Quiet stewardship for modern families
Governance, structures, consolidated reporting, and coordination—so you can focus on the long view.
Fit Check
First-gen with new liquidity or consolidating assets.
Prefer a light-touch operator to coordinate trustees, banks, and managers.
Want simple, consistent reporting and document control.
Value privacy and a single counterpart.
Family Operating Stack
Categories
Structures & Governance: HoldCos, SPVs, trustee coordination, meeting cadence, minutes.
Consolidated Reporting: Bank/broker feeds, property & alternatives, performance & cashflow.
Tax & Compliance: Filing calendar, document vault, reminders, cross‑border liaison.
Education & Heirs: School timelines, admissions planning, philanthropy admin.
Property & Lifestyle: Short‑list, diligence coordination, conveyance liaison, concierge‑lite.
Manager & Bank Liaison: Introductions, KYCs, ongoing coordination.
Capital Structures (When Needed)
Per‑deal SPVs for specific assets/projects.
VCC (umbrella + sub‑funds) when pooling multiple strategies; LL coordinates via licensed fund managers.
Investor onboarding & consolidated reporting.
Operating Rhythm
Start: Private intake → 30-day baseline (fixed scope & fee).
Retainer: The operating rhythm above—monthly reporting, quarterly Family Council & IC, annual strategy/succession.
Add-ons (as needed): cross-border moves, entity changes, banking/custodian onboarding, real-asset diligence, philanthropy/next-gen programs—each scoped separately.
Specialists: We coordinate your legal, tax, immigration, and investment professionals; opinions come from them.
Confidentiality & data: Per-family encrypted data rooms, single action register & compliance calendar, no public client list.
