Opes is a proposed Nevada-chartered retail trust company in organization. It is not chartered and does not currently provide fiduciary or trustee services.

Representative case

Bring us the case that does not fit neatly anywhere else.

Describe an anonymized structure and we will respond with preliminary, non-binding observations about how it might be administered under our proposed model—and where we would expect friction.

Submit no client-identifying information. This is a design exercise, not an engagement.

Submit anonymized information only. Do not include client names, entity names, account numbers, addresses, or any other detail that could identify a family. Describe the structure, not the people.

The structure