Silverhaven’s role as a fiduciary Registered Investment Adviser (RIA) includes structural coordination, not legal drafting.

The firm evaluates and coordinates the alignment between portfolios, trusts, and entities to ensure that the investment governance framework remains legally and operationally consistent.

This includes:

• Reviewing account registration and titling for accuracy and consistency

• Coordinating trust or entity-based accounts with estate documentation

• Ensuring beneficiary designations are properly structured and maintained

• Identifying inconsistencies between portfolio governance and existing estate instruments

• Facilitating communication among trustees, attorneys, and tax professionals

All coordination is conducted under Silverhaven’s fiduciary duty of care and loyalty, maintaining both confidentiality and compliance with applicable regulatory standards.

Estate considerations are not treated as afterthoughts. Silverhaven embeds legacy alignment directly into the portfolio governance process, ensuring that investment mandates, liquidity strategies, and asset titling remain synchronized with the client’s estate design.

The firm’s governance oversight includes:

• Periodic structural reviews of entity and account consistency

• Coordination of portfolio liquidity and trust distribution needs

• Oversight of charitable, gifting, and inheritance structures within the investment framework

This disciplined coordination ensures that fiduciary management and legal governance move in lockstep, minimizing disconnects and maintaining clarity of ownership, control, and distribution.

Silverhaven does not draft legal instruments such as wills, trusts, or entity formation documents within the advisory entity.

Formal legal drafting and execution are available only through the firm’s affiliated law practice under a separate legal engagement agreement.

This structural separation ensures regulatory clarity while allowing clients to benefit from integrated oversight between the fiduciary advisory process and formal legal documentation.

When clients elect to engage the affiliated law practice, drafting occurs under attorney-client privilege, with Silverhaven coordinating the portfolio and capital alignment aspects of the process.