Consolidate financial positions across multiple legal entities, trusts, and accounts into a single family wealth report. Aggregates net worth, asset allocation, performance attribution, and liquidity by entity and in total.

Model estate planning scenarios for ultra-high-net-worth families. Projects estate tax liability under current law and proposed changes, compares gifting strategies (GRAT, SLAT, ILIT, dynasty trust), and estimates wealth transfer efficiency.

Analyze a family office's alternative investment portfolio. Calculates IRR, TVPI, RVPI, and DPI by fund/vintage, benchmarks against ILPA standards, and identifies concentration and liquidity risks.

Prepare educational briefs for family members on key wealth management topics. Covers investment basics, family governance, trust structures, philanthropy, and financial responsibility tailored to next-gen family members.

Develop a strategic grantmaking plan for a family foundation. Covers mission articulation, focus area selection, grant sizing strategy, RFP design, grantee evaluation criteria, and impact measurement framework.

Prepare a quarterly valuation summary for illiquid family office holdings: direct investments, private equity stakes, real estate, and closely-held businesses. Applies ASC 820 fair value principles and documents valuation methodology.

Draft a family governance charter and constitution for a family office or family business. Covers family values, decision-making frameworks, employment policy, ownership transfers, conflict resolution, and family council structure.