A comprehensive system that goes beyond a will - organizing your family's financial legacy with annual reports, family meetings, and strategic guidance for generations.
A will is administered by an attorney. A playbook is administered by a financial advisor who helps your family understand and manage inherited wealth.
Bring together family principals, inheritors, and key service providers to discuss investments, performance, and future strategy.
We collect, consolidate, and organize all your financial communications and statements into clear, actionable reports.
Join families who are taking control of their financial legacy with comprehensive planning and ongoing guidance.