Rich Families Hire Advisors.
Wealthy Families Write This First.
Your CPA can't tell you what your money is for. Your estate attorney doesn't know how your family makes decisions. This document does.
Outcome
The document heirs can't argue with
Value
What family offices charge six figures to create
Next step
Hand this to your estate attorney
Family Office Blueprint
Wealth Philosophy Snapshot
Three guiding principles and one allocation posture.
Decision Framework
Values-aligned decision rules and meeting rhythm.
Legacy Intent
Estate priorities and next generation focus areas.
Risk DNA
Behavioral risk profile and guardrails.
Meeting Playbook
Annual agenda, cadence, and roles.
The Pattern
Why Wealth Fades Without a Written Constitution
It's not bad investments. It's not the economy. It's silence.
The pattern is consistent: families lose wealth because they never answered three questions:
1
Values
What is this money for? What's non-negotiable?
2
Governance
How do we make decisions? Who has a say?
3
Purpose
Why are we building this? What do we want to leave behind?
The families that answer these questions in writing—before they're tested—are the ones that last.
You're about to answer them in 10 minutes.
Your constitution
Build Your First Draft
Answer three questions. See your blueprint before you leave this page.
Step 1 of 3
The Your family Family
Why we build wealth
We build wealth to protect time, deepen relationships, and expand opportunity for the next generation.
What's non-negotiable
Education, integrity, service.
How we make big decisions
Any decision over $250k requires a 48-hour cooling period and a two-thirds family vote.
Meeting rhythm
Quarterly family meetings with Two-thirds vote required for major decisions.
This is 20% of the full blueprint.
Complete all three steps to see your preview and learn what the full Family Office Blueprint includes.
Decision support
Turn values into rules
This brief makes the next meeting about decisions instead of debate.
- Can you explain the family purpose in one sentence?
- Are decision rights explicit or implied?
- Is there a meeting cadence and clear agenda owner?
- Do next-generation expectations exist in writing?
- Can this be shared with advisors as a brief?
- Which decisions should require a vote versus a single owner?
- How should we handle family employment or loans?
- What should be documented before we update legal structures?
Who this is for
Built for Complex Households
And the professionals who serve them.
This document answers those questions before they become problems.
The constitution becomes the tie-breaker.
Start every engagement with values-aligned guardrails and client context you didn't have to create.
Advisor Partnership ProgramThe full blueprint
What Private Family Offices Build for Their Clients
You get it in 15 minutes. These outputs often cost six figures from a staffed family office.
Wealth Philosophy
Your personalized investment policy statement—principles that guide every allocation decision.
$5k–$15k if created by an advisor
Risk DNA Report
Behavioral risk profile beyond questionnaires—how your family actually makes decisions under pressure.
$2k–$5k consulting value
Legacy Blueprint
Estate planning priorities derived from your values—hand this to your attorney.
$10k–$30k in estate planning prep
Decision Framework
Family governance operating system—who decides what, how, and when.
$15k–$25k governance consulting
Giving Compass
Philanthropic strategy from your values—focus areas and recommended vehicles.
$5k–$15k philanthropy consulting
Meeting Playbook
Annual family meeting agenda, pre-meeting tasks, and discussion topics.
Priceless—most families never do this
The difference
The Vanderbilts Had Enormous Wealth.
It Faded Within Generations.
The Rockefellers are still a symbol of multi-generational wealth. The difference? A written philosophy, governance structure, and family meeting rhythm that outlived the founder.
Your family's operating system starts here.
10 minutes. No credit card. Your preview before you leave.
This starter is for planning and coordination only. It does not provide legal, tax, or investment advice. Confirm decisions with qualified professionals.
