FormationComing soon
Your own family office. Formed and kept current.
The entity stack, the paperwork, and the annual upkeep of a private single-family office, run as software, with licensed professionals signing where the law requires.
Formation · your structure, live
- Management company
- Family Trust
- Holdings LLC
- Real estate LP
In motion
- Formation documents · reviewLicensed attorney
- Annual alignment · booksFund accountant
The structure, without the bespoke bill.
The entity stack, drawn
A management company and the layers beneath it, mapped to your live balance sheet from day one. What the structure says and what you own never drift apart.
Paperwork as software
The repeatable majority of formation documents is prepared as software. The judgment calls go to counsel. You see which is which.
Upkeep, in unison
Attorney, tax accountant, and fund accountant aligned on schedule, as discrete priced steps. The structure stays current instead of aging in a drawer.
- Management company
- Family Trust
- Holdings LLC
- Real estate LP
The stack, mapped live
Formation isn't a binder of documents. It's a structure your balance sheet actually follows: every entity drawn, titled, and checked against what it holds.
- Operating agreementdrafted
- Management agreementdrafted
- Bespoke termswith counsel
Software drafts, counsel signs
Most formation paperwork is the same for every family. Software does that part. Licensed professionals review and sign the parts the law reserves for them.
- Formation documents · review
Licensed attorney
- Annual alignment · books
Fund accountant
Humans where the law needs them
Attorney, tax accountant, fund accountant: each a discrete, priced step you can see, not a retainer you hope is working.
Registered to
Your family. Not a platform.
Every entity, document, and filing in the family’s name, exportable the day you ask.
Owned by the family
Everything is registered in your name and portable on request. The structure serves the family, not the platform it was made on.
Be the institution.