For Operators
Built for the experts $1M to $30M micro family offices hire.
A micro family office manages wealth at institutional standard using fractional specialists instead of full-time staff. Every specialist on that team needs to look like they belong at that level. CEEATTLE templates are built to that standard.
The ecosystem
The Micro Family Office model is growing. The specialists who serve it need to look the part.
What a Micro Family Office is
Individuals with $1M to $30M in assets managing their wealth at institutional standard using a fractional specialist team at $10,000 to $75,000 per year, instead of a traditional single family office at $2M to $3M per year.
What this means for you
These families hire based on perceived credibility. If your business presence doesn't signal institutional standard, you don't get the conversation. CEEATTLE templates close that gap at $497 one-time, self-serve, launched in a day.
Buy once. Launch in a day. Look like you belong in the rooms your clients are already in.
Core team
The three specialists every micro family office hires.
Every micro family office needs a Tax Strategist, an Estate Attorney, and a Bookkeeper. CEEATTLE templates give each specialist the presence they need to get hired.
CEEATTLE for the Tax Strategist
For CPAs doing proactive, forward-looking tax planning. The presence that signals you think ahead, not behind.
CEEATTLE for the Estate Attorney
For attorneys building the legal protection layer around family assets. Institutional rigor before the first consultation.
CEEATTLE for the Bookkeeper
For fractional bookkeepers keeping operations running on clean, accurate data. Precision and trust, visible on arrival.
Extended team -- specialists the micro family office also draws from
CEEATTLE for the Security Leader
For fractional CISOs and security consultants. Built for the credibility a technical audience demands before they trust you with their infrastructure.
CEEATTLE for the Financial Advisor
For fractional wealth advisors serving the $1M to $30M asset range. The presence that earns trust before the first meeting.
CEEATTLE for the Insurance Specialist
For independent advisors coordinating policies mapped to specific asset structures, signals strategy over product.
What's included in every template
Everything you need to launch in a day.
The theme file
Pre-built Shopify theme configured to CEEATTLE industry standard. Upload to your Shopify store and launch.
Installation guide
Step-by-step guide to uploading and configuring your theme. Designed to be done in under 10 minutes.
Profession-specific copy framework
What goes in each section. Example language. Tone guide written specifically for your professional archetype.
AI support agent
AI-powered support for installation, customization, and copy questions. No wait time, no ticket queue.
The customer journey
From purchase to live site. No human required for Day 1.
Buy the template
Self-serve Shopify checkout. Credit card. $497. No human in the transaction. Order confirmed automatically.
No human requiredReceive delivery immediately
Theme .zip, installation guide, and copy framework delivered to your inbox the moment payment clears.
No human requiredInstall and configure
Upload the theme to your Shopify store. Follow the installation guide. 10 minutes. No developer needed.
No human requiredFill in your copy
Use the copy framework to complete each section. The AI agent answers any questions you have along the way.
AI agent handles questionsGo live and get hired
Your presence now reflects the standard of the families and companies you serve. The legitimacy gap is closed.
Day 1 -- doneThe natural path
Most operators become builders.
Buy the template. Get hired. Grow your practice. When you're ready for a Chief Brand Officer at your table, CEEATTLE is already your standard.
CEEATTLE Template
$497
The Brand Audit
$7,500
The Retained Eye
$10k/month
The Embedded CBO
$45k/month
