AlphaM Capital Management
The Family Office
A private family office is the family's own institution for managing its financial life. AlphaM's work falls into five areas.
Investment Stewardship
Oversight and coordination of family investment assets and the professionals who manage them.
Trust Administration Support
Coordination of the financial records and reporting associated with family trusts, in support of their trustees.
Family Financial Administration
Reporting, documentation, accounting coordination, and record-keeping.
Estate & Generational Planning Coordination
Supporting the family's attorneys, accountants, trustees, and advisers as plans are made and carried out.
Governance
Maintaining the records, processes, and meetings that give the family office continuity.
These services are provided solely to the family and its related entities.