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Your Family Office.


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Your Family Office.


Name *
Name
Spouse Name
Spouse Name
Phone
Phone
Family Overview
How many children do you have?
Cash Flow
Do you have automatic payments set up for your reccurring expenses?
Do you have any automatic deposits set up on an investment account?
Do you have a liquid emergency fund that could last for 6 months?
Investment/Asset Management
Have you prepared a personal financial statement for a bank account recently?
Do you review your investment statements each month from each of the different institutions?
$
Have you calculated the trajectory of your current investments through your retirement years?
Which of the below best describes you as an investor?
Do you have a significant ownership interest in a publicly traded company?
Tax Planning
Does your accounting team prepare monthly reports for you to review?
Does your accounting team pay your personal bills and household vendors?
Has your CPA estimated your projected estate tax liability?
Do you currently receive any tax-free income?
Risk Management
Have you undergone a life insurance needs analysis in the last two years?
Have you explored different solutions to cover potential long-term care costs?
Do your life insurance policies cover chronic or critical illness?
Do you have health insurance through your company?
Do you have a policy that would provide monthly income (to you or your company) if you were disabled?
Alternative Investments
Which of the following asset classes have you previously invested in?
Credit Management
Have you reviewed your entire credit report in the last two years?
Do you use credit to leverage your real estate holdings (residential and investment)?
Do you pay off your consumer debt in full every month?
Have you utilized credit for higher education or professional development?
Real Estate
Do you own a vacation home/second home?
Do you own any income producing real estate or businesses in other countries?
Legacy/Estate Planning
Has your legal team prepared a visual overview of your trusts and estate?
Have you updated or reviewed your beneficiaries in the last two years?
Have you created a family mission statement or letter of intent?
Have you reviewed your trust documents in the last two years?
Does your estate plan include clearly-defined incapacity documents, power attorneys, and pour over language?
Do you exercise an annual gifting plan to reduce your taxable estate and take advantage of the current annual gift exemption?  Have you considered a family LLC/LLP?
Have you utilized a 529 college savings plan for estate tax purposes?
Are your life insurance policies held inside an irrevocable life insurance trust?
Children's Financials
Do you have an automatic savings/investment plan for each of your children?
If any of your children are on the autism spectrum or disabled, do you have a special needs trust?
Have you set up life insurance policies for your children/grandchildren?
Family Philanthropy
Have you ever used a Donor Advised Fund for streamlined the tax reporting of your grants?
Do you have a family foundation? 
If not, does the idea of one interest you?
In the last year, can you remember having a meaningful conversation with your children about charitable causes that are important to you or them?
Have you ever participated in a facilitated family meeting?
Have you ever participated in a family service or vision trip? 
Have you ever participated in a family service or vision trip? 
Household Payroll/Vendors
Do you have a household manager or any other household staff?
Do you have a household payroll process administered by a third party?
Do you have a clear contact list of all family service providers in one place?
Do you have written contracts with caregivers and other independent contractors?
Corporate Maintenance
Do you have a clear overview of the different jurisdictions and filing requirements for your entities?
Asset Protection
Have you reviewed your umbrella and liability insurance limits in the last two years?
Are any of your real estate properties held in an LLC?
Have you considered using a MEC or a qualified retirement plan to safeguard funds?
ID/Credit Protection
Have you ever had your identity stolen? 
Do you have third parties actively monitoring and protecting the financial information of your entire family?
Do you have third parties actively monitoring and protecting your family’s personal and health information?
Do you have your family’s passport information in an accessible place if your child’s passport was lost or stolen while abroad?
Closely Held Business
Have you created incentives to keep your key executives from leaving to work for a competitor?
Have you thought through the four layers of employee compensation (1. Base level, 2. Performance-based, 3. Retention-based, 4. Firm-based)?
Have you diversified your personal retirement tax strategies?
Are you actively taking the maximum tax advantages of qualified retirement plans? Including defined benefit or cash balance plans?