HomeAboutServicesStructures EducationJournalPlatformPricingFAQContactClient Login
Private Client Platform

Private Trust Architecture.
Beautifully organized.

Frontier Capital Services LLC d/b/a Frontier Capital Trust helps private clients organize trust structures, documents, trustee education, asset records, and administrative workflows — with clarity, privacy, and discipline.

Request Private Review Explore the Platform
app.frontiercapitaltrust.com
Secure
RW
The Rowan TrustPrivate Client
DashboardTrust ProfileDocuments EducationTasksComplianceSupport

Good afternoon

Updated today, 2:14 PM
Trust Status
Administration
Onboarding
Active
Education
68%
complete
Open Tasks
3
Recent Documents
Trust Declaration — v2New
Schedule of Assets
Trustee Resolution 04
Next Event
Annual
Trustee Meeting
in 12 days

Built for families, founders, faith-based estates, and private clients

FamiliesFoundersFaith-Based EstatesBusiness OwnersPrivate Clients
How it works

One trust. Two steps.

You don't pick from a menu. You build the structure once — then decide whether to run it monthly. That's the whole decision.

01 One-time

Build your trust

We structure your private irrevocable trust and prepare the documents — scoped to your estate in a private consultation.

Strategy & architectureDocuments preparedPortal created
See structuring →
02 Monthly · optional

Run it on the platform

Keep your ledger, private accounting, AI assistant, education, and annual 1041 packet running inside your portal.

LedgerAdministration+Family Office
See monthly plans →

Not sure what you need? Start with a private review — we scope it with you.

Request a Private Review
Structure

Every trust begins with structure.

We help clients organize the purpose, parties, assets, records, and administrative framework around a private trust — so everything that follows has a clear foundation.

Architecture & roles

Trust purpose, trustee roles, and successor planning, clearly defined.

Asset ownership mapping

A precise picture of what the trust holds and how it connects.

Entity alignment

LLCs, business interests, and real estate aligned to the structure.

Trust ArchitectureMapped
Documents

Documents, organized from day one.

A secure vault with folders for every part of the trust — versioned, private, and ready for review by your professionals.

Private by client

Each client sees only their own files. Never exposed to others.

Version history

Every document tracked with provenance and access history.

Document Vault24 files
Education

Trustees need more than documents. They need training.

A trustee education library covering the records, resolutions, ledgers, and reviews that keep a private trust organized over time.

Explore trustee education →
Trustee Education68% complete
Administration

Administration is where structure becomes real.

Tasks, reminders, resolutions, ledgers, annual reviews, and compliance checklists — the operating rhythm of a well-run trust.

Compliance calendar

Reviews, meetings, filings, and resolution reminders in one place.

Ledger organization

Principal, income, and expense categories kept clean and audit-ready.

Compliance CalendarQ2
Annual Trustee Meeting12 days
Resolution Update26 days
Asset Schedule ReviewQ3
Form 1041 WindowApr 15
4 of 9 annual items complete
Support

Private support when it matters.

Records, questions, and updates handled through a calm, private client communication hub.

Support Center1 open
Asset transfer support
Question about adding a property to the schedule.
In review
Annual review packet
Resolved — packet delivered to vault.
Resolved
The path

From intake to annual review, every step stays organized.

Private structure deserves private infrastructure.

Begin with a confidential, no-obligation conversation about your estate and objectives.

Request a Private Review
About

A private consulting and administrative support firm.

We focus on private trust education, document-preparation support, trustee systems, and compliance organization — coordinating alongside your professionals, never in place of them.

We do not simply prepare documents.

We help clients understand, organize, and administer private trust structures with clarity, discipline, and long-term stewardship.

Our work is grounded in structure, process, education, and administration discipline — the elements that allow a private trust to operate with continuity across years and generations.

The firm reflects a stewardship ethic: integrity, conscience, lawful order, private duty, and responsibility.

JV
Founder

Javier A. Venegas

Founder of Frontier Capital Trust — a private trust researcher, scholar, entrepreneur, and advisor focused on trust structuring, fiduciary administration systems, private contract theory, religious trust organization, trustee education, and modern trust compliance workflows.

Frontier Capital Trust does not act as an attorney, CPA, registered investment adviser, or fiduciary, and does not engage in the practice of law.

Principles

The discipline behind every engagement.

01

Structure

Clear architecture, defined roles, and asset mapping that clients and their professionals can operate.

02

Stewardship

A long-term orientation toward continuity, conscience, and responsible administration.

03

Education

Trustees who understand the records, resolutions, and reviews that keep a trust organized.

04

Compliance awareness

Administrative organization and audit-readiness, always paired with independent review.

Services

More than documents. A complete framework.

Seven service domains across strategy, document support, administration, accounting, entity alignment, religious-trust support, and ongoing advisory.

Structures

One instrument, configured to you.

We focus on a single, custom-drafted private irrevocable trust — then configure it with the provisions and applications your situation calls for. Not a catalog of products. One instrument, built around you.

The instrument

The Private Irrevocable Trust

A custom-drafted private irrevocable structure organized around your purpose, parties, and assets — with defined trustee authority and the administrative records to operate it with continuity. Every engagement begins here; the differences between clients live in the provisions, not in separate products.

What it is
  • Custom-drafted declaration
  • Defined trustee authority & roles
  • Successor & continuity planning
  • Purpose built around your estate
Core documents
  • Trust declaration
  • Certificate of trust
  • Schedule of assets
  • Trustee resolutions
Administrative records
  • Meeting minutes
  • Income & principal ledger
  • Asset schedule maintenance
  • Annual review packet
Custom provisions

Assembled, not templated.

