Family Office Services

Volunteer roles and job-referral support that help family members earn entry-level experience, strengthen their résumés, and prepare for future career opportunities within and beyond the Family Office network.

Executor support and ILIT oversight for family trusts, with personalized guidance to help beneficiaries claim benefits, understand inheritance provisions, and maintain long-term financial stewardship.

Private, off-cloud document storage and a digital family library supported by a shared offline A.I. system — preserving privacy while enabling powerful insights and secure record access.

The executor ensures alignment between the family’s philanthropic and private banking arms, maintaining continuity between charitable distributions and generational capital stewardship.

We review micro-loans (typically $25–$250), confirm stewardship training, and manage portfolio default insurance so family capital stays protected.

Executor staff prepare summary reports for internal audit and family council review — including policy valuations, asset distributions, and ongoing trust obligations