Confidential coordination reviews for family offices and UHNW households — by Zoom or phone, no office visit required.
Every family office makes claims. The question is which ones are still supported.
Liquidity. Succession. Tax sequencing. Estate transfer. Cyber resilience. These are not products — they are coordination problems. When the advisors you already pay do not speak to each other, the claims your family office relies on can outrun the documents and the planning behind them.
A 30-minute principal or executive conversation. No product presentation on the first call.
Common family-office claims we stress-test
Six claims. Six places coordination usually breaks down.
We will have liquidity when the estate settles.
Illiquid operating entities, concentrated holdings, or deferred compensation can force asset sales at distressed prices.
Our trust documents match the balance sheet.
Restructured entities, sold property, or new state residency can leave documents describing a household that no longer exists.
Tax is being handled proactively.
Returns are filed accurately, but multi-year sequencing — conversions, gain recognition, entity timing — is often handled reactively.
The next generation is prepared.
Only 27% of family offices report an organized next-generation preparation process, and succession plans for the office itself are often incomplete.
Our insurance and risk programs match the balance sheet.
Coverage may be sized for a smaller or simpler balance sheet, leaving gaps in estate liquidity, long-term care, or key-person risk.
Cyber and operational risk are covered.
43% of surveyed family offices have experienced a cyberattack, yet many still lack a robust incident-response plan.
These gaps are not hypothetical. Family-office research consistently shows that institutional investment processes do not automatically solve succession, governance, cyber resilience, or next-generation preparation.8,13
What the research keeps finding
Even sophisticated offices have coordination blind spots.
The coordination review
Diagnosis before recommendation. Always.
Submit the confidential questionnaire
Structure, catalyst, tax and estate exposure, liquidity, insurance, and the professional team already in place. It takes about eight minutes and produces your Wealth Coordination Score.
A Senior Retirement Expert reads it first
Not a call center. One person reviews the whole picture, identifies where coordination is missing, and decides which disciplines the case actually requires.
A 30-minute confidential review
By Zoom or phone. We walk the findings, name the sequencing issues, and tell you plainly whether we are the right group to coordinate it — including when the answer is no.
Get a second set of eyes on the gaps no one owns.
The review is designed for principals, family-office executives, and the spouses or next-generation members who coordinate the family's professionals. It produces a plain-English responsibility map — which issues intersect, who already owns them, and where an outside specialist may be the fastest path to clarity.
Pick your time
Select a window for our team to verify your information and schedule your Expert match call
Pick a window and our team calls first to verify your details and confirm what to review. Then we match you to the right licensed specialist for your Tele-Wealth consultation. No pitch — we walk through your answers, your numbers, and what to fix first.
Smart Match — the right expert for you: We don't randomly assign you to whoever is available. We review your questionnaire answers and match you with an experienced Fiduciary Retirement Specialist who can best address your situation — then they stay with you from there.
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Plans change — that's fine. You can reschedule or cancel in a couple of clicks, any time, without calling or emailing us.
Straight answers before you request a review
Who is the family-office claims review for?
Principals, family-office executives, and multigenerational households with substantial, complex balance sheets who suspect their legal, tax, insurance and investment advisors are not coordinating effectively. It is also for families approaching a liquidity event, succession transition, or estate settlement.
What do you mean by 'claims' in a family-office context?
The claims a family office must defend: that wealth will transfer smoothly, that liquidity will exist when needed, that tax exposure is sequenced rather than reactive, that the next generation is prepared, and that insurance and risk programs actually match the balance sheet. We surface where those claims are unsupported by current coordination.
Is this a replacement for our existing advisors?
No. My IRA Hero adds targeted specialist capacity and coordination where gaps exist. Legal, tax, securities, investment-advisory and insurance recommendations continue to come from the appropriately qualified professionals responsible for them. Our role is to identify the gaps and integrate the right specialists into the process already in place.
What happens on the first call?
A confidential 30-minute Tele-Wealth review by Zoom or phone. A Senior Retirement Expert walks the findings from a short pre-call questionnaire, names the sequencing issues, and tells you plainly whether we are the right group to coordinate the next steps — including when the answer is no.
Do we have to meet in person?
No. The review is conducted virtually or by phone. Documents and findings are shared through a secure, invitation-only client portal so the family office team can review them before and after the call.
Pick your time
Book your confidential 30-minute coordination review
A Senior Retirement Expert matched to complex, multi-advisor households will review your questionnaire before the call, walk the gaps with you, and tell you plainly whether additional coordination is warranted. No account numbers, no obligation, nothing signed on the first call.
