Family Office
Coordination.
Administrative and coordination services for multi-entity family structures. Flat-fee retainers. No portfolio management. No investment advice.
What we do.
What we don't.
Clarity on scope protects everyone. Our role is coordination and administration — nothing that requires a license.
- Maintain a secure document vault for entity records
- Track entity compliance deadlines and filing calendars
- Coordinate communications between your CPA, attorney, and other advisors
- Compile and deliver quarterly or monthly reporting summaries
- Organize estate and succession planning documents (as provided by your attorney)
- Manage document expiration alerts and renewal reminders
- Provide a centralized administrative point of contact for your advisor team
- Provide investment advice or portfolio management
- Execute trades, transfers, or financial transactions
- Hold, custody, or manage assets
- Provide tax advice or file tax returns
- Provide legal advice or draft legal documents
- Act as a trustee, executor, or fiduciary
- Charge any fee based on assets, performance, or transactions
Annual flat retainers.
Never %-of-AUM.
- Single-family entity structure
- Document vault & entity tracking
- Advisor coordination (CPA, attorney)
- Quarterly reporting
- Secure document delivery
- Everything in Essentials
- Multi-entity / multi-trust oversight
- Estate & succession planning support
- Monthly reporting
- Priority access & dedicated coordinator
- Full multi-entity & multi-trust oversight
- Custom coordination scope
- Comprehensive monthly reporting suite
- Full advisor team coordination
- Dedicated family coordinator
How coordination begins.
A private consultation to understand your entity structure, current advisors, reporting needs, and coordination priorities — no obligation.
We define the exact coordination scope, reporting cadence, and communications protocol — everything in writing before any retainer begins.
Entity records, advisor contacts, and existing documents are organized into your document vault. Introductions are made to your Semper Facilis coordinator.
Regular reporting, compliance tracking, and advisor coordination run on the agreed schedule. You stay informed without managing the administration yourself.
Coordination without
conflicts of interest.
A flat-fee coordinator with no AUM incentive is a fundamentally different relationship than what most family office structures offer.