Family Office Services
- Client onboarding, including inventory of entities, assets, owners, fiduciary owners, advisors, and documents.
- Investment statement consolidation.
- Secure collaboration between multi-jurisdictional domain experts.
- Goal-based investing.
- Business Succession planning.
- Wealth & Tax planning.
- Trust & Estate planning.
- Family Legacy Planning & Education.
- Philanthropy and charitable contributions.
- Trustee services.
- Executor services.
- General Partner services.
Wealth Management
- Strategically invest in assets globally.
- AI simulations to maximize returns and minimize tax.
- Manage, oversee, and track investments, financial commitments, and transfers across jurisdictional asset classes.
- Work collaboratively with jurisdictional stakeholders on globally distributed assets held under registered entities.
- Empower advisors with AI driven document insight, data analytics, and predictive recommendations.
- Monitor financial commitments and fund allocation from multiple sources.
- Beneficial Ownership Report.
- Maintain the asset specific financial transactions within the private Asset Ledger.
Business Succession
Maintain a private share class registry.- Business succession ownership and leadership planning & management.
- Estate Freeze simulation and life insurance management.
- Transfer share classess to multiple jurisdictional entities.
- Manage entitlement ownership, valuation, transfers, and conflicts.
- Holding and operational company share classes.
- Real estate title transfers.
- Fund LP units and distributions.
- Digital asset wallet and private key custody.
Alternative Investment Fund Management
- Manage various fund types including
- Private Equity funds,
- Venture Capital funds,
- Real Estate funds,
- Digital Asset funds, and
- Private Credit funds.
- GP AI assistant.
- Monitor available funds and predicting capital call and alternative investment schedule.
- Assist with generating and initiating LP capital call requests.
- Assist with initiating syndicated investment requests to LPs and registered accredited investors.
- Manage unit registry.
- Maintain LP commitments, paid-in capital, draw down, and distributions within the Funds Ledger.
Deal Flow Management
- Manage multiple deals across various stages.
- AI assisted fair market value assessment.
- Deal data room with document signature, classification, OCR, insight.
- Onboard and securely collaborate with jurisdictional domain experts during specific Deal stage.
- Maintain deal specific financial transactions within the Fund Deal Ledger.
- Manage Deal due diligence through AI assistance.
- AI assisted monitoring of acquired Deal investments.
Trust Administration
- Trustee management.
- Manage Employee Ownership Trust.
- Manage Inter Vivos and Testamentary Trusts.
- Document insight into various Trust documents, agreements, and amendments.
- Manage Trust contributions and asset entitlement transfers with audit trail and notification to stakholders and advisors.
- Mange fund transfers to Wealth Managers and monitor returns.
- Manage Trust distributions to beneficiaries.
- Govern and control capital encroachment and asset specific ownership recalibration.
- Manage jurisdictional tax filings.
- Monitor fund commitments and allocations.
- Manage and monitor Fund investments and participation in syndicated investments.
- Asset disposition and fund distribution to beneficiaries.
- Maintain Trust specific financial transactions in a private Trust Ledger.
Estate Planning & Settlement
- Prepare jurisdictional Estate Plan.
- Plan asset ownership transfers and fund distributions amongst globally dispersed beneficiaries, trusts, and charities.
- Orchestrate Testamentary trusts.
- Simulate estate settlment to optimize wealth distribution to beneficiaries.
- AI assisted jurisdictional asset Estate tax calculations.
- Probate administration and conflict management.
- Manage asset entitlement transfers.
- Onboard and collaborate with jurisdictional domain experts.
- Maintain the estate specific financial transactions in a private Estate Ledger.
Philanthropy Management
- Plan contributions and payment schedules to globally dispersed charities.
- Transfer assets to Donor-Advised Fund (DAF).
- Jurisdictional guidance on:
- Regulatory report submissions
- Donation tax calculations and reciepts
- Assisted fund transfers
- Select from a list of registered charitable organizations.
