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Underwriting & Risk Management 

The Family Office underwrites and manages family micro-loans to ensure that every transaction aligns with stewardship values and responsible lending practices. We evaluate eligibility, confirm borrower readiness, and manage portfolio insurance to protect family capital across generations.

Loan & Grant  Review Requests

Family members or Underwriters may use this form to submit new loan applications, provide project updates, or request a portfolio review

Type of Inquiry: Required

Thank you for your submission. A Family Office Underwriter will review your request and respond within 3 - 5 business days.

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