Your family's wealth is complex. Your plan should match.
If your family has $3M to $40M in assets, you have real complexity. Multiple entities, trusts, real estate in different states, blended family considerations. But you may not have the coordination to keep it all together.
Succession Plan is a family office experience for families who do not have a family office.
The gap between a will and a family office.
You have an attorney who wrote your trust. A CPA who does your taxes. A financial advisor who manages your portfolio. They are all good at what they do. But nobody is making sure the pieces fit together.
A full family office
$500,000+
per year
Succession Plan
From $699
one-time setup, first year included
What keeps families like yours up at night.
Is your trust actually funded?
You paid to create a trust. But did you retitle your assets into it? An unfunded trust is the most common, most costly mistake. We track what is in your trust and what is not.
Do your beneficiary designations match?
Your 401(k) and life insurance designations override your will. If they still name your ex-spouse, it does not matter what the will says. We flag these conflicts.
Your documents are scattered.
One attorney has the trust. Another has the will. The CPA has last year's returns. Nobody has the full picture. Until now.
What happens when you move states?
Laws vary by state. A plan that works in one state may not work in another. Moving is one of the moments we flag, so your plan gets reviewed before it goes stale.
What Succession Plan does for your family.
One complete view.
Every document, asset, entity, family member, and advisor. All in one secure place.
Upload what you already have.
Upload your existing trust, will, operating agreements, and tax returns. We read them and show you a clear summary. Then we show you what is missing.
Coordinate your advisors.
Invite your attorney, CPA, financial advisor, and insurance agent. Everyone works from the same current plan.
Monitor for changes.
New asset? New family member? We watch for changes and guide you through the update. Our team reviews law changes with our attorney partners.
Attorney review included (Concierge).
On our Concierge plan, a licensed attorney reviews your complete plan for accuracy, consistency, and state-specific compliance.
Available for families in these areas.
Where we are available
Live in 2 jurisdictions. More coming soon.
- Live in New York
- Live in Ontario, Canada
Family office clarity. A fraction of the cost.
Start free. Upload your documents and get a plain-English summary and a gap report. No credit card needed.
Start Your PlanQuestions? Call us and a real person will answer.