Solutions
One institutional fiduciary platform. Multiple specialized practices.
Modern private wealth is not one problem. It is a set of related problems that traditional trust departments handle in isolation, if at all.
All practices describe a proposed service model that would be offered only following regulatory authorization.
Founder & Concentrated Equity
Founders and early employees often hold the majority of their net worth in one illiquid position. Our proposed administrative model is designed to hold and account for that position without forcing a sale, a diversification mandate, or a change in investment advisor.
Private Capital & Alternative Assets
Venture, private equity, private credit, and direct co-investments carry obligations that outlast most trustee relationships. Our proposed service model treats capital calls, distributions, and reporting as core administration rather than an exception.
Family Business & Real Estate
Closely held businesses and real estate entities require a trustee comfortable with governance documents, distributions, and entity-level decision-making. Our proposed model is designed to hold these interests without interfering with day-to-day operations.
Internationally Connected Families
International connection changes reporting, distribution, and structuring in ways most domestic trustees are not organized to handle. Our proposed model is built with cross-border complexity in mind from the outset.
Family Governance
Modern trust structures distribute authority across directors, protectors, and committees. Our proposed model is designed to administer that architecture and preserve a durable record of how decisions were made.
Opes is a proposed Nevada-chartered retail trust company in organization. It is not authorized to act as a trustee or fiduciary, and nothing here is legal, tax, or investment advice.