Manage wealth preservation agents with institutional-grade compliance. OFAC screening, spending governance, and full audit visibility.
Shulam combines wealth preservation compliance, trust-tiered settlement, family entity management, and private reporting into one platform. Manage agents across trusts, foundations, and operating entities with institutional-grade governance.
Define compliance rules per entity — trusts, LLCs, foundations, and individual accounts. Each entity gets hierarchical spending limits, approval chains, and risk tiers that mirror your governance framework. A trust's procurement agent and a foundation's grant agent each operate under their own rules.
Settlement fees and processing speed are tiered by trust score. High-trust entities with strong compliance history settle at 0.75% with priority processing. New entities start at 1.20% and earn better terms as their track record builds. Clean incentive alignment.
Settlement tiers
T3 — Compliant (your entities)
0.90% fee | ~2s settlement | Priority processing
T4 — Trusted (target tier)
0.75% fee | ~2s settlement | Lowest cost
T1 — Baseline (new entities)
1.20% fee | Standard processing
Manage agents across trusts, LLCs, foundations, and individual accounts from a single dashboard. Per-entity policies, spending limits, and approval workflows. Cross-entity reporting for advisors and trustees. Configurable privacy levels per stakeholder.
Generate compliance reports per entity or across the entire family office. Control who sees what — advisors, trustees, and family members each get appropriate visibility. Hash-verified reports. White-label under your firm brand on Enterprise tier.
Per-entity spending limits, approval chains, and risk tiers across trusts, LLCs, and foundations.
Better compliance history earns lower fees and faster processing. Clean incentive alignment.
Hash-chained cryptographic receipts for every screening and settlement. Tamper-evident. Exportable.
Configurable visibility per stakeholder. Advisors, trustees, and family members see what they need.
Enterprise tier: dashboards, receipts, and reports under your firm brand. Dedicated infrastructure.
Privy auth, Coinbase Smart Wallets, AWS Nitro Enclave custody. Data encrypted at rest and in transit.
“We manage agents across 4 trusts, 2 foundations, and an operating LLC. Shulam lets us define per-entity spending limits, approval chains, and risk tiers — all visible from a single dashboard. Our advisors finally have real-time compliance visibility.”
Enterprise tier for family offices. Dedicated infrastructure. White-label available.
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