SavvyCal

SavvyCal is a scheduling tool designed to make meeting coordination effortless. Unlike rigid scheduling links that can feel impersonal, SavvyCal allows both parties to overlay their calendars, find mutually convenient times, and book meetings seamlessly.

For family offices managing multiple stakeholders—investment partners, advisors, and family members—SavvyCal helps streamline scheduling while maintaining a professional and approachable touch.

Time is one of the most valuable assets for a family office. Whether you're coordinating meetings between investment committees, onboarding new service providers, or managing family governance discussions, SavvyCal eliminates the usual scheduling back-and-forth.

With features like:

• Calendar overlay: Find a time that works for everyone without endless emails.
• Priority availability: Highlight preferred meeting slots while offering flexibility.
• Personalized links: Make scheduling feel less transactional and more human.
• Round-robin scheduling: Distribute meetings efficiently across a team.

SavvyCal ensures that scheduling remains frictionless—without compromising discretion or control over your calendar.

Family offices often have complex schedules and high-touch relationships. SavvyCal is particularly useful for:

• Investment Meetings – Easily coordinate calls with fund managers, private equity firms, or direct investment partners.
• Advisor Coordination – Schedule check-ins with tax, legal, and financial advisors without unnecessary email exchanges.
• Board & Governance Meetings – Ensure key decision-makers can find common availability for critical discussions.
• Next-Generation Planning – Help family members book time with mentors, leadership coaches, and financial educators.

By integrating directly with existing calendars, SavvyCal simplifies scheduling while preserving the confidentiality and structure that family offices require.

• ‍More Collaborative Scheduling – Instead of rigid booking links, SavvyCal allows invitees to overlay their calendars for a more flexible and human-centered approach.‍
• Optimized for Teams – Features like round-robin scheduling and priority availability make it a strong choice for family offices with multiple stakeholders.
• Highly Professional & Customizable – Personalized scheduling links keep interactions polished and aligned with your office’s branding.
• ‍Seamless Calendar Integration – Works with Google Calendar, Outlook, iCloud, and other major calendar providers.
• ‍Time-Zone Awareness – Automatically adjusts time zones, making it ideal for global family offices with international engagements.

• Limited Features on Free Plan – Some of the most valuable features, such as priority scheduling, require a paid subscription.
• ‍Not a CRM Replacement – While excellent for scheduling, it doesn’t offer broader client relationship management functions.
• ‍Requires Some Setup – Advanced features, like round-robin scheduling and multi-user coordination, need initial configuration to be fully optimized.

SavvyCal is a strong choice for family offices that need an efficient and professional scheduling solution. It removes friction from coordinating meetings with advisors, investment managers, and family members. However, for offices requiring more bespoke integrations or broader workflow automation, it may need to be supplemented with additional tools.