FAMILY OFFICE SERVICES

The Safety & Clarity your family needs

The access and the time of a family office.

One team that sees everything you own, keeps every professional around you aligned, and makes sure nothing important is left to chance. Serious time on your calendar, the full range of family-office services, and the investment access of a private investment firm. Flat monthly fee, built for families between $2M and $40M.

FIND YOUR MAGIC NUMBER
BOOK A FREE DISCOVERY

Two things wealth is supposed to buy

Most families in this range have already done the hard part. They built something. What they do not have is the settled feeling that it is all under control, and that is rarely a money problem. It is a coordination problem, and it has two halves.

CLARITY

Knowing exactly where you stand

Everything you own in one picture, updated every month. Your assets, your income, what it costs you to live, and how far you have to go. All of it reduced to a single figure that answers the only question most families actually have: How long until we don’t have to worry anymore?

No reconstructing it from six statements every quarter. No discovering something at year-end that you would have wanted to know in March.

SAFETY

Knowing nothing is being missed

The estate documents are current, not years old. The insurance policies actually cover what you believe it covers. The entities are clean, the beneficiaries named correctly, the gaps between your professional advisors are filled by someone dedicated to building consistency.

 

A full written record of your family investments, easily digestible, and protected from prying eyes. Safety means nothing when information and safety fail between the people advising you.

You have the wealth. But you lack the whole picture.

Everything a family office does already exists. But rarely are these services coordinated. Instead, the industry sells them as individual products. You end up with a lawyer, an accountant, a broker and a banker, every one of them competent, and not one of them seeing the entire picture.

 

Ragland Capital is one team holding the whole picture, standing monthly meetings, with principals in the room. Everything above, at a price a family with $2M in assets can actually justify.

The Magic Number

Clarity is not a feeling. It is a number. Keep investing at your current pace and one day your investments pay for your life. The Magic Number is simple. It’s how many months away that day of clarity is for your family. It is the whole picture reduced to one figure, and it is how you keep score on us. Find yours in seconds, then we get to work bringing it down.

What’s Your Magic Number?

The months until your investments cover your lifestyle, and work becomes optional.

$
$
$
%
YOUR MAGIC NUMBER
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MONTHS
TARGET PORTFOLIO
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PASSIVE INCOME AT TARGET
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COVERS YOUR LIFESTYLE
Assumes contributions continue at the same pace and returns compound monthly at the blended rate you entered. Illustrative estimate, not advice.
FREE, AND YOURS TO KEEP

Want this in writing?

We will send you your number, the assumptions behind it, and the two or three moves that shorten it most, plus The Whole Picture, our short guide to how families in your position actually close the gap. Within two business days, at no cost, with nothing to decide.

We will email you the report and the guide. No newsletter you did not ask for, and no call unless you tick the box above.

Important: This calculator is an educational planning tool that provides an illustrative estimate based on the figures and assumptions you enter. It is not investment, tax, legal, or financial advice, nor a guarantee of any outcome. It assumes a constant rate of return and does not account for taxes, inflation, fees, withdrawals, or sequence-of-returns risk. Actual results will vary. Ragland Capital LLC is not a registered investment adviser or fiduciary and does not manage assets; all investment decisions rest with you and your licensed advisors.

Four pillars of your family office

Two pillars build clarity. Two pillars create safety. Each grow as your needs grow.

MISSION & VALUES

We put your values and your mission on paper first, so that every future decision has something to be measured against. Your estate plan, your investments and your day-to-day choices stop being separate arguments and start pulling in one direction.

FINANCIAL PLANNING & READINESS

A real plan for reaching your goals, and an early, honest look at the risk gaps most families do not know they are carrying. Estate, insurance, entities, beneficiaries. This is where your Magic Number lives.

STRATEGIC PARTNER NETWORK

The bench is assembled before you need it, and we own the space between the people on it. You are never the one managing them. See all specialties here ↓

OVERSIGHT & REPORTING

Somebody reads the reporting before you do. When something looks wrong, drifts, or simply stops moving, we make the calls rather than flagging it for you to chase.

STRATEGIC PARTNER NETWORK

One hub. Multiple specialties.

Ragland Capital sits at the centre of your advisory team, keeping every specialist aligned, tracking what is owed and by whom, and filling the gaps in your bench with people we already use and trust.

