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 Office Service Suite
Governance & Entity Administration:
Holding companies and SPVs kept current: resolutions, registers, filings, document control.Trust, Estate, Foundation & Insurance:
Design and coordination of trust/estate/foundation frameworks and coverage aligned to succession plans.Fund Formation & Fund Administration:
Formation and administrator/vendor coordination with NAV/reporting oversight and audit liaison.Immigration & Residency Management:
Investor/Permanent Residency pathways, applications, relocation logistics, and ongoing compliance.Lifestyle & Major Asset Logistics:
Acquisition and ownership logistics for property, yachts/aircraft, and other significant assets.Digital Asset & Alternatives Oversight:
Entity/custody setup for digital assets and alternatives, with consolidated controls and reporting.Consolidated Reporting & Dashboards:
Bank, brokerage, fund and alternative data unified into clear performance and cash-flow views.Audit & Assurance:
Independent review cadence and coordination to keep statements and controls audit-ready.
*Alternative jurisdictions (e.g. Labuan, Cayman, BVI, etc) coordinated when appropriate - discussed during discovery.
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.
