Who we serve · Family offices
Direct private holdings, custodied and controlled per record
Family offices already source their own deals. What they need is infrastructure that can custody entities, trusts, and direct private positions in one place — with control granular enough for multiple principals, advisors, and administrators.
Built for complex ownership
Designed for the family office
- Custody across entities, trusts, and retirement vehicles under one Investor Passport
- Per-record authorization — grant each principal, advisor, or administrator exactly the access they need
- Direct private-company positions alongside funds, real estate, and alternatives
- Clean settlement (delivery-versus-payment) and a tamper-evident record for every move
- Reporting and document custody in one virtual data room
One record, many hands
The Passport lets a family office delegate without losing control: administrators prepare, advisors act, principals approve — each bound to what they may see and do, every step logged.
The job you are hiring us for
A family office rarely needs help finding a deal. It needs an operating layer that can hold what it already owns — across entities, trusts and retirement vehicles — without the ownership map living in one person’s spreadsheet and the documents living in an inbox.
Three problems recur. Structure sprawl: the same family holds positions through an LLC, two trusts, a foundation and an IRA, each with different signatories. Delegation without exposure: administrators must prepare and advisers must act, but neither should see or do everything. Evidence at succession: when a principal changes or a trustee is replaced, someone has to prove who owned what and who authorised it.
How the Passport handles complex ownership
One Investor Passport spans the family’s entities rather than one per vehicle, and authorisation is granted per record rather than per login. In practice that means an administrator can prepare a subscription without being able to release funds, an adviser can act inside a defined mandate, and a principal approves — with each step bound to what that person may see and do, and every step logged. Delegation stops being a trade against control.
The structures this is built to hold
- Operating and holding LLCs, and partnership interests with capital-call obligations.
- Revocable and irrevocable trusts, with trustee and successor-trustee authority recorded rather than remembered.
- Self-directed retirement vehicles, where disqualified-person rules constrain what the family may transact with.
- Direct private-company positions alongside funds, real estate and other alternatives.
- SPVs and club deals where eligibility must be enforced per participant.
Direct deals, end to end
For a position the family sourced itself, the platform is doing custody, records and evidence rather than distribution: the interest is titled to the correct entity, the subscription documents and side letters land in the document vault, capital calls and distributions are tracked in capital activity, and the annual valuation the custodian needs has a home. Which of those obligations you inherit depends on the wrapper — the six structures differ materially.
What stays with the family office
Sourcing, diligence and the investment decision. We do not evaluate, recommend or approve sponsors or offerings, and a listing is never an endorsement. The questions a professional allocator asks are published for your use, not applied on your behalf.
About the Passport → Talk to us
Demonstration & reference. References to custody describe planned services of Institutional Trust Company, a South Dakota trust company in formation that is not currently accepting accounts.