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COUNSELOR
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Review answers in questionnaires |
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Participate in family retreat |
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Develop ranked list of goals |
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Crystalize goals in a "purpose statement" |
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Prepare Family Wealth Statement |
ANALYST
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Analyze asset allocation, estate succession, income tax, retirement,
and risk management issues |
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Illustrate distribution flow chart for current plan |
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Draft summaries of legal documents |
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Prepare graphs summarizing benefits to client, heirs, and charity |
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Develop value proposition letter and/or financial checkup |
PLANNER
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Choose between tactical and compre-hensive planning |
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Assemble wealth strategies planning team |
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Evaluate proprietary strategies and select tools |
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Recommend retirement planning tactics |
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Develop business succession plan |
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Minimize income and transfer taxes |
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Allocate assets to fund chosen tools and optimize portfolio |
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Analyze risk management and asset protection |
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Review insurance needs |
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Describe solutions with graphs, text, and numbers |
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ADVISOR COORDINATOR
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Meet with CPA to review proposed income statement and balance sheet |
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Meet with Family Foundation Board to review social capital plans |
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Meet with Insurance Agent to review underwriting issues |
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Meet with lawyer to review design and drafting checklist |
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Meet with Money Manager to review portfolio design |
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Meet with Spiritual Mentor to review family goals and values |
BINDER PUBLISHER
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Assemble estate and asset optimization strategies in a file formatted
for printing |
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Combine wealth design pages in a leather binder with tabs |
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Prepare wealth design copies for other advisors |
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Digitize wealth design binder contents in a pdf file, or on a CD
with hyperlinks |
LICENSED IMPLEMENTER
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Assemble the virtual Implementation team |
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Present final wealth optimization plan to licensed implementers |
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Coordinate communication among advisors during implementation |
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Facilitate legal document drafting and execution |
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Complete underwriting of insurance |
EVALUATOR/ EDUCATOR
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Track wealth optimization plan on intranet |
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Monitor goal status, investments, and insurance |
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Acquire, sell, and/or monetize assets |
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Develop Family Office Services |
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Educate regarding responsibility of wealth |
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Encourage stewardship and charity |
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Develop, implement, and monitor grand-making policy |
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Foster Family Involvement; develop youth advisory board |
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