A trusted specialist for alternatives.
Single-family offices work with us to hold real estate, private equity, private credit, and other alternatives inside retirement accounts, alongside the primary custodian who handles the rest of the balance sheet.
Single-family offices already have advisors, attorneys, and investment committees they trust, and a primary custodian who holds the equities and fixed income. Our part is smaller and more specialized. We hold the private assets inside a family’s retirement accounts, keep the records, and handle the administrative and compliance work those investments carry.
The place we tend to add the most is inside a Roth IRA or a qualified plan. When alternatives compound there, decades of growth on those investments sit outside the tax base, which is one of the more powerful moves available to a family with a long horizon.
We make it easy to run, we stay reachable when something is time sensitive, and we work well with everyone else at the table.
Where we fit
Families already have a primary custodian for the marketable side of the balance sheet, along with the advisors, attorneys, and accountants who make the decisions. Our part is to hold and administer the private assets that live inside a family's retirement accounts, and to make it easy for the family's team to keep those assets running well.
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Custody for the full private book
Real estate, private equity, private credit, LP interests, notes, and closely-held businesses. All held inside a family’s retirement or trust accounts.
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Nevada trust jurisdiction
Directed trustee under Nevada law, one of the strongest asset-protection and privacy environments for family wealth in the country.
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Tax-efficient private investing
Alternatives held inside a Roth IRA or qualified plan compound outside the tax base for decades, one of the most powerful moves for a family with a long horizon.
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A dedicated rep who knows the family
A named contact who learns the family’s structure, entities, and deal patterns. Reachable by phone and email when a closing is on the line.
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Works alongside the family’s team
Direction and investment authority stay with the family’s advisors, attorneys, and accountants. Our part is to hold the assets, run the paperwork, and keep everything above the line.
Get in touch
Let’s connect.
A specific asset you are structuring, an account type your current custodian will not hold, or a general question about how we work with families. Summer is the right first call.