Tech-Enabled Coordination
for Client-Led Wealth
Private Circle provides operational support and coordination services for families who want to lead their own wealth management efforts with professional infrastructure. Access is by referral only.
A hybrid approach for those who want control of their wealth strategy while having tech-enabled operational support coordinating with their chosen professionals.
Our Approach
Tech-enabled operational support that coordinates your external professionals—attorneys, CPAs, financial advisors—while you maintain control and direction.
Operational Coordination
We coordinate with your external attorneys, CPAs, and financial advisors, serving as the operational hub that ensures everyone is aligned with your objectives while you maintain strategic control.
Client-Led with Support
You lead your wealth strategy while we provide the operational infrastructure, technology platform, and coordination to ensure effective execution with your chosen professionals.
We coordinate with your external professionals at their separate fees—ensuring seamless communication and execution while you maintain decision-making authority.
Coordination & Operational Support
Tech-enabled infrastructure that coordinates your external professionals, streamlines operations, and supports your client-led wealth management approach.
Professional Network Coordination
Coordinate communications and workflows between your external attorneys, CPAs, and financial advisors to ensure aligned execution of your wealth strategy.
Entity Formation Coordination
Coordinate with your chosen attorneys and service providers for domestic and international entity formation (separate fees apply for legal and formation services).
Wealth Advisory Coordination
Facilitate coordination between your selected RIA firms, family office advisors, and investment professionals to ensure cohesive wealth management execution.
Operational Infrastructure
Provide tech-enabled operational support including secure document management, communication platforms, and workflow coordination across your professional network.
Specialized Service Coordination
Coordinate specialized services including estate planning, tax planning, real estate consultation, and philanthropic planning with professionals you select (separate fees apply).
Secure Information Hub
Centralized encrypted portal for secure communications, document sharing, and consolidated information access across your entire professional network.
Areas of Coordination
We coordinate with the external professionals you select—attorneys, CPAs, RIA firms, and specialists—at their separate fees, serving as your operational hub.
RIA & Investment Advisory Coordination
Coordinate with your selected RIA firms and investment advisors for portfolio management and investment strategy implementation (advisor fees separate).
Legal & Estate Planning Coordination
Facilitate coordination with your external attorneys for estate planning, entity formation, and legal structuring (legal fees separate).
Real Estate & CPA Coordination
Coordinate with your selected CPAs for accounting, tax planning, and with real estate professionals for property management (professional fees separate).
Philanthropic Strategy Coordination
Facilitate philanthropy planning and charitable giving strategies with your advisors and charitable organizations (advisor fees separate).
Risk Management Coordination
Coordinate credit risk assessment and insurance planning with your selected financial and risk management professionals (advisor fees separate).
Multi-Family Office Coordination
Coordinate comprehensive family office services with your existing or newly selected professional team of advisors (advisor fees separate).
Coordination & Separate Professional Fees
Private Circle provides operational coordination and infrastructure support. All specialized services—legal, accounting, financial advisory—are provided by independent professionals you select at their separate fees. We do not provide legal, tax, or investment advice directly.
Specialist Network Integration
We integrate seamlessly with your existing family office or bring in specialized experts for emerging and niche areas requiring focused expertise.
Blockchain & Digital Assets
- Cryptocurrency legal operations
- Tokenized projects and investment funds
- Decentralized finance (DeFi) structures
- Digital asset custody and governance
Global Structuring
- Cross-border entity formation
- International tax optimization
- Multi-jurisdictional compliance
- Offshore trust administration
Regulation & Administration
- Regulatory compliance coordination
- Legal project management
- Professional network access
- Operational support and administration
Flexible Integration Model
Our open architecture approach allows us to work alongside your existing family office, complementing their capabilities with specialized expertise in emerging areas. We coordinate with vetted specialists— including outsourced CLO/COO consultants, blockchain legal experts, and niche advisors—to address complex requirements that demand focused knowledge.
Whether you need coordination for cryptocurrency operations, global structuring across multiple jurisdictions, or specialized regulatory administration, we facilitate access to professionals with deep expertise in these evolving domains.
Entity Formation Coordination
We coordinate with your selected attorneys and formation specialists for domestic and international entity formation. All legal and formation fees are separate and paid directly to your chosen professionals.
