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Family office readiness assessment
A fixed-fee engagement that consolidates everything the family owns onto one balance sheet, reviews how decisions are made, maps every fee, and answers whether the family should have a family office.
How the assessment works -
Governance and document review
When the assessment's continuity test turns up gaps, I locate every trust agreement, operating agreement, and power of attorney, build a complete map of the family's entities, and work with the family's estate attorney to close each gap. Billed separately from the assessment.
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Family office build-out
For families the assessment says should build an office, I design the structure, recruit the staff, select the administrator, custodians, and reporting platform, and stay involved until the office runs on its own.