We don't randomly assign you to whoever is available. We review your questionnaire answers and match you with an experienced Fiduciary Retirement Specialist who can best address your situation — then they stay with you from there.
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How we vet our bench
Five checks before your Expert ever calls you.
Retirement decisions are long-term commitments. The professional you meet with should be held to a long-term standard. Every Expert we assign has cleared all five of these before an introduction is made.
01Active state license, verified
Every Expert holds a current life and health insurance license in the state where you live. We confirm the license before any introduction is made — you are never handed to someone who cannot legally advise you where you are.
0212+ years of retirement planning experience
We work with specialists, not generalists. Each Expert brings at least 12 years of successful college funding and retirement planning experience, beginning with A+ Rated Carrier Training.
03Background and disciplinary screening
Every Expert is screened against public regulatory and complaint records. Prior disciplinary action, a license suspension, or an unresolved client complaint disqualifies a professional from our bench.
04Best-interest standard
Recommendations must fit your financial situation, your timeline, and your goals — not the highest-commission product available. Anything discussed is disclosed to you in plain language first.
05Annual re-verification
Vetting is not a one-time check at onboarding. Licensing and disciplinary records are re-verified every year, and any Expert whose record changes is paused from assignment while we review.
No cost, no obligation: your analysis and 15-minute Tele-Wealth call are free. Your information is never sold, and you are introduced to one matched Expert — not auctioned to a list of them.
Explore the Private Client pathway
Built for the household, the family office, and the professionals who serve them.
Private Client Wealth Coordination
The full Private Client pathway for households whose balance sheets outgrew single-advisor advice.
Explore Private ClientPrivate Family Office Coordination
Add specialist capacity without adding another generalist — retirement, insurance, tax, estate, succession and risk expertise.
See family office servicesWealth Coordination Review
The eight-minute diagnostic that produces your Wealth Coordination Score and maps the gaps between your advisors.
Begin the reviewEstate Planning Without Friction
How trust, tax, and insurance coordination can keep a family estate from becoming a multi-year administrative project.
Read the guideTax Planning for Retirement
Multi-year tax sequencing, Roth conversions, and distribution-order decisions that affect what the family keeps.
See tax strategiesK-1 Analysis for Business Owners
For families with partnership or S-corp income: a structured review of basis, QBI, passive losses, and multi-state exposure.
Analyze K-1 exposureSource notes
Superscript numbers in the copy above correspond to the claim sources below. Third-party research is cited as published; figures reflect the surveys named and are not statements about My IRA Hero clients.
- 5. UBS, Global Family Office Report 2026 — official release, May 28, 2026. Only 35% of surveyed family offices had a defined succession plan for the family office itself, and 27% had an organized process to educate or prepare the next generation for future roles. UBS surveyed 307 family offices across 30+ markets with average family net worth of about USD 2.7 billion. Open primary source
- 7. Deloitte Private, The Family Office Cybersecurity Report 2024. 43% had experienced a cyberattack, 31% had no incident-response plan and only 26% described their plan as robust. Open primary source
- 8. Deloitte Private, Family Office Insights. 41% family-leadership succession-plan gap, 50% family-office leadership-team succession-plan gap, and 30% next-generation preparedness finding. Open primary source
- 9. Deloitte Private, Family Office Insights Series — Global Edition. 34% planned to rely more on third-party service providers to scale initiatives and gain added expertise. Open primary source
- 10. UBS, Global Family Office Report 2026. Claim source for the 35% succession-plan and 27% next-generation preparation statistics used in the research section. Open primary source
- 11. Deloitte Private, The Family Office Cybersecurity Report 2024. Claim source for the 43% cyberattack, 31% no incident-response plan and 26% robust-plan statistics. Open primary source
- 12. Deloitte Private, Family Office Insights Series — Global Edition. Claim source for the 34% third-party-provider, 41% succession-plan gap and 30% next-generation preparedness statistics. Open primary source
- 13. UBS, Global Family Office Report 2026. The contrast between institutionalized investment operations and uneven governance, succession and next-generation preparation. Open primary source
- 15. Deloitte Private, Family Office Insights Series — Global Edition. Outsourcing, succession, next-generation preparedness, technology and cyber-risk gaps. Open primary source
Free 15-min Tele-Wealth call — Zoom or phone, no obligation.
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