Domestic Entities
- Wyoming Limited Liability Company
- Nevada Trust
- Delaware Statutory Trust
- Series LLC Structures
International Entities
- Nevis Limited Liability Company
- Cook Islands Trust
- Offshore Foundation Entities
- International Asset Protection Structures
All entities are formed through coordination with qualified legal counsel you select. Legal and formation fees are separate and paid directly to your chosen attorneys and service providers. Private Circle provides operational coordination and infrastructure support only.
Disclosures & Legal Information
Complete transparency about our role, limitations, and regulatory status.
What We Do
- Coordinate with professional service providers you select
- Serve as project coordinator and relationship manager
- Facilitate communication between all parties
- Provide operational support and administrative coordination
- Maintain compliance records and documentation coordination
- Offer technology-enabled tools for tracking and communication
What We Don't Do
- Provide legal advice, opinions, or legal representation
- Offer investment advice or financial planning services
- Prepare tax returns or provide tax strategy development
- Act as a registered investment adviser
- Provide medical concierge, relocation, or immigration services
Regulatory Status
Entity Structure: Private Circle is a Wyoming Limited Liability Company organized under the laws of the State of Wyoming. We operate as a private multi-family office providing coordination and administrative services.
Not a Registered Investment Adviser: Private Circle is not registered with the U.S. Securities and Exchange Commission (SEC), any state securities regulatory agency, or FINRA. We do not provide investment advice, manage client assets, or make investment recommendations.
Not a Law Firm: Private Circle does not provide legal services, legal advice, or legal representation. Services rendered are administrative and coordinative in nature. Communications with Private Circle are not protected by attorney-client privilege.
Not a Tax Adviser: Private Circle does not prepare tax returns, provide tax advice, or develop tax strategies. All tax matters are coordinated with qualified tax professionals you select.
Client Entity Structure: Clients typically engage Private Circle through their own entities (LLCs, trusts, family offices, etc.). You maintain ownership and control through appropriate governance structures while Private Circle provides operational support and coordination services.
Privacy & Confidentiality
Confidentiality Commitment: Private Circle maintains strict confidentiality protocols for all client information. We implement administrative, technical, and physical safeguards to protect the confidentiality and security of client data.
Information Sharing: Client information may be shared with professional service providers you designate (attorneys, accountants, financial advisers, etc.) as necessary to coordinate services, and only with your authorization or as required by law.
Data Security: While we employ industry-standard security measures, no system is completely secure. Clients acknowledge that electronic communications and data storage carry inherent risks.
General Disclaimers
Professional Service Selection: Clients select and engage their own legal, tax, accounting, and investment professionals. Private Circle coordinates these services but does not provide professional advice or substitute for professional counsel. All engagement agreements are between you and your selected professionals.
No Guarantees: Private Circle makes no guarantees regarding outcomes, tax benefits, asset protection, or other results. The effectiveness of legal structures depends on numerous factors including proper implementation, ongoing compliance, and changes in law.
Jurisdiction: Trust structures and legal entities are subject to the laws of their respective jurisdictions. International structures may involve complex legal, tax, and regulatory considerations requiring specialized expertise from qualified professionals.
Information Provision: Information provided by Private Circle regarding estate planning, charitable giving, trust structures, and related topics is for general informational and educational purposes only and does not constitute legal, tax, or financial advice.
Operational Support: Private Circle provides operational, administrative, and coordination services. We serve as facilitators and coordinators working within the governance structures you establish through your own entities and professional advisors.
Invite-Only Service: Private Circle operates on an invite-only basis. Access to services is by referral and subject to acceptance. We reserve the right to decline engagements at our discretion.
Privacy Policy
Private Circle LLC | Last Updated: December 2025
What Information We Collect
Private Circle collects and maintains personal information about clients to provide coordination and administrative services. The categories of information collected depend upon the scope of engagement and may include:
- Personal and household information including contact details, family structure, and key relationships
- Financial information necessary for coordination purposes
- Information about your selected professional service providers and advisers
- Documentation related to entity formation and coordination matters
- Communications and correspondence related to coordination activities
- Information needed for operational support and administrative coordination
When you are no longer our client, we continue to maintain your information in accordance with this policy and applicable legal requirements.
