Home › For family offices
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.
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.