The Strategic Capital Shift™
A proprietary three-phase methodology that transforms fragile, advisor-dependent portfolios into disciplined capital architectures. The Strategic Capital Shift™ operationalizes Resilio™—wealth that withstands disruption, compounds with discipline, and preserves legacy across generations.
What the Shift Delivers
This is the operating system for resilient wealth. We identify hidden leaks, install decision guardrails, and implement a paced deployment plan so capital compounds reliably—without emotional drift or reaction loops.
- Stop Hidden Leaks: cash drag, drift, concentration & timing gaps
- Enforce Discipline: pre-agreed triggers & guardrails replace ad-hoc decisions
- Compound with Clarity: a 12-month capital calendar aligned to legacy goals
Executives, private investors, and families with $1M+ deployable capital who want institutional discipline and multi-generational continuity.
By invitation, referral, or Private Wealth Briefing™.
Three Phases to Resilient Wealth
1) Capital Clarity™
Diagnose hidden inefficiencies and quantify readiness to shift.
2) Capital Design™
Engineer a bespoke capital architecture aligned to intent and risk budget.
3) Capital Deployment™
Execute a paced plan with guardrails, liquidity ladders, and review cadence.
How Each Phase Works
- Custodial feeds & current allocation
- Cash flow cadence & obligations
- Constraints (liquidity, jurisdiction, mandates)
- Capital Drift Diagnostic™
- Concentration & liquidity stress
- Readiness scoring
- Drift Heatmap & Leak Index
- Priority Actions (T+7 / T+30)
- Wealth Readiness Index™
- Risk budget & drawdown tolerances
- Legacy, horizon & philanthropic intents
- Liquidity needs & pacing preferences
- Architecture blueprint & governance
- Trigger & Guardrail Matrix™
- Liquidity ladder & re-entry rules
- Capital Architecture™ (target mix & roles)
- 12-Month Capital Calendar
- Board-ready Executive Brief
- Approved architecture & guardrails
- Execution bandwidth & owners
- Custodian / counterparties
- Sequenced trades & pacing
- Attribution & variance tracking
- Quarterly reviews & resets
- Trade blotter & impact previews
- Attribution & guardrail audit
- Quarterly Resilio™ Report
What You Receive
Drift Heatmap & Leak Index
Visualizes cash drag, concentration, and allocation drift in minutes.
Trigger & Guardrail Matrix™
Pre-agreed thresholds, actions, and approval routing to prevent costly errors.
12-Month Capital Calendar
Sequenced moves, targets, and review cadence for reliable compounding.
Liquidity Ladder
Staggered access by horizon so opportunity never competes with obligations.
Strategic Vehicle Map
Curated vehicles by role: core, diversifiers, optionality, legacy.
Executive Brief (Board-Ready)
Concise narrative and exhibits for fast alignment and approvals.
Cadence & Governance
Working Cycle
Discovery & intake → working session → delivery inside days; first two moves begin immediately.
Review Rhythm
Monthly light checks, quarterly deep reviews, annual reset against legacy objectives.
Approvals
Guardrail-based trade thresholds; strategist oversight for exceptions; audit trail on decisions.
How We Measure Success
- Idle cash < 2–3% (within constraints)
- Peak-to-trough drawdown within risk budget
- Recovery time shortened vs. baseline
- Guardrail adherence > 90%
- Variance to capital calendar < target band
- Attribution: leak reduction → contribution to returns
Discretion, Not Display
We operate quietly and under NDA. Materials are versioned, evidence-logged, and reviewed under internal standards. Case references are shared privately.
Start Your Strategic Capital Shift™
Begin with a Private Wealth Briefing™ to confirm fit, scope, and cadence—or initiate the Capital Diagnostic™ to surface your first two moves inside a week.