Structure it right. Manage it for life.

We design practical business architecture—holding companies, operating LLCs, governance, and succession playbooks—so your work compounds into multigenerational wealth.

  • Entity Architecture
  • Governance & Compliance
  • Succession & Stewardship

The Five Pillars

Everything we build ties back to long-term control, clean management, and transferability.

1) Entity Architecture

Right-size your stack: client-directed trust, holding company, and operating LLCs—with clear purposes and separation of risks.

2) Governance

Operating agreements, member roles, minutes, consents, and decision-rights so the business runs without chaos.

3) Compliance

Annual calendars, registered agent coordination, renewals, reporting checklists, and document vaults.

4) Operations

SOPs, onboarding, invoicing, and vendor playbooks that turn good ideas into repeatable results.

5) Succession

Continuity memos, role charters, and a “keys & codes” handoff pack so the wealth engine keeps running.

Packages

Fixed-fee, document-forward deliverables. (We are not a law firm or CPA. We prepare business documents and partner with attorneys and tax pros when required.)

Foundation

Clean start for new founders.

  • Entity mapping & name check
  • EIN guidance & bank docs
  • Operating Agreement
  • Compliance calendar + checklist

Starting at $795

HoldCo Architecture

Design a simple, durable structure.

  • HoldCo + OpCo blueprint
  • Inter-company agreements & cash-flow lanes
  • Governance kit (minutes, consents, resolutions)
  • Document vault & naming conventions

Starting at $1,650

Wealth Stewardship

Continuity & governance cadence.

  • Succession & continuity playbook
  • Role charters & decision matrix
  • Keys & codes handoff pack
  • Quarterly governance setup

Starting at $1,950

Accountability Coaching

Stay on track with a dedicated partner.

  • Weekly or monthly check-ins
  • Compliance & governance reminders
  • Quarterly business reviews
  • Inbox & ops cleanup sprints

From $149/mo or $95/hr

Learn more

Example Structures

Illustrations—final designs are tailored to your assets, goals, and state rules.

Diagram of holding company with two operating LLCs
HoldCo + OpCo A/B with bank policies and inter-company agreements.
Diagram of client-directed trust linked to holding company and LLCs
Client-directed trust → HoldCo → operating LLCs; clear separation of duties.
Diagram showing governance cadence and succession handoff
Governance cadence, role charters, and continuity handoff paths.

Start here

Tell us what you’re building. We’ll reply within one business day.

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Disclaimer: Royal Bloom Consulting is not a law firm or CPA. We provide business planning and document preparation and work with licensed professionals for legal/tax matters.