Axiom Private Services · For advisors
The family office layer, without touching the investments.
Axiom Private Services lets RIAs, attorneys, and family offices give clients family office services they don't offer in-house: bill pay, consolidated reporting, insurance and property oversight, and trustee roles. Axiom doesn't manage assets, so the investment relationship stays with the advisor.
What does Axiom provide?
- Bill pay and monitoring for households, properties, and entities, under approval rules the family sets
- Consolidated reporting across custodians, bank accounts, entities, real estate, and private investments
- Insurance and property review that flags mismatches between how assets are titled and how they are insured, for the family's broker to evaluate
- Estate and tax coordination with the family's attorney and CPA
- Trustee roles, including directed and administrative trustee, subject to acceptance review
Why advisors use Axiom
Clients with significant wealth expect more than investment management, but building a family office team is expensive. Axiom provides that layer within a regulated trust company. The advisor keeps the investment relationship, and the client gets the administration done.
Frequently asked questions
Does Axiom manage investments?
No. Axiom doesn't manage assets. Investment decisions stay with the client's advisor and custodian.
Who does Axiom work with?
RIAs, wealth managers, estate planning attorneys, and family offices whose clients need family office administration or a corporate trustee.
Offer family office services to your clients
Tell us about your firm and your clients' needs.
Email hello@axiom-trust.com