Financial planning dashboard
Customized cash flow plan utilizing MC team of experienced professionals
Investment education
Coordination with insurance and tax professionals
Wealth and legacy planning consultation
Investment advice, diversified asset management, and access to private alternatives
Proactive MC team communication and semiannual meetings
Multigenerational planning and family meeting facilitation
Financial health therapy sessions with MC specialist
Alternative-only portfolios ($2M AUM minimum)
Multi-manager coordination ($5M AUM minimum)
Business valuation
Financial analysis
Strategic framework for growth and/or exit planning
Professional team evaluation
Personal/financial dashboard
Customized cash flow plan utilizing MC team of experienced professionals
Wealth and legacy planning consultation
Risk management assessment—personal insurance review
Investment management (webinars, portal, annual review, behavioral finance, diversified asset management)
Introductions to professionals to develop “wealth team”
Business dashboard
Introduction to business strategy coach
Advisory board meeting coordination
Quarterly strategy sessions
Best practices and mentorship
