A holdco, new trusts, escrow, an earnout. Rhodes keeps it all in a place you own.
Start your Rhodes officeForward five documents and see what it finds.
30-day trial. Card at signup, nothing charged until day 30.
Somewhere in it are escrow terms, earnout periods and notices you’ll need for years. Finding them again is the hard part.
A trust from your estate planner, a holding company, an LLC for the house. Each one started its own clock of filings.
The commitments add up fast, and so do the capital calls and K‑1s that follow them.
Shown with a fictional family’s records. The product is real.
The new trusts and holding company sit alongside everything you already had, each with its owner and filing status. Rhodes builds them from the trust instruments, operating agreements and closing documents, and you confirm before anything is locked in.
Forward the closing documents. Each one is read and filed to the entity that holds the proceeds, so the escrow agreement is a search away in year three.
Rhodes builds each new entity’s obligations from where it’s formed and registered and how it’s taxed, so the first annual report isn’t the one you miss.
Fund commitments held by the right entity, with each capital call, distribution and K‑1 filed as it arrives.
The structure, the closing documents and what comes next, kept as one record.
Trusts, a holding company and LLCs, mapped from the documents.
Grantors, trustees and successors for each new trust.
The sale’s paperwork filed to the entity that holds the proceeds.
Every new entity’s filings tracked from day one.
Each new commitment with its calls, distributions and K‑1s.
Advisors get documents only after you say so.
What you own, and through what, on one page.
Every new entity’s first filings are already on the calendar.
Everyone gets the same documents, after you approve.
Forward documents as they arrive. The record keeps up.
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
The work of a family office, without hiring the staff.
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.
Trusts, trustees, and the signed documents your family will need someday.