THE ADVISORS ARE ALREADY THERE.
THE COORDINATION USUALLY ISNT.
As a family’s wealth grows, so does the number of professionals involve; attorneys, accountants, advisors, and others, each focused on their area of expertise. South Lake brings those pieces together.
We hold the long view of your family’s objectives, keep strategies aligned, and coordinate across your professional team. Because we take no commissions and manage no assets, our focus remains on one thing: recommending the right course of action for your family.
WHERE WE START
FIDUCIARY SERVICES
SUCCESSION & GOALS BASED PLANNING
FAMILY GOVERNANCE & EDUCATION
LIQUIDITY & EXIT PLANNING
BOARDS OF DIRECTORS & ADVISORS
Comprehensive planning to transition ownership, leadership, and wealth across generations.
Durable governance structures, and a next generation prepared to own well.
Readiness and strategy for a sale, recapitalization, or generational transfer.
Experienced, objective guidance to family boards and advisory councils.
CHARITABLE GIVING
Aligning philanthropic goals with family values and legacy planning.
REAL ESTATE & CLOSELY HELD ASSETS
Guidance on the operating real estate, land, and closely held entities a family already owns.
Serving as trust protector, distribution advisor, distribution committee member, and in the independent entity roles that trust-owned companies require — the seats that only work when the person holding them has no other stake in the outcome.
QUALITY SERVICE AND EXCEPTIONAL RESULTS
THE SEATS WE HOLD
TRUST PROTECTOR
Holds the instrument's oversight powers — removing and replacing fiduciaries, correcting administrative provisions, moving situs, and the other powers the settlor placed outside the trustee.
Settlor, or the instrument's succession provisions
ROLE
WHAT THE SEAT DOES
TYPICALLY APPOINTED BY
Settlor or trust protector
Directs the trustee on discretionary distributions, so that judgment sits with someone who knows the family and carries no administrative conflict.
DISTRIBUTION TRUST ADVISOR
Settlor, or the committee's own terms
Serves as the independent seat on a multi-member committee, including committees structured for tax reasons that require a non-adverse or independent member.
DISTRIBUTION COMMITTEE MEMBER
INDEPENDENT DIRECTOR OR MANAGER
Sits on the board or management of a trust-owned company or family entity where the governing documents call for a seat outside the family.
Members, shareholders, or trustee
SPECIAL OR SPRINGING MEMBER
Holds the standby membership interest that keeps a single-member LLC from dissolving, and related special-purpose seats.
The company's operating agreement