Private Family Office Funnel
Investment process is rarely the gap. The gaps live between the advisors — income, liquidity, succession, risk and the next generation. Walk the nine workstreams, see which are live for your family, then book a confidential coordination call.
Each workstream is scoped to the gaps your office actually has — and each ends in a written deliverable your existing advisors can act on.
Turning a complex balance sheet into a reliable personal paycheck for the principals — sequencing distributions across entities, trusts and accounts so income survives long retirements and down markets.
Deliverable: A principal income map with sourcing order, tax drag noted, and stress-test scenarios.
Confirming the estate can actually pay its own bill: coverage adequacy, ownership and beneficiary alignment with the trust structure, and liquidity for estate tax without a forced sale of the business or property.
Deliverable: A liquidity gap estimate and a coverage inventory mapped to the estate documents.
Where an operating business anchors the family's wealth, key-person risk, buy-sell funding and executive benefits need to work as one design — not three separate policies written years apart.
Deliverable: A review of buy-sell funding and key-person coverage against current valuations.
Only 35% of surveyed family offices report a defined succession plan for the office itself. We coordinate the beneficiary, fiduciary and successor-trustee picture with your attorney so the documents and the accounts tell the same story.5,10
Deliverable: A succession and beneficiary matrix reconciled against the titling of every account.
34% of family offices plan to rely more on third-party providers to scale. When a gap exceeds internal capacity, we make a vetted introduction and define the specialist's role inside your existing process.9,12,15
Deliverable: A specialist-gap map with named, vetted candidates and a written scope for each.
Preparing the next generation — and the retiring generation — for the decisions ahead: how the wealth is structured, what each account is for, and what changes when a principal steps back.
Deliverable: A family education agenda and transition timeline the whole household can follow.
When five professionals touch the same decision, someone has to confirm who owns what. We document responsibilities, check for overlaps and blind spots, and clarify each engagement.
Deliverable: A responsibility matrix covering every outside firm and internal role.
43% of family offices have experienced a cyberattack and 31% had no incident-response plan. Long-term care, cyber and continuity risk are reviewed as one exposure, not afterthoughts.7,11
Deliverable: A risk register covering healthcare/LTC funding, cyber posture and continuity triggers.
Charitable structures, donor-advised funds and family foundations work best when sequenced with the tax and estate plan — coordinated with the appropriate advisers rather than bolted on.
Deliverable: A giving strategy aligned with the tax picture and the family's stated intent.
01
A confidential 30–45 minute conversation with a Senior Retirement Expert. No product presentation — just a read on which workstreams are live for your family.
02
We walk the nine workstreams against your current advisors and documents, and identify where specialist capacity would actually change the outcome.
03
You receive a responsibility matrix and next-step workstream plan. If a gap is better handled by someone already engaged, we will say so.
Booking
Thirty to forty-five minutes with a Senior Retirement Expert. Bring the picture as it stands — we'll map it against the nine workstreams and tell you plainly where the gaps are.
Pick your time
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.
Select My Verification Window →Plans change — that's fine. You can reschedule or cancel in a couple of clicks, any time, without calling or emailing us.
Prefer to send the picture first? Complete the coordination review and a Senior Retirement Expert will read it before the call. See also Private family office coordination.
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My IRA Hero facilitates education, specialist matching and coordination. It is not your attorney, CPA, custodian, bank or investment adviser unless a specific affiliated professional or entity is separately identified as holding that role. Insurance and annuity recommendations are made through appropriately licensed insurance professionals and remain subject to state availability, suitability and best-interest requirements, carrier approval and contract terms. Tax, legal, securities and investment-advisory services come from the qualified or registered professionals responsible for them.
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.
Free 15-min Tele-Wealth call — Zoom or phone, no obligation.
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