Family Office - Dynastic Trust Design
A family struggled to find support through conventional channels in bringing their vision of a dynastic trust, supporting housing, education and emergency circumstances, into a testable reality.
Family Office - Temporary Resource Trust Modeling
A family office’s internal quantitative resource departed during a time-sensitive trust design project. I reviewed existing models, worked iteratively with the CEO to scope and ultimately pivot to a new model accommodating commonalities and idiosyncrasies across each family line (which had been modeled independently). The model enabled the CEO to test his plans and communicate the findings to family lines.