Our comprehensive 12-month onboarding methodology with 5 interconnected phases
The D⁵ Process™ is our proprietary framework for transforming families from wealth holders to wealth stewards. Over 12 months, we work through five deliberate phases—each building on the last—to create the systems, documentation, and governance structures that will serve your family for generations.
This isn't a transactional engagement. It's the foundation for a 100-year partnership.
Phases are intentionally overlapping—building trust and relationships while gathering information
Timeline: Months 1-3
Before we can chart a course for the future, we need to understand your complete current state. This phase involves deep discovery across all aspects of your family wealth ecosystem.
A comprehensive Family Wealth Landscape document that maps every entity, relationship, asset, and advisor—creating a single source of truth for your complex financial ecosystem.
Timeline: Months 3-5
This is the most important phase of the entire process. We help you move beyond "preserving wealth" to articulating the deeper purpose behind your family's resources.
A written Family Mission & Values Statement that serves as the North Star for all future decisions—creating context and purpose that transcends any single generation.
Timeline: Months 1-8 (Overlaps Intentionally)
This phase runs concurrently with Discovery and Definition because relationships are built through interaction, not declarations. Trust takes time.
Established trust with all stakeholders—family members across generations and professional advisors—creating the relational foundation for long-term partnership.
Timeline: Months 8-10
With complete understanding of your current state (D¹), clarity on your purpose (D²), and trust established (D³), we now design your comprehensive multi-generational strategy.
Your comprehensive POWERplan—a living strategic document covering all five pillars with specific action items, timelines, and accountability structures.
Timeline: Months 10-12+ (Ongoing)
Strategy without execution is just aspiration. This phase transforms your POWERplan from document to living reality—and continues as ongoing partnership.
Living systems that function independently while being continuously refined—with your Family CFO as ongoing orchestrator, facilitator, and steward of your 100-year vision.
The D⁵ Process™ isn't about completing a project. It's about building the foundation for multi-generational wealth stewardship.
Most families spend more time planning a vacation than planning their generational legacy. We take 12 months to get it right—because the decisions made today will impact your great-grandchildren.
The journey starts with the Purpose Alignment Assessment™—a mutual evaluation to ensure both values alignment and strategic fit before committing to this comprehensive partnership.