Rhodes runs it for you — collecting the documents your providers send, filing each to the right entity and trust, and watching state and federal filing deadlines.
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Maybe it's you, maybe you and one other person. The CPA has some documents, the attorney has others, the fund admin has a portal — and keeping it straight is a full-time job nobody was hired for.
You've got the entities — the family LLCs, the trusts, the holding company. What you don't have is the person whose job it is to keep every registration, renewal, and filing current across them.
Who's trustee on which trust? Where's the operating agreement for the 2019 LLC? Which entity holds the lake house? It's all documented — across three inboxes and someone's desktop.
The CPA's folder, the attorney's PDFs, the fund statements — rough piles welcome. No onboarding project, no data migration.
K-1s, capital calls, trust documents, state filings — each one read and filed to the right entity or trust, with newly discovered entities held for your confirmation.
Deadlines tracked from verified sources across states and entities. Drop in new documents as they arrive, and ask Rhodes anything — you only hear from it when something needs you.
From the CPA, the attorney, the fund admin — drop them in and Rhodes files each to the right entity and trust, readable and searchable in seconds.
Operating agreements, trust instruments, K-1s, tax returns, insurance certs — read and filed to the right entity the moment they arrive.
Annual reports, registered agent renewals, state filings — tracked per entity across every state, with reminders before anything's due.
Parent-child entities, trusts and their trustees, shared members, cross-entity ownership — the whole picture, not a folder tree.
"Which entities does the family trust own?" "When is the Delaware LLC's annual report due?" Ask; don't dig.
Every document collected and every login made on your behalf is logged and visible. Rhodes acts only where you authorize it.
Not a multi-family office firm. Not $50k/year enterprise software. Rhodes is for families running their own office — with software instead of staff.
You manage the family's entities alongside everything else. Rhodes is the operations hire you didn't make.
A small team managing a family's entities, investments, and filings. Rhodes does the document-chasing so you can do the thinking.
Your CPA, attorney, and wealth manager are the team — Rhodes is the one that connects them, keeping the family's records in one place instead of theirs.
Structuring a family office and deciding what to hire vs. buy? Start with the record-keeping handled — add people only where judgment matters.
Family office software for families running their own office — ask it what you own, through which entity, and what's due. Start a free 30-day trial and see your whole structure in one place.
30-day free trial · cancel anytime