- Is our investment portfolio sufficiently diversified?
- Will my portfolio provide the liquidity I need to fund my lifestyle?
- Are my real estate assets properly titled in an llc?
- Do I have the right mix of valued providers and trusted advisors?
My Estate Plan
- Are my heirs properly equipped to assume this obligation?
- Are we, as a family, organized and practiced in good governance?
- Do we communicate effectively?
- Is my estate plan up to date?
- Am I utilizing trust and estate laws efficiently?
- Can I afford my current lifestyle without depleting my wealth over time?
- Is our family’s wealth plan geared for perpetuity and sustainable?
- Can I simplify my life?
- Can I find more time to enjoy it?
- Does my portfolio reflect my philanthropic interests?
- Is my charitable giving plan organized properly?
- Have I fully communicated my philosophy and values to the people most important to me?