Case Insights
Narrative snapshots of how leaders moved from fragile portfolios to disciplined capital architectures. Each case shows the philosophy of Resilio™ delivered through The Strategic Capital Shift™—with clear inflection points, guardrails, and measurable outcomes.
What You’ll See
We focus on three levers that materially change outcomes for HNW families: stopping hidden leaks, enforcing disciplined compounding, and building continuity beyond any single decision-maker or market cycle.
- Hidden Leaks: cash drag, drift, concentration & timing gaps
- Discipline: pre-agreed triggers, guardrails, and pacing
- Continuity: governance, roles, and review cadence
- Idle cash (%), single-issuer exposure (%), drift vs. target
- Max drawdown & recovery time (baseline vs. after)
- Guardrail adherence, variance to capital calendar
Timeframes typically 12–24 months unless noted.
The $500K Salary Trap
Senior executive with high earnings and episodic equity bonuses. Portfolio showed 18% idle cash, drifted allocation, and reactive rebalancing after sell-offs.
- Capital Clarity™: Drift Heatmap & Leak Index
- Capital Design™: Trigger & Guardrail Matrix™; liquidity ladder
- Capital Deployment™: 12-month pacing; monthly light checks
- Idle cash: 18% → 2.5%
- Max drawdown: −27% → −16%
- Recovery time: 10.8 → 5.6 months
- Guardrail adherence: > 92%
Illustrative; composite of similar client circumstances.
Concentrated Founder Equity
Tech founder with 72% net worth in single-issuer equity, approaching liquidity events with blackout windows and covenant constraints. Objective: reduce catastrophic downside without blunting long-term upside.
- Capital Clarity™: exposure map, vesting runway, counterparty limits
- Capital Design™: staged diversification; downside budget & collar framework
- Capital Deployment™: PE pacing plan; optionality sleeve; quarterly reviews
- Single-issuer exposure: 72% → 28%
- Volatility budget: within target 4/4 quarters
- Liquidity runway: 24 months secured
- Re-entry rules: codified; exceptions logged
Illustrative; depends on market conditions and instrument availability.
Liquidity Mismatch in Real Assets
Family with substantial real-estate holdings and private deals; cash calls collided with lifestyle and tax obligations. Forced sales risk elevated during downturns.
- Capital Clarity™: cash-flow cadence; call schedule mapping
- Capital Design™: three-tier liquidity ladder; reserve policy & pacing
- Capital Deployment™: calendarized funding; role owners & alerts
- Emergency sell risk: mitigated (no distressed liquidations)
- Funding gaps: reduced to < 2% of scheduled calls
- Variance to capital calendar: < 5%
- Stakeholder confidence: high; cadence adhered
Composite; policy design tailored to jurisdiction and objectives.
From Advisor-Dependent to System-Driven
Multi-entity professional relying on ad-hoc advisor recommendations; inconsistent execution, missed re-entries, and governance gaps.
- Capital Clarity™: role clarity; decision map; escalation thresholds
- Capital Design™: guardrails; approval routing; documentation kit
- Capital Deployment™: monthly lights; quarterly deep reviews; audit trail
- Guardrail adherence: > 90%
- Execution slippage: reduced materially
- Recovery time vs. baseline: shortened
- Continuity: process survives personnel changes
Illustrative; system quality depends on implementation fidelity.
How We Construct Case Insights
- Composite narratives to protect privacy
- Metrics drawn from baselines vs. post-Shift windows
- Attribution: leak reduction, guardrail adherence, and cadence
- Not investment advice; illustrative only
- Past performance does not guarantee future results
- Jurisdictional constraints and tax outcomes vary
See What Your Shift Could Look Like
Begin with a Private Wealth Briefing™ to assess readiness—or initiate the Capital Diagnostic™ to surface your first two moves inside a week.