Always
Easier.
Common law trust formation, web presence, compliance automation, and AI workflows — coordinated under one private membership.
Every service a serious
founder actually needs.
One membership unlocks formation, infrastructure, compliance, and growth — done with you, not just handed off.
Common law trust and LLC formation with virtual address, phone, state registration, and an IRS EIN — the legal backbone of a credible business.
Formation packagesCustom-built websites with domain, hosting, business email, and optional SEO — from a three-page starter to a full authority site with social launch.
Website packagesCustom AI workflow automation, document generation, and intelligent integration — built for your specific business processes, not generic templates.
AI servicesOngoing compliance monitoring for one to five-plus entities — filing reminders, state calendars, document alerts, and a dedicated compliance dashboard.
Compliance plansCoordinated oversight for multi-entity family structures — document vault, advisor coordination, and flat-fee annual retainers. Never a percentage of assets.
Family office servicesA curated directory of verified CPAs, attorneys, and licensed professionals — vetted for license, E&O coverage, and signed partnership agreements.
Member directoryOne membership.
Every service unlocked.
$49/year gives you access to all services, the member dashboard, vetted resources, and priority support.
- Member dashboard & document vault
- Business formation services
- Web design & SEO services
- AI automation services
- Compliance monitoring access
- Referral network directory
- Priority support
- Common law trust formation
- Virtual address + phone (1 yr)
- State & IRS registration
- Domain + 5 email accounts
- Three-page starter website
- Formation + web + compliance
- AI automation add-ons
- Family office coordination
- Referral network access
- Priority advisor access
From signup to operating
in four steps.
A $49 annual membership gives you full access to every service, the member dashboard, and the support team.
A short intake form tells us exactly what you need — your goals, existing entities, preferred timeline, and service priorities.
Your team handles formation documents, web builds, compliance setup, and automation — you stay in the loop without doing the work yourself.
Completed assets are delivered to your dashboard. Ongoing compliance and support keep you covered as you scale.
What members say.
The business formation process that used to take me weeks of back-and-forth with attorneys and registered agents was done in days. The trust documents, virtual address, and EIN were all handled under one roof.
I had three entities with no compliance tracking. CaaS gave me a single dashboard showing every deadline across all three. Nothing falls through the cracks now.
The referral directory connected me to a CPA who actually understands trust structures. I'd been looking for someone like that for two years.
Ready to build on solid ground?
Join for $49/year and access every service — from a first trust formation to full family office coordination.