Package Overview

 
 

Planning

Development of a customized, step-by-step plan which will guide you and/or your team from Discovery through the Implementation of a Multi-Generational Wealth Management System (MWMS).

Includes

  • Cloud-Based Project Plan (On the Smartsheet Platform)

  • One (1) Discovery Session

  • One (1) Strategy Sessions (Zoom)

Planning + Management

This package includes everything you receive in the ‘Planning’ package along with a dedicated Project Manager to help meet your deadlines and ensure deliverables are in line with the requirements necessary to develop your MWMS.

Includes

  • One (1) Cloud-Based Project Plan (Includes Access via Smartsheet for 1 Year)

  • One (1) Discovery Session (Zoom)

  • Two (2) Strategy Sessions (Zoom)

  • Implementation Project Manager

  • Bi-Weekly (Twice per Month) Status Updates (Emails)

Planning + Management + Execution

This package includes everything you receive in the ‘Panning & Project Management package along with our ‘Execution’ services. Our team will execute the steps necessary to develop your MWMS.

Includes

  • Cloud-Based Project Plan (On the Smartsheet Platform)

    • Includes one (1) year of hosting

  • One (1) Discovery Session (Zoom)

  • Three (3) Strategy Sessions (Zoom)

  • Implementation Project Manager

  • Implementation Support Staff

  • Weekly Status Updates (Zoom and Email)

  • Multi-Generational Wealth Management System Portal (Based on the ArchipelagoTrust.info Architecture and Content Framework)

    • Includes one (1) year of hosting

    • One (1) hour of Content Management training session

    • One (1) year of Monthly Content Management Updates

      • Text and Images Only

      • Two (2) hours per month maximum