Infrastructure for a multi-family office.
Multi-family offices work with us as the specialist custody layer for the private assets their families hold, alongside the primary custodian that carries the marketable side of each household’s balance sheet.
Multi-family offices already have the teams, systems, and primary custodians that keep each family’s marketable book running. Our part is the specialist infrastructure for the private side. We hold real estate, private equity, private credit, LP interests, and other alternatives inside the retirement accounts and trusts that carry them, and we handle the records and administrative work those assets generate.
The place we tend to add the most is when a family holds alternatives inside a Roth IRA or a qualified plan. Decades of growth on those investments compound outside the tax base, one of the more powerful moves available to a family with a long horizon.
We built this to plug into a multi-family office. A named contact who learns your firm, a platform designed for teams running thousands of client accounts, data that flows into the systems your office already uses, and the administrative work handled so your team can focus on the family.
Where we fit
Your firm already has the advisors, CPAs, attorneys, and primary custodians that keep each family running. Our part is the specialist infrastructure that sits under the private side of the book, so your team can serve more households without building alternative custody and retirement account plumbing in-house.
- 01
Custody for the full private book
Real estate, private equity, private credit, LP interests, notes, and closely-held businesses. Held inside the retirement accounts and trusts your families use.
- 02
Retirement accounts and IRA LLCs
Roth IRAs, self-directed IRAs, and qualified plans, plus the LLCs inside them. Set up consistently and ready for the tax strategies your CPAs run.
- 03
Nevada trust jurisdiction
Directed trustee under Nevada law, one of the strongest asset-protection and privacy environments for family wealth in the country.
- 04
A platform built to run many households
Firms on our platform manage thousands of client accounts through a single team. Account data flows into the portfolio and reporting systems your office already uses, so nothing has to be re-keyed or held in a silo.
- 05
Fund custody for in-house managers
If your firm runs its own funds or manages capital for the families, we hold those interests as an independent custodian that never competes for the client.
- 06
Plugs into your firm’s workflow
A named contact who learns your team, your families, and the way your firm makes decisions. Direction and investment authority stay with your advisors. Our part is the custody, the paperwork, and the compliance work that keeps everything above the line.
Get in touch
Let’s connect.
A family asset your current custodian will not hold, a Roth IRA strategy your CPA is running, or a broader conversation about plugging us into how your firm serves families. Summer is the right first call.