// Family Fiduciary Services
Clarity, Stability, and Discretion for life’s Most Important Relationships
Families thrive when expectations are clear, responsibilities are understood, and agreements are honored. Without these foundations, even the most well-intentioned plans can be tested by unforeseen events or shifting priorities.
// What we provide
What makes up Family Fiduciary Services
As your chief fiduciary officer, TOPO serves as a trusted, neutral party in both planning and administration—helping individuals, families, and family offices navigate decisions.
Our role is to ensure your intentions are carried out precisely and confidentially, while maintaining the trust and understanding among all involved.
Family Office Administration
Orchestrate the people, processes, and protections that preserve family wealth and intent.
Family Constitution & Governance
Anchor family unity with shared values and clear decision-making principles.
Prenuptial & Postnuptial Agreements
Balance protection with fairness.
Family Contracts & Settlements
Resolve matters privately, with enduring clarity.
Guardianship & Conservatorship Oversight
Recommend and guide responsible parties to protect vulnerable family members.
Shared-Asset Agreements
Define rights, responsibilities, and cost-sharing for jointly owned property such as vacation homes, aircraft, or investment assets.
Intrafamily Loans & Financing Arrangements
Prevent misunderstandings through clearly documented, enforceable terms.
Confidential Family Business Governance
Establish decision-making structures and role definitions that protect both the enterprise and family harmony.
We provide neutral guidance to preserve harmony, strengthen relationships and implement agreements that endure.
// Get Started