Coordinated Stewardship
for Complex Wealth
Private Circle serves as the private office of record for a select group of families, founders, and principals. Access is by referral only.
We work with a limited number of client families to ensure the highest level of personal attention and discretion.
Our Foundation
We serve as your family's private office and trusted coordinator, providing the continuity and discretion that complex wealth requires.
Centralized Coordination
We serve as your family's private office and trusted coordinator, managing entities, relationships with counsel and accountants, and safeguarding the integrity of your structures.
Stewardship of Trusts & Entities
At the heart of every relationship is the stewardship of your trusts and entities. We ensure that the structures holding your wealth are properly managed and accurately represent your intentions.
We ensure the right people are moving in the right direction—on your behalf, with appropriate governance structures that preserve the legal integrity and benefits of each arrangement.
Comprehensive Services
From entity governance to professional coordination, we provide the infrastructure that supports your wealth, structures, and lifestyle.
Entity & Trust Governance
Serve as designated General Manager, Officer, or Control Person (as defined by regulatory requirements) with appropriate signature authority for entity transactions and authorizations.
Estate & Trust Planning Coordination
Coordinate estate planning, trust planning, and asset protection strategies with your personal attorneys and specialists, including blockchain-based estate planning solutions.
Family Office Wealth Management
Coordinate family office financial wealth management services and investment advisory services with your existing advisors and investment professionals.
Trust Protector Services
Serve as independent Trust Protector with limited powers and provide guidance as Trust Distribution Advisor for discretionary decisions, maintaining the legal separation required for asset protection structures.
Specialized Advisory Coordination
Coordinate credit risk management, real estate management consultation, and philanthropic planning with qualified external specialists.
Information & Secure Communications
Provide online information in the field of estate planning and charitable monetary giving through financial and estate planning. Access to encrypted portal for secure communications and consolidated reporting.
Areas of Coordination
We coordinate with your existing professionals across these specialized areas, serving as the central point of contact and facilitator.
Family Office Investment Advisory
Coordinate with investment advisors for portfolio management, asset allocation, and investment strategy aligned with your family's objectives.
Estate & Trust Planning
Facilitate estate planning, trust planning, and asset protection strategies with your personal attorneys, including traditional and blockchain-based solutions.
Real Estate Management
Coordinate real estate management consultation services for property holdings, acquisitions, and strategic real estate planning.
Philanthropic Planning
Facilitate philanthropy consultation and charitable fundraising strategies, including charitable monetary giving through financial and estate planning.
Credit Risk Management
Coordinate credit risk assessment and management strategies with qualified financial professionals and risk management specialists.
Financial Wealth Management
Coordinate comprehensive family office financial wealth management services with your existing advisors and financial professionals.
Coordination, Not Provision
Private Circle coordinates these services with your existing attorneys, CPAs, investment advisors, and other qualified professionals. We do not provide legal advice, investment advice, tax advice, or financial planning services directly. All specialized advice comes from your independent, licensed professionals.
Specialist Network Integration
We integrate seamlessly with your existing family office or bring in specialized experts for emerging and niche areas requiring focused expertise.
Blockchain & Digital Assets
- Cryptocurrency legal operations
- Tokenized projects and investment funds
- Decentralized finance (DeFi) structures
- Digital asset custody and governance
Global Structuring
- Cross-border entity formation
- International tax optimization
- Multi-jurisdictional compliance
- Offshore trust administration
Regulation & Administration
- Regulatory compliance coordination
- Legal project management
- Professional network access
- Operational support and administration
Flexible Integration Model
Our open architecture approach allows us to work alongside your existing family office, complementing their capabilities with specialized expertise in emerging areas. We coordinate with vetted specialists— including outsourced CLO/COO consultants, blockchain legal experts, and niche advisors—to address complex requirements that demand focused knowledge.
Whether you need coordination for cryptocurrency operations, global structuring across multiple jurisdictions, or specialized regulatory administration, we facilitate access to professionals with deep expertise in these evolving domains.
Specialized Trust Structures
We coordinate with your personal attorneys and specialists to establish sophisticated trust structures, each designed with specific legal requirements and governance frameworks to maximize protection and benefits.
Domestic Structures
- Wyoming Limited Liability Company
- Nevada Trust
- Delaware Statutory Trust
- Series LLC Structures
International Structures
- Nevis Limited Liability Company
- Cook Islands Irrevocable Trust
- Offshore Foundation Structures
- International Asset Protection Trusts
All structures are established in coordination with your existing legal counsel and specialists. Each structure is designed with appropriate governance and independence requirements to preserve its legal benefits. Private Circle serves as the facilitator and coordinator, not as the legal advisor.
