Your Family Office Blueprint, started in minutes.
Capture the values and decision rules that most families never write down. Preview your blueprint now and unlock the full planning layer when you are ready.
Outcome
Values aligned decisions
Output
Blueprint preview in minutes
Next step
Advisor ready upgrade
Blueprint preview
Wealth Philosophy Snapshot
Three guiding principles and one allocation posture.
Decision Framework
Values based 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.
Blueprint preview
A real preview you can use right away
Answer a few prompts and get a clean, shareable first draft of your Family Office Blueprint.
Preview extract
Core intent
We build wealth to fund education, resilience, and service. The money exists to protect time, deepen relationships, and create opportunity for the next generation.
Decision guardrails
Any decision over $250k requires a 48-hour cooling period and a two-thirds family vote. We prioritize stable cashflow before illiquid opportunities.
Meeting cadence
Quarterly family council to review goals, allocations, and next-generation development.
The starter flow
Three quick steps to your first draft
Simple prompts, clear answers, and a blueprint preview that is ready to share.
Step 01
Step 02
Step 03
Who this is for
Built for complex households and the pros who serve them
Entrepreneurs, advisors, and emerging family offices need clarity before execution.
Unlock the full blueprint
The paid experience is the complete Family Office planning layer
The starter is a preview. The full blueprint includes every output, collaboration feature, and advisor ready artifact.
Full Family Office Blueprint
Risk DNA, Legacy Blueprint, Giving Compass, and more.
Family collaboration
Invite members, collect signatures, and manage amendments.
Advisor ready outputs
Export PDFs and share with your professional team.
Annual review automation
Review cadence and reminders that keep plans alive.
This is a planning and governance layer, not a staffed family office. It keeps decisions aligned and easier to execute.
Want a sample? We can share a preview on request.
Start the starter
Build the blueprint your advisors can execute.
Clarity first. Coordination next. Execution with the right professionals.
This starter is for planning and coordination only. It does not provide legal, tax, or investment advice. Confirm decisions with qualified professionals.
