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.
Transition Blueprint — $499
1
A complete digital guide and private 75-minute working session, followed by a practical 30-day plan based on your needs: priorities, authority, owners, and next steps.
Managed Transition — from $4,999
2
Hands-on project coordination when the needs are clear but execution seems overwhelming. We manage vendor comparisons and engagements, schedules, documents, property, and follow-through.
Private Family Office — from $9,999
3
Senior-level 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 fit call — complimentary
A brief private conversation to understand what is happening and point you to the most useful next step, with FTO or on your own. No preparation needed and no sales presentation. Promise.
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.