Disclosures & Legal Information
Complete transparency about our role, limitations, and regulatory status.
What We Do
- Coordinate with your attorneys, accountants, and financial professionals
- Serve as project coordinator and relationship manager
- Facilitate communication between all parties
- Manage entity governance and administrative operations
- Provide signature authority as designated officer or manager
- Maintain compliance records and documentation
What We Don't Do
- Provide legal advice, opinions, or legal representation
- Offer investment advice or financial planning services
- Prepare tax returns or provide tax strategy development
- Act as a registered investment adviser
- Provide medical concierge, relocation, or immigration services
Regulatory Status
Entity Structure: Private Circle is a Wyoming Limited Liability Company organized under the laws of the State of Wyoming. We operate as a private family office providing coordination and administrative services.
Not a Registered Investment Adviser: Private Circle is not registered with the U.S. Securities and Exchange Commission (SEC), any state securities regulatory agency, or FINRA. We do not provide investment advice, manage client assets, or make investment recommendations.
Not a Law Firm: Private Circle does not provide legal services, legal advice, or legal representation. Services rendered are administrative and coordinative in nature. Communications with Private Circle are not protected by attorney-client privilege.
Not a Tax Adviser: Private Circle does not prepare tax returns, provide tax advice, or develop tax strategies. All tax matters should be directed to qualified tax professionals.
Affiliated Entities & Conflicts
The Estate, PLLC: One or more managers of Private Circle are also principals of The Estate, PLLC, a professional limited liability company organized as a law firm. The Estate, PLLC may provide legal services to clients under separate engagement agreements. Legal services provided by The Estate, PLLC are subject to attorney-client privilege and professional rules of conduct.
Enclave Digital Wealth LLC: One or more managers of Private Circle are also principals of Enclave Digital Wealth LLC, a registered investment adviser. Enclave Digital Wealth LLC may provide investment advisory services to clients under separate advisory agreements and is subject to SEC registration and oversight.
Potential Conflicts of Interest: The relationships between Private Circle and its affiliated entities may create potential conflicts of interest. Clients are encouraged to seek independent counsel and are under no obligation to engage affiliated entities for legal or investment advisory services.
Privacy & Confidentiality
Confidentiality Commitment: Private Circle maintains strict confidentiality protocols for all client information. We implement administrative, technical, and physical safeguards to protect the confidentiality and security of client data.
Information Sharing: Client information may be shared with attorneys, accountants, financial advisers, and other professionals as necessary to coordinate services, but only with client authorization or as required by law.
Data Security: While we employ industry-standard security measures, no system is completely secure. Clients acknowledge that electronic communications and data storage carry inherent risks.
General Disclaimers
Independent Professional Advice Required: Clients must obtain independent legal, tax, accounting, and investment advice from qualified professionals. Private Circle's coordination services do not substitute for professional counsel.
No Guarantees: Private Circle makes no guarantees regarding outcomes, tax benefits, asset protection, or other results. The effectiveness of legal structures depends on numerous factors including proper implementation, ongoing compliance, and changes in law.
Jurisdiction: Trust structures and legal entities are subject to the laws of their respective jurisdictions. International structures may involve complex legal, tax, and regulatory considerations requiring specialized expertise.
Information Provision: Information provided by Private Circle regarding estate planning, charitable giving, trust structures, and related topics is for general informational and educational purposes only and does not constitute legal, tax, or financial advice.
Invite-Only Service: Private Circle operates on an invite-only basis. Access to services is by referral and subject to acceptance. We reserve the right to decline engagements at our discretion.
Privacy Policy
Private Circle LLC | Last Updated: October 2025
What Information We Collect
Private Circle collects and maintains personal information about clients to provide coordination and administrative services. The categories of information collected depend upon the scope of engagement and may include:
- Personal and household information including contact details, family structure, and key relationships
- Financial information necessary for entity governance and trust administration
- Information about existing professional relationships with attorneys, accountants, and advisers
- Documentation related to entity formation, trust structures, and governance matters
- Communications and correspondence related to coordination activities
- Information needed for signature authority and administrative functions
When you are no longer our client, we continue to maintain your information in accordance with this policy and applicable legal requirements.
