Family Wealth Coordination
Structure & Governance
- Entity mapping and ownership diagrams
- Purpose-based banking architecture and cash flow design
- Document vault structure and naming conventions
- Family finance governance and decision frameworks
Reporting & Visibility
- Consolidated net worth statements
- Real estate portfolio schedules (rent roll, debt, CAPEX)
- Monthly or quarterly reporting packs
- One-page family dashboard (liquidity, reserves, leverage, cash flow)
Professional Coordination
- CPA-ready package structure and recurring uploads
- Annual planning calendar (estimated taxes, K-1s, insurance renewals, entity compliance)
- Meeting prep templates and decision memos
Real Estate Operations (if applicable)
- Property management KPI pack
- CAPEX pipeline and reserve planning
- Refinancing and acquisition readiness checklists
As families build wealth across multiple entities, real estate portfolios, and investment accounts, the operational infrastructure often doesn't keep up. You're successful but entity structures are unclear, cash flows are fragmented, professionals operate in silos, and financial decisions get made without a complete picture.
The result: tax-time scrambles, missed coordination between advisors, and reactive decision-making when you need clarity and control.
Family Wealth Coordination provides the operational backbone that high-earning families and multi-entity households need to manage complexity without institutional overhead. We build the systems, reporting discipline, and professional coordination that institutional family offices take for granted; scaled to your situation.
What we build:
- Entity diagrams that map ownership, cash movement, and governance structure
- Purpose-based banking architecture that separates operating funds from reserves, taxes, distributions, and CAPEX
- Consolidated reporting that gives you a clear view of net worth, obligations, and performance across your entire portfolio
- Professional coordination systems that keep CPAs, attorneys, bookkeeping, and advisors aligned and nothing falls through the cracks
For real estate investors, we add property-level KPIs, debt schedules, CAPEX reserves, and refinancing readiness checklists.
For business owners, we coordinate between your operating companies, personal holdings, and professional advisors to ensure clean reporting and informed decisions.
For families preparing for generational transitions, we install the governance frameworks and documentation discipline required to execute cleanly. Whether that's succession planning, liquidity events, or estate administration.
What this is and what it's not:
This is not wealth management or investment advice. It's operational structure. The "family COO/CFO function" that ensures your financial decisions are informed, your professionals are aligned, and your household runs with clarity and control.
Engagement formats:
Foundation Build (8-12 weeks): We install the entity map, banking architecture, vault structure, and reporting templates. We then train your household or admin to sustain it. Once built we can also offer independent trustee services through our affiliated company.
Family COO/CFO Retainer (ongoing): Monthly reporting cadence, professional coordination, and quarterly family finance reviews. We can even provide owner-occupied mortgages through our partnered wholesale lenders and commercial loans through our mortgage banking services.
Event-Driven Support: Liquidity events, divorce/estate transitions, rapid acquisition phases, or refinancing campaigns where you need concentrated coordination and execution support.
