FAMILY OFFICE IN A BOX

Business Consulting. Providing business consulting services including strategic onboarding kits, branded advisor resources, and operational frameworks for financial professionals and family offices; business development support and workflow optimization for wealth management firms.

Educational Services. Providing non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement; educational services including development and delivery of branded learning content for financial professionals.

Software Services. Providing temporary use of non-downloadable software tools integrated with CRM platforms for advisor onboarding, workflow automation, and client engagement tracking; software as a service (SaaS) featuring tools for operational planning and digital delivery of onboarding kits and training modules.