alerts** | The alerts this Family Office raises, and the thresholds behind them. |
| **Allocation Goals** | The target allocation your holdings are measured against, shown on the Dashboard Allocation card and on Analytics. |
| **Benchmarks** | The benchmarks used for comparison on the Chart and on Analytics. |
| **Default Notifications** | The starting point for how members of this Family Office are notified. |
| **Income Taxes** | Tax rates by state, including marginal and effective rates, feeding the tax estimates across Annise. |
| **Permissions** | Who belongs to this Family Office and what each member can see and edit. |
| **Subscription** | Your plan and billing details. |

For what each plan includes, see **Plans & Pricing** rather than the Subscription page.

### Who sees what

The menu isn't the same for everyone.

- **Members with admin rights** see all of it.
- **View-only members** see **Alerts**, **Allocation Goals** and **Benchmarks** only.
- **Advisors** don't see **Permissions**.

So a setting you've been told about but can't find is usually a role difference rather than a missing feature — your [profile's Access tab](https://annise-external.jamdesk.app/features/profile) shows the role you hold.

<Note>
  **Estate Taxes** appears in the menu but isn't available yet.
</Note>

## Family Office Details

On the Dashboard, the **Family Office Details** card holds the Family Office's own identity:

| Field | What it is |
| --- | --- |
| **Family Office Name** | What this Family Office is called throughout Annise. |
| **Default Currency** | The currency every figure falls back to. |
| **Domicile State** | The state this Family Office is domiciled in, which feeds its tax estimates. |

If **Domicile State** hasn't been set, the card offers to add it.

### Editing

Members with admin rights get a menu on the card with two actions:

- **Edit** — change the details above
- **Delete Family Office** — remove the Family Office entirely

<Warning>
  **Deleting a Family Office cannot be undone.** Everything belonging to it goes with it.
</Warning>

Without admin rights the card is read-only.

## Troubleshooting

<Troubleshoot title="I can't see part of the Settings menu">
  Your role decides what appears. View-only members see only Alerts, Allocation Goals and Benchmarks, and advisors don't see Permissions. Check the **Access** tab of [your profile](https://annise-external.jamdesk.app/features/profile) for the role you hold.
</Troubleshoot>

<Troubleshoot title="The Family Office Details card won't let me change anything">
  Editing needs admin rights on that Family Office. Without them the card is read-only and the menu doesn't appear.
</Troubleshoot>

<Troubleshoot title="My figures are in the wrong currency">
  **Default Currency** on the Family Office Details card is the fallback for the whole Family Office. The currency selector in the top bar changes your current view without changing that default.
</Troubleshoot>

<Troubleshoot title="Tax estimates look wrong for the whole Family Office">
  Check **Domicile State** on the Family Office Details card and the rates under **Settings** → **Income Taxes**. Your own **Country**, **State** and **Tax City** live separately in [your profile](https://annise-external.jamdesk.app/features/profile).
</Troubleshoot>

<Troubleshoot title="My benchmark isn't showing on the Chart">
  No benchmarks have been chosen yet. Set them under **Settings** → **Benchmarks**, then switch the Benchmark line on.
</Troubleshoot>

## Related

<Columns cols={2}>
  <Card title="Your profile" icon="circle-user" href="/features/profile">
    Your own details, security, notifications, and permissions.
  </Card>
  <Card title="Dashboard" icon="house" href="/features/dashboard">
    Where the Family Office Details card lives.
  </Card>
</Columns>