How to Create a Family Office

We are launching $30M+ Funds and Family Offices. Here is how to set one up the best (that fits us):
CONCEPT OF 3: Three key people (Grantor, Trustee and Beneficiaries)
GRANTOR – Setup Trust or Family Office Trust
TRUSTEE – Executes Trust & pays LIFE INSURANCE policies
BENEFICIARY – TO TRUST
WATERFALL METHOD (Based on Legal Docs by Grantor & Family Office) to continue the cycle onto each generation.
Trust will buy more insurance on members of trust that pays back to Trust to keep building Family Office/Trust.
Setup SINGLE FAMILY OFFICE and grow it each generation.
ROCKEFELLER METHOD
This is how we did it to manage Single Family office and serve our “Family Clients.”

Family Office (serving family clients)