Capital Ledger
Live map of every account, entity, and obligation across jurisdictions.
Details →
Solution 01
Capital Ledger
Most principals discover they have liquidity everywhere and clarity nowhere. The Capital Ledger is a living, cross-jurisdictional map of every account, entity, commitment, and contingent obligation — updated quarterly and accessible via your secure dashboard.
- Consolidated view across banks, custodians, and private holdings
- True liquidity windows — not just account balances
- Concentration and counterparty risk surfacing
- Entity relationship diagrams with ownership percentages
- Scenario modeling for market shocks and liquidity events
Solution 02
Treasury Cadence
Capital should move with your life — not against it. Treasury Cadence aligns distributions, reinvestment cycles, tax payments, and philanthropic commitments into a single calendar that your advisors, family, and board can all follow.
- Unified distribution calendar across all entities
- Post-exit liquidity deployment strategies
- Reinvestment thesis alignment with risk parameters
- Tax-efficient withdrawal sequencing
- Philanthropic and impact allocation integration
Solution 03
Legacy Vault
Family wealth fails at the governance layer, not the investment layer. The Legacy Vault is a structured framework for multi-generational transfer — entity design, voting rights, family council protocols, and documented decision trees.
- Multi-jurisdiction entity restructuring and optimization
- Family governance charters and council facilitation
- Next-generation education and readiness programs
- Transfer pathway modeling with tax impact analysis
- Conflict resolution protocols and decision documentation
Supporting Layer
Cross-Border Desk
Our 24/7 desk coordinates execution across banks, trustees, legal counsel, and tax advisors in 31 markets — ensuring your plan moves from model to reality without gaps.
- EU, Nordic, Baltic, UK, and North American coverage
- Bank and custodian relationship coordination
- Regulatory filing and compliance tracking
- Real-time FX and transfer monitoring
- Quarterly alignment reviews with all advisors
Supporting Layer
Governance Audit
A fixed-scope diagnostic for principals who suspect their wealth structure has outgrown its original design — common after exits, marriages, or cross-border moves.
- Entity and account inventory across all jurisdictions
- Fee and conflict-of-interest analysis across advisors
- Gap analysis against stated goals and risk tolerance
- Prioritized remediation roadmap with cost estimates
- Delivered in 4–6 weeks with full documentation