You get a family office that outlasts you.
You already have a family office. Maybe it has a CFO. Maybe it's you, chasing the accountant, the renewals, and the school office between meetings. Either way, you and I make sure it keeps running when the person holding it all together steps away. I'm Josh Seymour, and I'm starting with my own.
Right now, everything routes through one person.
Maybe that person is you, between meetings and school pickup. Maybe it's a CFO who has been with the family for twenty years and knows where everything is — which is wonderful until the day it isn't. Either way, the K-1 the accountant still owes you, the umbrella policy renewal, the passports, the contractor who never called back: someone has to remember all of it.
- The follow-up email you keep meaning to send
- The renewal date living in one person's head
- The K-1 that arrives late every single year
- The file only your CFO knows how to find
Your family office runs whether you are there or not.
Personal and business in one system: the email, the chasing, the renewals, the records, the follow-through — handled on schedule, with nothing going out without you. You stop being the one who has to remember everything. If something happens to you, your family inherits a running office, not a mystery.
Start your own family office. Add me if you want a person in it.
The one action is the same for everyone: start your own family office with Avolve. It runs the email, the chasing, and the renewals — personal and business — in accounts you own, and nothing goes out without your approval.
If you want me in the room too, I'll work with a small number of principals directly. Scheduled time every month, nothing billed by the hour.
The first proof is my own family office.
I have no clients to show you yet, and I won't pretend otherwise. What I have is my own family office — personal and business — moving onto the same rails I'm offering, in public, where you can watch it take shape before you commit anything. Industry research puts the leanest staffed family office near $875,000 a year; mine is the demonstration that the job can be done without the payroll.
Everything routes through you. It doesn't have to.
You already run a family office; I'm building the version that outlasts the person running it, starting with mine. Nothing is for sale today. Get on the list — I'll email you myself when there's something to hand over.