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."
Your Family's Private Office
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.
Governance & Compliance
We maintain appropriate governance structures that preserve the legal integrity and benefits of each arrangement, ensuring compliance while protecting your family's interests.
Documentation & Records
Comprehensive record-keeping and documentation management ensures continuity across generations and provides clear institutional memory for your family's affairs.
"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 and oversight that complex wealth demands.
Entity Governance
Comprehensive management of corporate entities, LLCs, and partnerships.
Trust Administration
Professional stewardship of trust structures and fiduciary obligations.
Estate Coordination
Seamless coordination of estate planning with your legal counsel.
Family Office Services
Complete family office infrastructure and administrative support.
Professional Coordination
Central point of contact for all professional advisors and service providers.
Multi-Jurisdictional Support
Coordination of international structures and cross-border requirements.
Discretion, Continuity,
Excellence
Private Circle was founded on the principle that families with complex wealth deserve a dedicated partner who can provide institutional-quality oversight with the discretion and personal attention of a trusted advisor.
We serve as the central coordinating point for your family's affairs, working alongside your existing advisors while providing the continuity and institutional memory that ensures nothing falls through the cracks.
Our team brings decades of experience in trust administration, family office management, and fiduciary services. We understand that every family is unique, and we tailor our approach accordingly.