Schematex
entity·Trust and estate planning conventions·legal-finance·complexity 3/3·since v0.1.0

Family office trust structure

Estate-planning entity structure with a grantor, irrevocable trust, trustee LLC, holding company, investment LLCs, and beneficiary distributions.

For the estate attorney

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Family Office Trust Entity structure diagram with 7 entities and 6 relationships Family Office Trust South Dakota Delaware contribution administrative control 100% 100% 100% distributions Grantor Settlor SD Irrevocable Dynasty Trust Trust GST exempt est. 2021-04-01 SD Trustee Services LLC LLC Directed trustee DE Family Holdings, Inc. Corporation DE Real Estate LLC LLC DE Marketable Securities LLC LLC SD Children Trust Share Trust
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Scenario

Estate attorneys often need to explain control, economics, and fiduciary roles on one page. This structure separates voting/control relationships from ownership and beneficiary distributions.

Annotation key

Entity syntax