SFMG manages over 80 legal entities for complex multi-generational family structures: trusts, limited partnerships, holding companies, and individual accounts that share ownership across the same underlying investments.
K-1 season had always been an all-hands event. Every year, the operations team spent weeks manually sorting K-1s by entity, reconciling tax IDs, and routing documents to the right files across a labyrinth of folder structures.
After deploying LEA, K-1 processing became automatic. LEA identifies the entity, extracts the relevant data, and routes the document to the correct destination — across all 80+ entities simultaneously. What used to take three weeks now takes hours.
For a family office of SFMG’s complexity, the ability to process trust documents and capital call notices automatically — not just K-1s — was the capability that closed the deal.