Four Phases
Phase 1:
Discovery (Where do we want to go?)
- 1½ Day Discovery Retreat
- Discussion of Life on Purpose Questionnaire
- Drafting of Family Wealth Letter of Intent
- Family Meeting (#1)
Phase 2:
Analysis (Where are we now?)
- Detailed Review of All Financials
- Detailed Review of All Legal Documents
And Entities - Presentation of Summary Opinion Letter
Phase 3:
Planning (How do we get to where we want to go?)
- Rough Draft of Proposed Plan
- Evaluation by Entire Planning Team
- Presentation of Final Proposed Plan Design
- Family Meeting (#2)
Phase 4:
Implementation (What do we need to do to get where we want to go?)
- Drafting/Execution of All Needed
New Legal Documents - Repositioning of Assets to New Entities
- Acquisition of Needed Financial Services/Products
- Regular Progress Reporting
