Quantify where your wealth may be eroding

Families with $5 million to $30 million in investable assets typically lose between $50,000 and $400,000 each year to inefficiencies they cannot see. The Leakage Assessment helps quantify that picture for your family.

It runs thirty-five questions across seven dimensions: tax, investment, estate, banking and credit, risk and insurance, coordination, and legacy and governance. It takes about seven minutes, requires no personal information, and returns a directional estimate with category breakdown, priority observations, and a ten-year compounded impact projection. A Financial Architecture Review then turns that estimate into a documented map of where capital is being lost and what an integrated approach would recover.