Five clusters.
~20 structure and office lines across five recorded clusters — the complete register of holding and corporate functions the firm administers.
The financial cluster — holding companies over banks and their offices, kept outside day-to-day management.
The insured cluster — holding structures over insurance companies, savings associations and thrift institutions.
The regulated cluster — holding structures over public utilities and railroads, where ownership sits atop heavy governance.
The private cluster — personal, nonbank and general holding companies, plus agreement corporations except trade financing.
The operating cluster — head offices, regional offices and centralized administrative functions that keep the structure governed.
How each structure
is kept.
Enter the record,
properly.
Describe the structure, the purpose and the requirements — the office responds with a written engagement brief.
Open a matter