01 — Trust, Custody & EAM
Wealth needs more than investment.
We coordinate holding structures, asset allocation and succession planning across markets and institutions.
Scope
Specialist relationships, coordinated.
We do not replace regulated institutions, trustees, banks, brokers, payment companies or professional advisers. We coordinate the relationship, documentation and execution path around the client context.
01Trust Structuring
02Asset Custody Coordination
03External Asset Management (EAM)
Trust Structuring
Asset Custody Coordination
External Asset Management (EAM)
Family Office Coordination
Portfolio Structuring
Private Banking Coordination
Service Detail
Wealth planning is ownership, control and access working together.
For cross-border families and founders, the work connects holding structures, custody, investment access, succession and the documentation institutions expect to see.
Who This Is For
Founders preparing for liquidity events, succession or multi-market asset holding.
Families that need trust, custody and advisory relationships to sit inside one operating map.
Private clients coordinating bank, broker, custodian and adviser onboarding across jurisdictions.
Service Modules
01
Trust Structuring Coordination
Coordinate trustee, protector, beneficiary and asset-settlement discussions with appropriate advisers.
02
Custody & EAM Access
Map custodian, private bank, brokerage and external asset manager relationships subject to eligibility.
03
Portfolio & Private Market Support
Coordinate portfolio, IPO or private market discussions for eligible clients through professional channels.
04
Family Office Operating Model
Reporting, mandate language, adviser roles and ongoing governance can be organized around the family decision process.
Private & Capital Markets
Before the public market.
We coordinate private market and capital market opportunities for eligible investors through appropriate professional channels.
Subject to investor eligibility, availability and applicable regulations.
01
IPO
02
Pre-IPO
03
Cornerstone Investment
04
Anchor Investment
05
Private Markets
Documentation & Compliance Focus
Execution Path
Context Map
Clarify family, enterprise, asset and jurisdictional considerations before recommending a route.
Institution Shortlist
Coordinate suitable trustees, custodians, banks, EAMs or advisers based on scope and eligibility.
Onboarding Pack
Prepare core documents and route the relationship through institutional review.
Ongoing Coordination
Maintain the relationship map as assets, family needs and regulatory expectations evolve.
How We Coordinate
A structured path from context to execution.
Understand family, enterprise and asset context
Brokerage account coordination
Map jurisdictions, institutions and decision roles
Succession planning
Coordinate trustees, custodians, EAMs or advisers
Asset protection coordination
Support onboarding and ongoing relationship management
Multi-jurisdiction wealth structuring