Welcome Quick Tour 100+ Goals 200+ Services 300+ Tools Charitable Remainder Trust Comprehensive Plan Employee Stock Ownership Program Grantor Deemed Owner Trust Qualified Plan Strategy Super CLAT The Optimized Portfolio System EP Learning Center Site Map Home Purpose Objective 1: Understand the needs of wealthy families Objective 2: Help wealthy families preserve wealth Objective 3: Empower a planning team with resources to go beyond the traditional Objective 4: Provide impeccable quality cost-effectively Objective 5: Integrate any of more than 200 planning instruments into your plan Objective 6: Overcome frustrations expressed by wealthy families Objective 7: Achieve benefits not available elsewhere People Counselors Analysts Planners Advisor Coordinators Book Publishers Licensed Implementers Evaluators/Educators Process CAPABLE Model 7 Deliverables Action Steps Principles Products Family Wealth Statement Financial Checkup Value Proposition Letter Tactical Plan Comprehensive Plan Implementation documents Annual updates