Three ways to maintain or restore order
Start with clarity. Add hands-on coordination when the work exceeds the family's time, distance, or capacity.
Choose the level of help that matches the moment
Guide with Consultation— $499
1
A complete digital guide and private 75-minute working session, followed by a practical plan based on your needs: priorities, authority, owners, and next steps.
Managed Transition — from $4,999
2
Hands-on project coordination and availability when the Transition is complex and family availability is limited. We manage vendor comparisons and engagements, dependent surviving partners, schedules, documents, property access, and follow-through.
Private Family Office — from $9,999
3
Senior-level, pro-active coordination for complex, multi-party and multi-property transitions, dependent surviving partners and custom engagements. Project management, a defined cadence, clear, customized reporting, and one accountable lead.
15 minute call — complimentary
A brief private conversation to understand what is happening, determine with with FTO and point you to the most useful next step - with FTO or on your own. No preparation needed and no sales presentation.
Start with clarity. Add coordination when it is needed
The $499 Transition Blueprint gives your family a defined starting point…with guidance. If the work requires a hands-on lead, we can expand the engagement.
