Solutions
Family Offices
A family office’s problem is rarely access. It is record-keeping that has to survive decades, staff turnover and eventually a succession.
What it changes
- Records that outlive the people who made themAn append-only audit trail and a register rebuildable from its own history mean “who owned what in 2031” is answerable in 2045.
- Concentrated positions modelled honestlySingle-asset vehicles, illiquidity stated plainly, and lockups enforced rather than remembered.
- Controlled accessRoles per member, with conflicting-role detection and every irreversible action needing two people.
What it includes
Multi-entityOrganizations within a workspace, with members confined to one where appropriate.
Document data roomContent-hashed versions, so the valuation relied on is provably the one on file.
SuccessionWallet recovery and forced transfer as documented, approved procedures rather than improvisation.
See it against something real.
Bring an instrument you are actually considering. Structuring it is the only way to judge whether the model fits.