For families
Bring Your Financial World Together.
Your accounts, properties, policies, trusts and business interests on one map. Your advisor, CPA, attorney and insurance professional on one team. One plan that everyone works from, and you decide who sees what.
The sample family and everyone on its team are fictional.
What changes for your family
You stop being the one who coordinates.
Success brings complexity. Every professional sees one piece of it. The Blueprint puts the pieces in one place and gives the coordinating job to a professional you choose.
See everything, in one place
Every account, property, policy, trust and business interest on one map, including the ones held elsewhere.
Know what is still unknown
Each fact is marked confirmed, estimated or not yet known, with the name of the person who will be asked. Calmly, without alarm.
Follow through, together
Every decision becomes an action with an owner, a date and evidence when it is done, whoever on your team owns it.
Your team
Keep the professionals you trust.
Nobody has to change firms, and Family Wealth Builder does not replace your advisor. Your existing advisor, CPA, attorney and insurance professional join your Family Office Team, each responsible for their own advice.
- You choose your Family Office Coordinator: your advisor, your CPA, your attorney or another qualified professional
- You can change your coordinator at any time, and your Blueprint stays with you
- Empty seats are shown honestly. A coordinator may suggest someone; you decide
- Each professional updates their own work, so the plan is always current
You decide who sees what
Nothing is shared until you approve it.
- Share by lens: your CPA sees tax and cash flow, your attorney sees estate and risk
- Share structure without numbers when that is all a professional needs
- Approve or decline requests for more access
- See a log of every share, review and change
Clarity is the beginning of stewardship.
Meet the Ashfords, a fictional family of five, and see their Blueprint from their side.
Are you a financial advisor? See the advisor journey.