How it works
One family, one coordinated team, one shared plan.
The family owns its Blueprint. A Family Office Coordinator the family chooses keeps it moving. The professionals the family already trusts each own their part. Everyone works from the same plan, within the permissions the family sets.
One Blueprint, three experiences
The family, the coordinator and the professionals share one plan.
Each sees it from their own side, limited to what the family has allowed. When one person completes an action, everyone with access sees it.
The family
Owns the Blueprint
Sets what matters most, makes the decisions, chooses the coordinator and decides who sees what.
The Family Office Coordinator
Keeps it moving
Runs the six steps and the team meetings, and makes sure every action has an owner. Advises only within their own discipline.
Participating professionals
Own their discipline
Answer the questions that need their judgement and complete their actions with evidence, inside the family’s permissions.
The Family Office Blueprint
Six steps, repeated as life changes.
- See everythingGather every asset, account, entity, policy and obligation, wherever it is held, onto one map.
- Identify the gapsList the open questions: a missing beneficiary, an unread trust, an old policy. Each one becomes a question with a name beside it.
- Build the blueprintConnect what matters most to your family to the decisions in front of you, in the right order.
- Coordinate the expertsBring the right professional into each decision, and fill any empty seat on your team.
- Execute the planTurn every decision into an action with an owner, a date and its dependencies.
- Monitor what changesReview the whole picture at least once a year and whenever life moves.
How a team forms
It starts with a family and a professional they already trust.
- Start a BlueprintA professional invites a family they already serve. The family accepts and owns it.
- Map their worldTogether, they put every account, entity and policy on one map.
- Invite their professionalsThe family approves each one and what they can see.
- Assign the open questionsEach one goes to the professional whose judgement it needs.
- Work the planOwners update their own actions, with evidence.
- Review togetherAn agenda drafted from what is open, for the whole team.
See the whole cycle in about five minutes.
The guided walkthrough follows one fictional family and its team through the Blueprint.