let’s build your legacy.
The Founders Office is a premium, retainer-based business offering a full suite of services to entrepreneurs and business founders.
To access any of the services, all clients must first join The Founders Office, which acts as the central hub for coaching, business strategy planning, asset protection, compliance services, and digital family office solutions.
Each client’s journey begins with an Asset Matrix Plan and Risk Assessment, providing a deep dive into their operational and structural vulnerabilities, utilizing tools like Property Radar, LexisNexis, and AI-driven analysis.
discovery data report
The Discovery Data Report is a comprehensive assessment that gathers and analyzes critical information about a client, project, or business at the start of an engagement. This report synthesizes insights from interviews, surveys, and data analysis to provide a clear understanding of needs, goals, challenges, and current financial structures.
Asset Matrix Plan
Comprehensive analysis of client assets, operational structures, and vulnerabilities.
Leverage tools like Property Radar, LexisNexis, and AI-driven algorithms to identify risks and opportunities.
risk assessment
A visual analytics tool that evaluates risk exposure across multiple financial and legal categories. Presented in a multi-axis circular chart, this tool helps clients assess vulnerabilities in areas. Click here to get your FREE Risk Assessment.
Business Strategy and Coaching
Personalized coaching and strategic planning for business growth, operational efficiency, and leadership development. Includes access to expert advisors and a curated knowledge portal.
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