THE FLAGSHIP — $45,000, BY INVITATION
A family office. Without the office.
At a certain altitude, the problem stops being investments and becomes infrastructure: who decides, who coordinates, who watches, and what happens when you're not in the room. Family Office Design builds that machinery around your family — governance, coordination, reporting, and defense — without the seven-figure overhead of staffing your own.
What gets installed.
Governance
How family decisions get made, documented, and honored — before a transition forces the question.
Coordination
Attorneys, CPAs, bankers, insurance — one quarterback, one playbook, no more professionals working at cross purposes.
Reporting & defense
Every entity and account on one live map, AI-native monitoring across the whole structure, and a Shield team on every flank.
Built for families who plan in generations.
If your balance sheet has outgrown your infrastructure, start the conversation — or start with the audit and let the findings make the case.