You look after more than one family, or more than one branch of the same one.
In Rhodes: the organization name in the top bar
An organization is the boundary around a set of records. You can belong to as many as you need — either because someone invited you, or because you created one.
This is what a CPA or a family-office manager uses to keep clients apart: one organization per family, switched between from the top bar, with nothing crossing over.
Create one
Click the organization name in the top bar, then + New organization, and type a name. That's the whole form — everything else is filled in as you go.
You become its owner. The new organization gets its own Rhodes email address straight away, and drops you into the same setup wizard you saw the first time, because it starts empty.
Each one is billed separately
A subscription covers one organization. A new organization starts with no card. You can upload and see documents organized in setup, but the rest of Rhodes stays locked until you add a card, which starts that organization's own 30-day free trial.
If a card is never added, Rhodes emails that organization's owners and admins a reminder, then a final notice naming its last day. An organization with nothing uploaded closes after 7 days, and one holding documents after 30; what was uploaded to it is deleted. Your other organizations aren't affected.
That's worth planning for if you're onboarding several clients: each is its own subscription, its own invoice, and its own card decision. Billing is owner-only, so whoever creates the organization is who Stripe talks to.
Finish one before starting the next. You can only have one organization awaiting payment details at a time. If you start a second before adding a card to the first, Rhodes points you back at the unfinished one by name rather than just refusing: "Add a card to keep working in ⟨name⟩ before creating another — or remove it if you started it by mistake."
What is and isn't shared
Nothing crosses between organizations. Entities, documents, investments, people, compliance obligations, chat history, the inbound email address and the member list all belong to exactly one organization. There is no shared library and no way to move a record across — by design, since the whole point is that one client's records can't appear in another's.
What follows you is your account: one sign-in, one profile, one set of two-factor settings.
Your role can differ in each. You might be owner of the one you created and a member of one you were invited to. Permissions are always evaluated against the organization you're currently in — the role badge next to each name in the switcher tells you which.
Switching
Click the organization name in the top bar and pick another. The page reloads fully and opens that organization's Home — that's deliberate, so nothing from the previous organization can linger on screen while the server has already moved you.
If you only belong to one organization, the top bar just shows its name and there's nothing to pick.
Signing in
If you belong to more than one organization, Rhodes asks you to choose one each time you sign in (Choose an organization), so you never land in the wrong one by mistake.