Family office strategy

What's on this page

• Why Family Office is integrated under the CEO in Inkorporated
• Corporate vs personal asset firewalls
• Staffing model and cyborg restrictions
• Cost center and confidentiality rules

What this enables

• Executive effectiveness without blurring corporate fiduciary duties
• Safe automation with PERS cyborgs

Integration model

flowchart TD
  CEO[CEO]
  FO[Family Office Director]
  Corp[Operating company functions]
  CEO --> FO
  CEO --> Corp
  FO --> Staff[Household, travel, security, private legal, medical, etc.]

Family Office is a first-class branch on the master org chart. It is not optional in this template, though operators may staff it lightly.

Firewalls

1. Personal assets and trusts are not operating-company assets.
2. Corporate funds follow finance policy; personal disbursements follow FO policy with CEO accountability.
3. Information about FO operations is need-to-know; GTM and product agents must not access FO namespaces.
4. Legal: private counsel vs corporate counsel remain distinct roles (see PERS vs LEGL codes).

Cyborgs

PERS* personas deploy to cyborg-family-office with restricted allowed_invokers (typically CEO and FO Director). See Cyborg deployment map.