Individual Associates
Your own family office. Yours to run, at your own pace.
As a member, your family office gets an Avolve Associate — the execution role that carries the day-to-day, every day, and brings you finished decisions instead of open loops.
The execution role of your family office.
If you hold multiple LLCs, K-1s arrive from several directions, and an assistant, a bookkeeper, and five advisers are stitched together by you — you already run a family office. It's just scattered, and you are its most expensive employee.
The Associate is the role that takes that work over: research, diligence, operations, coordination. Not a person you hire and not staff you manage — a standing role inside your family office, staffed by agents, working under your approval. It picks up each task at the raw input — the notice, the email, the filing — and carries it to a finished decision waiting for your yes.
It works on your whole world, not just the money side: the personal obligations and the business ones, both aspects, always.
You approve. It does.
You approve the property-insurance renewal.
It pays from the renewal notice, files the proof, and posts the entry to your ledger.
You approve the quarter's K-1 handling.
It chases the stragglers, files each one to your tax records, and confirms your CPA has the full set.
You approve the read on the roof-repair quote.
It drafts the reply to your property manager, schedules the follow-up, and closes the loop.
You approve nothing at all this morning.
It still delivers the daily brief: where everything stands, what's due, and what's waiting on you.
Run-mode is a standing calendar, not a to-do list you feed:
Daily
Morning brief — cash, inbox, obligations, exceptions.
Weekly
Bill-pay run, filing, adviser follow-ups.
Monthly
The close: reconciled ledger and a one-page owner's report.
Quarterly
Consolidated report, K-1 and capital-call season, run-book refresh.
The payoff is felt before it's measured: nothing is slipping anymore. The hours you spent being the integration point of your own world come back — to your family, your health, your business, and the work only you can do.
How you own it.
You own it
Your family office runs on accounts and infrastructure you own outright. Revoke our access and everything keeps running — fire us and keep the family office.
You approve everything
Every consequential action is staged and waits for your yes. Nothing moves without you, and every number traces back to its source document.
We never touch your money
Your assets stay with your custodians; your investing stays with advisers you choose. A flat fee, never a percentage of your assets.
One flat number, scoped to the complexity of your world at a private working session — on founding terms while the founding cohort is open.