The three-tier family estate
Midwestern family, $40M+ in assets across an operating C-Corp, a pass-through control LLC, and a legacy spendthrift trust. Former military owner, four kids, private attorney + CPA in the loop.
From 6 spreadsheets and 3 professionals copy-pasting each other into existence → one command center their entire household operates from. Reduced quarterly close from 3 days to 4 hours.
- ›Family Office flavor pack · all 11 pages
- ›Document extraction RAG (Sonnet 1-pass + Opus 3-pass on foundational docs)
- ›Trust-role management (Settlors / Judges / Trust Guardians / Trustees / Successor Acceptance)
- ›Whole life cash-value tracker for 4 dependents
- ›Per-entity tax position with quarterly columns + DEFERRED ∞ flagging
- ›Family health vault · biomarkers, longevity protocols, MRI/DEXA scans, AI doctor per family member