Private Wealth Briefing™
A confidential 45-minute diagnostic for high-net-worth leaders. We clarify objectives, surface hidden leaks, and assess your readiness for Resilio™—then recommend the right next step in The Strategic Capital Shift™.
What the Briefing Is
This is not a sales call. It is a strategic filter and working conversation that translates your current position into a clear, defendable path. By the end, you’ll know whether to proceed with the Capital Diagnostic™ or move directly into Advisory.
- Fit & Scope: confirm objectives, constraints, and decision environment
- Readiness Signal: quick read on capital fragility vs. resilience
- Next-Step Path: a precise recommendation (Diagnostic → Advisory)
Executives, private investors, and families with $1M+ deployable capital who value discipline, discretion, and multi-generational continuity.
By invitation, referral, or application. Seats are limited each cycle.
What You Receive After the Briefing
Briefing Summary
One-page recap of objectives, constraints, and key risks/opportunities.
Resilio Readiness Index™
Signal on cash drag, volatility drag, and decision discipline.
Priority Findings (T+7)
3–5 near-term actions to reduce fragility and restore momentum.
Trigger & Guardrail Snapshot
Initial thresholds to prevent over-trading and hesitation.
Capital Signals Map
Where discipline, liquidity, and pacing need reinforcement first.
Next-Step Recommendation
Proceed to Capital Diagnostic™ or enter Advisory—with timing and scope.
How It Works
1) Intake & NDA
Secure context: objectives, constraints, current positions, decision cadence.
2) 45-Minute Briefing
Focused working session to map friction, surface levers, and align on outcomes.
3) Summary & Path
Within 24 hours: Briefing Summary, Readiness Index, and next-step recommendation.
What We Review (At a Glance)
- Idle cash, concentration, allocation drift
- Liquidity timing and near-term obligations
- Pacing vs. opportunity set
- Approval thresholds & trigger design
- Advisor dependency & reaction loops
- Roles, cadence, and governance artifacts
Discretion, Not Display
We operate under strict confidentiality and NDA. Materials are versioned, evidence-logged, and reviewed under internal standards. Case references are shared privately.
Request Your Private Wealth Briefing™
We’ll confirm fit, scope, and scheduling. If accepted, expect your Briefing Summary and next-step path within 24 hours of the session.