About this entity
Turning a family's time horizon into executable documents. Putting a family's time horizon into executable documents.
Entity background & location
Background
The group's Americas client and insurance interface, designing custody, life insurance and succession structures for high-net-worth families and entrepreneurs, with family office governance and liquidity coordination.
Established: 2019 (illustrative) · Entity code: US-LA · Leadership: Americas CEO · N. Reyes (illustrative)
Why this location
California combines high-net-worth families, technology and entertainment entrepreneurs and a strong professional services ecosystem. Pacific time connects APAC and Latin America.
Relationship with the group
Group milestones & governance → Our place in the global network →
Team functions
Custody architecture
Custodian due diligence, account permissions & dual control
Cross-market policy structure comparison
Beneficiary / trust coordination & annual review
Policy financing coordination
Liquidity, premium & FX stress testing
Family office governance
Family charters, next-generation governance & archives
Local group insurance coordination
Alignment with group programmes
Our role in the 24-hour handover cycle
| Coverage (UTC) | Accountable centre | Scope |
|---|---|---|
| 00:00–08:00 UTC | Singapore / Hong Kong SAR, China (UTC+8) | APAC open, signal reviews, trust & policy documents and client meetings |
| 08:00–16:00 UTC | London (UTC+0 / +1) | EMEA allocation, institutional custody, clearing, reinsurance, group insurance & handover notes |
| 16:00–24:00 UTC | Oregon / Los Angeles (UTC−8 / −7) | Americas open, engine & risk monitoring, private clients, insurance structures & disaster recovery exercises |
Two daily handovers (APAC → London and London → Americas), with numbered and archived records.