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The process

What working with Architect Family Office actually looks like.

A four-phase planning process designed to surface opportunities, build the plan, and execute the work.

Our Process

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Proactive Planning Meeting
A focused 60-minute session to understand where you stand today, what's already been built, and where the gaps and opportunities are likely to be. We review current income, tax exposure, existing investments, business situation, and the state of any legal and insurance work in place. We don't pitch products. We ask questions, take notes, and identify what's worth a closer look.
1
Strategy & Roadmap Session
Between the first meeting and the second, we analyze your situation in depth and assemble a tailored set of strategy recommendations across the relevant pillars. The second meeting walks you through what we found, what we'd recommend, why each recommendation matters, and how the pieces connect. You leave with a clear picture of the proposed plan.
2
Implementation & Specialist Coordination
Once the plan is approved, we coordinate with the specialists in our Virtual Family Office: accountants, attorneys, insurance specialists, wealth managers, and business advisors. We execute the work alongside them. You don't manage five separate professionals — we do. You stay informed through scheduled implementation milestones and direct check-ins as needed.
3
Ongoing Reviews and Adjustment
Plans don't stay current on their own. Tax law changes. Business income shifts. Family situations evolve. We hold structured reviews to surface new opportunities, update the strategy, and keep implementation moving forward. Most clients meet with us several times a year, with additional touchpoints whenever the situation warrants.
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what you should expect throughout

A single coherent strategy, executed.

  • A central point of contact at the firm
  • Confirmation when implementation tasks are complete
  • A plan that reads as a single coherent strategy, not a stack of unrelated recommendations
  • Clear written summaries after every major meeting
  • Access to specialist expertise without the burden of finding or coordinating it yourself