How we deliver
We build your family office around your world in 90 days. Then it runs.
Done for you, not do-it-yourself. We start from what you already have — the entities, the accounts, the advisers, the scattered version — and set your family office up around it. You don't migrate into our system; your family office takes shape around yours.
Days 1–7
Nothing is slipping
We sweep every obligation in your world — filings, renewals, capital calls — onto one watched calendar. The fastest relief comes first.
Weeks 2–4
You can see your world
The entity map: every LLC, trust, and account in one living picture, with the provider directory of who does what.
Weeks 3–8
One balance sheet, daily
The consolidated ledger comes online, reconciled in one place, with the morning brief on top of it.
Weeks 8–12
Your family could take over
The continuity run-book — who does what, where everything lives, how it keeps running — written down and walked through.
Day 90
It runs
Handover review. Your family office moves into its standing rhythm: daily, weekly, monthly, quarterly — with you approving, not administering.
We coordinate your CPA, attorneys, insurers, and the advisers you choose — we never replace them, never hold your assets, and never advise on investments.
Run with you by a fellow principal, not a vendor.
Avolve was founded by Joshua Seymour, and Avolve is our own family office — we run it every day on exactly the system members get, and we build nothing for members that we don't run ourselves. Your guide is a step ahead on the same path, not a firm selling you a product it wouldn't use.
That changes the relationship. There's no account manager, no ticket queue, no upsell cadence — a working relationship with someone who carries the same obligations, reads the same morning brief, and answers to the same approval queue you do.
● We call our own family office Family Office Zero. It came first, and every refinement is lived there before it reaches yours.
Start with a private working session.
Thirty minutes on your world and an honest read on whether the 90-day build is worth it for you — including “this isn't for you yet,” if that's the truth. Founding terms are open through the founding cohort.