How We Use and Share Information
Private Circle uses client information solely to provide coordination and administrative services. We share information only as necessary to fulfill our role and as permitted or required by law.
| Reason for Sharing | We Share | You Can Limit |
|---|---|---|
| For coordination purposes—to facilitate communication with your attorneys, accountants, and other professionals | Yes | Yes |
| For administrative purposes—to maintain entity governance and trust administration | Yes | No |
| For legal compliance—to respond to court orders, subpoenas, and regulatory requirements | Yes | No |
| With affiliated entities—when you engage The Estate, PLLC or Enclave Digital Wealth LLC | Yes | Yes |
| For marketing purposes | No | We don't share |
| With non-affiliates for their marketing | No | We don't share |
How We Protect Your Information
To protect your personal information from unauthorized access and use, we employ security measures including:
- Encrypted communications and secure file storage systems
- Multi-factor authentication for system access
- Restricted physical and digital access to client information
- Regular security assessments and updates
- Confidentiality agreements with all personnel and service providers
While we implement industry-standard security measures, no system is completely secure. Electronic communications and data storage carry inherent risks that cannot be entirely eliminated.
Additional Information
How We Collect Information
We collect information directly from you during consultations, through documentation you provide, and from your authorized representatives and professional advisers.
Your Rights
You have the right to request access to your information, request corrections, and limit certain types of information sharing. Contact us to exercise these rights or if you have questions about our privacy practices.
Changes to This Policy
We may update this Privacy Policy periodically. Material changes will be communicated to active clients. Your continued engagement following changes constitutes acceptance of the updated policy.
Contact
For questions about this Privacy Policy or to exercise your privacy rights, please contact us through your designated relationship manager.
Terms of Service
Private Circle LLC | Last Updated: October 2025
1. Acceptance of Terms
By accessing this website or engaging Private Circle's services, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with these terms, you are prohibited from using this site or engaging our services.
These terms apply to the website only. Service relationships are governed by separate written engagement agreements.
2. Service Relationship
A service relationship with Private Circle is established only upon execution of a written engagement agreement. Use of this website does not create any service relationship, advisory relationship, or professional obligation.
All services are provided in accordance with the terms set forth in executed engagement agreements. Private Circle operates on an invite-only basis and reserves the right to decline any engagement at its discretion.
3. Website Use
You agree to use this website only for lawful purposes and in a manner that does not:
- Infringe upon the rights of others or restrict their use of the website
- Attempt to gain unauthorized access to any systems, networks, or data
- Transmit any harmful code, viruses, malware, or malicious software
- Collect or harvest information about other users without authorization
- Use automated systems to access the website without permission
4. Intellectual Property
All content on this website, including text, graphics, logos, images, and software, is the property of Private Circle LLC and is protected by United States and international copyright laws.
Unauthorized use, reproduction, or distribution of any materials may violate copyright, trademark, and other laws. You may view and print content for personal, non-commercial use only.
5. Disclaimer of Warranties
This website and its content are provided "as is" without any warranties, express or implied. Private Circle makes no representations or warranties regarding:
- The accuracy, completeness, or timeliness of information provided
- The suitability of any information for your particular circumstances
- Uninterrupted or error-free operation of the website
- Freedom from viruses or other harmful components
Information on this website is for general informational purposes only and does not constitute legal, tax, financial, or professional advice. You should consult qualified professionals for advice specific to your situation.
6. Limitation of Liability
To the fullest extent permitted by law, Private Circle shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of:
- Your access to or use of this website
- Any errors or omissions in website content
- Any unauthorized access to or use of our servers or data
- Any interruption or cessation of website availability
- Any reliance on information provided on this website
This limitation applies even if Private Circle has been advised of the possibility of such damages.
7. External Links
This website may contain links to third-party websites. Private Circle has no control over and assumes no responsibility for the content, privacy policies, or practices of any third-party sites. You acknowledge and agree that Private Circle shall not be liable for any damage or loss caused by use of any third-party content or services.
8. Modifications
Private Circle reserves the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to the website. Your continued use of the website following any changes constitutes acceptance of those changes.
We recommend reviewing these terms periodically to stay informed of any updates.
9. Governing Law
These Terms of Service shall be governed by and construed in accordance with the laws of the United States and the State of Wyoming, without regard to conflict of law provisions.
Any disputes arising from these terms or use of this website shall be subject to the exclusive jurisdiction of the courts located in Wyoming.
10. Contact Information
If you have questions about these Terms of Service, please contact us through your designated relationship manager or at our principal office:
Private Circle LLC
1908 Thomes Ave
Cheyenne, WY 82001