01. Portfolio & Roles
5 Active
Portfolio Value
$1,750,000
$500K
$5M
$10M+
Estate Complexity Score
82 / 100
Calculated based on real estate holdings, corporate share classes, tax friction & cross-border triggers.
Advisory Team Members
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General Contractor Principle: You don't direct individual trade subcontractors without an architectural blueprint. The GC coordinates sequential approvals so work doesn't need to be redone.
02. Professional Sequencing Matrix
Execution DependenciesFriction occurs when advisors work in silos. Hover over connection nodes to examine prerequisite deliverables and handoff gates.
Lead Legal & Tax Track
Friction / Dependent Interface
Final Implementation Gate
03. GC Project Roadmap
Ready to Plan
Coordination Steps
5
Est. Timeline
6 Mo
Designated Lead GC
Estate Planning GC / Lead Estate Lawyer
Holds the fiduciary umbrella and chairs the bi-weekly advisory reconciliation conference.
Recommended First Action
Schedule Discovery Session with Estate Lawyer & Tax Accountant
Sequenced Advisory Phases