Rhodes keeps the record and deadlines, so it’s not all in one person’s head.
Start your Rhodes officeForward five documents and see what it finds.
30-day trial. Card at signup, nothing charged until day 30.
If that’s you, the whole structure runs on your memory. If it’s someone else, it leaves when they do.
Roles are spread across trust documents, amendments and old emails. The answer matters most on the day nobody can find it.
One needs the K‑1s, another the certification of trust, a third last year’s operating agreement. You’re the one who gathers it.
Shown with a fictional family’s records. The product is real.
Forward what you have. Rhodes reads it, maps the entities and roles, and answers questions like “what does the family trust own?” with the work shown.
Rhodes notices when a yearly document hasn’t shown up. When a K‑1 or statement is late, it tells you which one and which entity is owed it, before anyone has to ask.
Rhodes builds each entity’s obligations from how it’s formed, registered and taxed, then lays them out by due date across the organization.
Grantor, trustee, successor trustee, situs and trust type for each trust, on the same page as its documents and filings.
Email Rhodes what you want sent. It replies with an approval card showing the document and who can open it. Nothing is shared until you reply APPROVE.
Trusts, holding companies and partnerships, kept as one connected record.
Who owns what, through what, from the trust at the top down.
Grantors, trustees and successors, from the documents.
Family members, trustees and advisors in one place.
If a yearly K‑1 or statement hasn’t shown up, Rhodes notices.
Every change to the record, and who made it.
Advisors get documents only after you say so.
What one person knew is now in the record, where anyone you trust can find it.
When someone new takes over, the structure and its documents are already there.
The document they asked for is a reply away, not an afternoon of searching.
Every entity’s filings are tracked, including the ones nobody thinks about.
And when Rhodes isn’t sure, it asks. It doesn’t guess.
All the complexity of a family office. None of the staff.
Start your Rhodes office30-day free trial · card at signup, nothing charged until day 30 · cancel anytime
An LLC for every property, each with its own state and filings.
The companies behind the business: officers, registrations, filings.
Funds, SPVs and co-invests, each with its own K‑1 and capital calls.
Everything a closed deal leaves behind: a holding company, trusts, escrow, an earnout.
Trusts, trustees, and the signed documents your family will need someday.