Overview
How This Fits Your Strategy
Annual Family Office Administration provides ongoing support to keep your wealth strategy coordinated and current. From annual strategy reviews to entity maintenance, document organization, and legacy planning reviews, we act as a central point of coordination so every component of your plan continues working together as your financial needs evolve.
Key Components
What's Coordinated
Annual Strategy Reviews
Review your overall wealth architecture and objectives each year.
Trust Administration Coordination
Coordinate trust administration activities with licensed professionals.
Entity Maintenance
Track filings, registrations, and recordkeeping across your entities.
Document Organization
Keep trusts, entities, and estate documents organized and accessible.
Beneficiary Reviews
Review and update beneficiary designations as circumstances change.
Asset Inventory Updates
Maintain a current inventory of assets, holdings, and structures.
Financial Coordination
Coordinate among your advisors, institutions, and service providers.
Legacy Planning Reviews
Revisit wealth transfer and succession strategies periodically.
How It Works
The Coordination Process
Onboarding
Gather and organize your existing structures, documents, and objectives.
Annual Review
Conduct a comprehensive strategy review each year.
Coordination
Coordinate maintenance, filings, and advisor activities throughout the year.
Strategic Updates
Adjust the plan as your family, business, and financial needs evolve.
Who It's For
Ready to Coordinate This Into Your Plan?
Schedule a private consultation to discuss how this fits your wealth strategy.
Professional Disclosure: Family office administration services consist of coordination, organization, and review support. IME Capital Trust LLC does not provide legal, tax, investment, insurance, or lending advice, and does not act as a trustee. Trust administration and legal filings are coordinated through licensed professionals. Clients should consult their own advisors.