I
CPA
Books, filings, year-round tax position
II
Tax Advisor
Planning ahead of the return
III
Estate Planner
Wills, trusts, generational transfer
IV
Legal Counsel
Entities, contracts, documentation
V
Financial Planner
The long-range plan behind your number
VI
Private Banker
Credit, liquidity, lending against assets
VII
Real Estate
Acquisitions, dispositions, operations
VIII
Philanthropy
Giving vehicles and structure
IX
Business Advisory
Valuation, succession, exit planning
X
Technology & Security
Document custody and access control
XI
Insurance
Risk protection, coverage, policy coordination
XII
Audit
Independent review, controls, financial verification
XIII
Compliance & Reporting
Filings, deadlines, defensible records

You are never handed a list of names and left to manage them. We hold the relationships, prepare the meetings, and chase the follow-ups, so your family has one point of accountability instead of multiple. Few things go wrong inside a specialty. It goes wrong between them, when each professional assumes another has it. That is the difference between advice and a family office.

What working with us looks like

Six steps from a number on a screen to a family office that runs. Clarity arrives in the first three, and it is free. Safety is the work that follows.

How we work together

01
See your number, free, and without giving us anything
You tell us what you have, what you invest, and what your life costs. We tell you how many months stand between you and the day work becomes optional. No email, no form, no obligation. Just the number, and the ability to move it and watch what happens.
02
Get it in writing
Leave us your name and an email address and we will write the number up properly and send it within two business days, with a short guide to go alongside it. Still free. Still no obligation, and still nobody calls you unless you ask them to. Request your report →
03
Find out what the number really is
The report is an estimate built on four figures. Before your Discovery session we ask you to complete a short workbook: what actually comes in, what actually goes out, what you actually hold. Most families find their real number is some distance from the estimate, and that gap is usually the most useful thing they learn. One 60-minute session, both of you in the room, and your Discovery Report afterwards.
04
Decide whether to do it yourself
Two weeks later we follow up, not to sell you, but because the question you are now sitting with is a real one. The moves are clear. What is less clear is who does the work: the coordination across multiple specialties, the meetings, the follow-through month after month. Some families do it themselves. Others would rather it were handled.
05
We build the machine, in the first thirty days
If you engage us, the first month is deliberate. We start with your mission and values, because every decision that follows gets measured against them. Then we gather everything, find the gaps in your estate, insurance and retirement planning, and put the right specialists around you, introduced by us, coordinated by us, held accountable by us. By day thirty you have a plan, a bench, and your number being tracked.
06
Then we bring it down
Everything lives in one place: your documents, your technology dashboard, your bench, your number and its history. Every month you get a clear picture of where you stand, and one question answered above all others: did the number come down, and why? That question is on the front of every report and at the top of every review, which means you always know whether this is working.

Three engagements, each built around the Magic Number. The calculator estimates it. Discovery reveals the real one. Core reduces it. Signature runs your family office around getting there.

I Discovery See your number II Core Reduce your number III Signature Your own family office
Your Number
Your Magic Number Journey
The Magic Number Report, yours to keep
A 60-minute session, your Discovery Report and a two-week follow-up
Investing Alongside Us
Access to Ragland Capital investment opportunities
Priority consideration on investment opportunities
The Monthly Cycle
Your Magic Number tracked every month
A technology dashboard covering everything you own
Quarterly strategy reviews
A dedicated lead who never needs briefing
Active coordination of your partner network
Access and Depth
Governance and next-generation education
Monthly working sessions with your Ragland Capital adviser
Standing and on-demand access to the Ragland Capital team
Reporting customised to your own metrics
Proactive network oversight, aimed at the fastest routes to a lower number
Weekly alternative-market signals
Lifestyle management support
Family office structure and advisory
Family branding and identity
Engagement Complimentary, one-time Ongoing, monthly Ongoing, monthly

Access to Ragland Capital investment opportunities means visibility of what the firm is putting its own capital into, and the option to participate where you qualify. These opportunities are private and illiquid, participation is limited to accredited investors who can bear the risk, and nothing on this page is an offer to sell or a solicitation of an offer to buy any security.

FEES

A flat monthly fee, not a percentage of your assets

A typical AUM fee grows as your wealth grows, whether or not the work does; ours does not. Where an engagement lands depends on your situation and complexity: entities, trusts, business ownership, and how many professionals need coordinating. We tell you exactly where you sit before you commit to anything, and there is nothing to pay before you do.

 

Available to accredited investors only. See how the SEC defines an accredited investor →

Start with knowing where you stand.

See your number, get it in writing, and sit down with us once. All three are free, and nothing is sold to you on that call. Clarity first. If you want the safety that goes with it, that conversation follows.

BOOK YOUR FREE DISCOVERY