Structure and governance, succession coordination, entity setup, a consolidated reporting stack, and compliance ops.
What's included
- Structure and governance
- Succession coordination
- Entity setup
- A consolidated reporting stack
- Compliance ops
How it runs
The same sequencing covered in full across our Structure & Vehicle and Setup & Registration pages, run as one program rather than a series of separate engagements: structure and governance decided first, entity setup and succession coordination in parallel, then the consolidated reporting stack and compliance ops that keep the structure running once it's live.
Who it's for
A family ahead of a liquidity event, or one consolidating an existing set of ad hoc holdings into a real structure: see how one family used this exact sequencing in our case study.
No rate card: this program is scoped to your facts and priced in writing before work begins. The packaging fixes the shape of the engagement, not the assumptions.
Family Office Launchpad.
Operational before the liquidity event, not retrofitted after.
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Five business days from first conversation to a written, fixed-fee proposal.