The instrument is configured with the provisions your situation requires. This is where the bespoke value lives — selected, drafted, and recorded for your structure.

Applications

Same instrument. Different purpose.

The same private irrevocable trust adapts to how it will be used. These are configurations of one engine — not separate trust products.

A separate track

Charitable & Religious Trust.

A faith-based structure with its own framework, audience, and intake. We keep this distinct from the private irrevocable track because the governance and records genuinely differ.

Religious & charitable purpose

Organized around a religious purpose, governance structure, and ministry activity records — with a compliance-oriented administrative binder. This status does not eliminate tax or reporting obligations, and independent professional review is essential.

Framework
  • Religious purpose framework
  • Statement of faith / mission
  • Governance & leadership structure
Records
  • Ministry activity logs
  • Charitable / religious records
  • Annual activity plan
Education
  • Religious trust basics
  • Governance & recordkeeping
  • Charitable set-asides
Education

Built for real administration.

Each module includes a written lesson, downloadable PDF, checklist, and quiz, with completion tracking in the portal.

The Platform

Your private trust command center.

Documents, education, support, compliance, asset schedules, and annual reviews — in one secure client platform.

app.frontiercapitaltrust.com / dashboard
Secure
RW
The Rowan TrustPrivate Client
DashboardTrust ProfileDocumentsTrust Binder EducationTasksSupportComplianceLedger

Dashboard

Administration Onboarding
Documents
24
Education
68%
Open Tasks
3
Support
1 open · 4 resolved
Next Event
Annual Trustee Meeting
Trust Profile
Verified
Augmented intelligence

Answers, grounded in your records.

A proprietary AI-augmented knowledge assistant, drawing on a curated library of trust-administration sources and your own trust documents — with every answer cited to its source.

Grounded & cited

Retrieval tied to authoritative sources and your vault, with citations on every response.

Educational & administrative only

It supports understanding and recordkeeping. It does not provide legal or tax advice.

Your professionals stay in control

A tool for trustees that coordinates with — never replaces — your independent counsel.

Trust Knowledge Assistant
Grounded in your vault & curated library
What records support a trustee resolution for a distribution?
A distribution generally relies on the trustee resolution itself, the distribution standard in the declaration, the asset/ledger entry, and meeting minutes. Here are the relevant sources:
Declaration §6.2Resolution GuideYour Ledger
How should I record a charitable set-aside?

Educational and administrative. Not legal or tax advice. Review with your professionals.

Private trust ledger

Principal, income, and corpus — organized.

A proprietary private ledger that separates principal, income, and corpus and keeps reinvestments, expenses, and set-asides clean — built for continuity and audit-readiness.

Principal · income · corpus

Clear categorization with reinvestment, expense, and set-aside tracking.

Recordkeeping only — no custody

Frontier Capital Trust never holds funds or acts as custodian. The trustee directs every entry.

Private Trust LedgerQ2 reconciled
IncomeDividend & interest
+ 4,200.00
CorpusReinvestment allocation
10,000.00
IncomeTrustee compensation
− 1,500.00
PrincipalProperty — schedule update
325,000.00
Set-asideCharitable / religious reserve
− 2,000.00
Audit-readyTrustee-directed · provenance tracked
For professionals & firms · invitation only

ETRUST for the practice.

The same platform, built for those who administer trusts for others — trust officers, RIAs, estate attorneys, private trust companies, and family offices. Multi-tenant, white-label, with CPA handoff and API access.

The number that matters isn\u2019t the price \u2014 it\u2019s the replacement value. At $997/mo for a 10-trust practice, a firm paying $800\u2013$2,000 per trust each year to a CPA for bookkeeping and 1041 prep saves roughly $7,000\u2013$19,000 a year, net of the subscription.

Add-ons

Available on any tier.

Additional trust (above tier limit)$75–$150 / trust / mo
White-label branding+$500 / mo
CPA portal access seat+$97 / user / mo
Document extractor — high volume (>50 docs / mo)+$197 / mo
Dedicated onboarding (4 sessions)$2,500 one-time
Custom report template$1,500 one-time

ETRUST is onboarding professional firms by invitation. We harden each deployment with white-glove onboarding before opening the next cohort. Request access and we\u2019ll be in touch.

Request access
Pricing

Structure once. Administer monthly.

A one-time structuring engagement establishes the trust. An optional monthly platform subscription keeps the ledger, intelligence, and annual reviews running. Pricing varies by estate complexity, entities, assets, and jurisdictions.

Structuring engagement · one-time

Establish the structure.

Platform subscription · monthly

Administer it, every month.

Private accounting and the trust ledger are ongoing by nature — so they run as a monthly subscription inside your portal, feeding a clean annual 1041 preparation packet at year end.

Annual billing: two months free (about 17% off) on Single Trust and Multi-Trust Family. On 1041 support: we organize workpapers, classify income and principal, and prepare supporting schedules for your CPA. Frontier Capital Trust does not file returns or act as a tax preparer. Figures shown are scoped per engagement.

FAQ

Questions, answered plainly.

Straightforward answers about who we are, what we do, how engagements work, and the boundaries we operate within.

Private consultation

Request a private trust strategy review.

A confidential conversation about your estate and objectives.

Drag & drop or click to upload

What to expect

Confidential reviewA private, no-obligation conversation.
Preliminary intakeA short intake before we speak.
Engagement & portalYour secure portal is created if we proceed.
Independent reviewAll materials are designed for your own professionals.
The Frontier Journal

The long story of the trust.

Notes on the law, history, and craft of the private trust — its origins in conscience, its evolution through statute and treatise, and what it does today.

← The Frontier Journal