How We Use and Share Information
Private Circle uses client information solely to provide coordination and administrative services. We share information only as necessary to fulfill our role and as permitted or required by law.
| Reason for Sharing | We Share | You Can Limit |
|---|---|---|
| For coordination purposes—to facilitate communication with professional service providers you designate | Yes | Yes |
| For administrative purposes—to provide operational support and coordination services | Yes | No |
| For legal compliance—to respond to court orders, subpoenas, and regulatory requirements | Yes | No |
| For marketing purposes | No | We don't share |
| With non-affiliates for their marketing | No | We don't share |
How We Protect Your Information
To protect your personal information from unauthorized access and use, we employ security measures including:
- Encrypted communications and secure file storage systems
- Multi-factor authentication for system access
- Restricted physical and digital access to client information
- Regular security assessments and updates
- Confidentiality agreements with all personnel and service providers
While we implement industry-standard security measures, no system is completely secure. Electronic communications and data storage carry inherent risks that cannot be entirely eliminated.
Additional Information
How We Collect Information
We collect information directly from you during consultations, through documentation you provide, and from your authorized representatives and professional advisers.
Your Rights
You have the right to request access to your information, request corrections, and limit certain types of information sharing. Contact us to exercise these rights or if you have questions about our privacy practices.
Changes to This Policy
We may update this Privacy Policy periodically. Material changes will be communicated to active clients. Your continued engagement following changes constitutes acceptance of the updated policy.
Contact
For questions about this Privacy Policy or to exercise your privacy rights, please contact us through your designated relationship manager.
Terms of Service
Private Circle LLC | Last Updated: December 2025
1. Acceptance of Terms
By accessing this website or engaging Private Circle's services, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with these terms, you are prohibited from using this site or engaging our services.
These terms apply to the website only. Service relationships are governed by separate written engagement agreements.
2. Service Relationship
A service relationship with Private Circle is established only upon execution of a written engagement agreement. Use of this website does not create any service relationship, advisory relationship, or professional obligation.
All services are provided in accordance with the terms set forth in executed engagement agreements. Private Circle operates on an invite-only basis and reserves the right to decline any engagement at its discretion.
3. Website Use
You agree to use this website only for lawful purposes and in a manner that does not:
- Infringe upon the rights of others or restrict their use of the website
- Attempt to gain unauthorized access to any systems, networks, or data
- Transmit any harmful code, viruses, malware, or malicious software
- Collect or harvest information about other users without authorization
- Use automated systems to access the website without permission
4. Intellectual Property
All content on this website, including text, graphics, logos, images, and software, is the property of Private Circle LLC and is protected by United States and international copyright laws.
Unauthorized use, reproduction, or distribution of any materials may violate copyright, trademark, and other laws. You may view and print content for personal, non-commercial use only.
5. Disclaimer of Warranties
This website and its content are provided "as is" without any warranties, express or implied. Private Circle makes no representations or warranties regarding:
- The accuracy, completeness, or timeliness of information provided
- The suitability of any information for your particular circumstances
- Uninterrupted or error-free operation of the website
- Freedom from viruses or other harmful components
Information on this website is for general informational purposes only and does not constitute legal, tax, financial, or professional advice. You should consult qualified professionals for advice specific to your situation.
6. Limitation of Liability
To the fullest extent permitted by law, Private Circle shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of:
- Your access to or use of this website
- Any errors or omissions in website content
- Any unauthorized access to or use of our servers or data
- Any interruption or cessation of website availability
- Any reliance on information provided on this website
This limitation applies even if Private Circle has been advised of the possibility of such damages.
7. External Links
This website may contain links to third-party websites. Private Circle has no control over and assumes no responsibility for the content, privacy policies, or practices of any third-party sites. You acknowledge and agree that Private Circle shall not be liable for any damage or loss caused by use of any third-party content or services.
8. Modifications
Private Circle reserves the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to the website. Your continued use of the website following any changes constitutes acceptance of those changes.
We recommend reviewing these terms periodically to stay informed of any updates.
9. Governing Law
These Terms of Service shall be governed by and construed in accordance with the laws of the United States and the State of Wyoming, without regard to conflict of law provisions.
Any disputes arising from these terms or use of this website shall be subject to the exclusive jurisdiction of the courts located in Wyoming.
10. Contact Information
If you have questions about these Terms of Service, please contact us through your designated relationship manager or at our principal office:
Private Circle LLC
1908 Thomes Ave
Cheyenne, WY 82001