One Family. One Coordinated Team. One Blueprint.
Where families and their professionals work from one plan.
Most families already have good professionals: an advisor, a CPA, an attorney, an insurance specialist. They rarely work together. Family Wealth Builder gives the family and every one of those professionals the same Blueprint to work from, without asking anyone to change firms.
Two audiences, equally important.
For families
Bring Your Financial World Together.
See everything in one place, keep the professionals you trust, and decide who sees what. Your team works from your plan, not their own copy of it.
For financial advisors
Bring the Family Office Experience to Your Clients.
Coordinate a family’s whole financial life with the CPA, attorney and insurance professional they already use, without becoming an expert in every discipline. Your client relationship stays yours.
The problem
Good professionals, working apart.
A family’s advisor, CPA, estate attorney and insurance specialist each see one piece. They rarely share a picture, a plan or a calendar. The family ends up as the coordinator, which is the job it is least equipped for.
Communication gaps
The attorney drafts a trust the advisor never funds. The CPA hears about a business sale after year-end.
Duplicated effort
The family gathers the same statements for three different offices, and answers the same questions three times.
Missed opportunities
Planning that needs two disciplines at once, like a business succession that is also a tax and estate question, falls between them.
The Family Office Blueprint
One Blueprint per family. Three ways in.
Every person sees the same Blueprint, shaped to their role and limited to what the family has allowed. There is one plan, never one copy per professional. Family Wealth Builder does not replace anyone on the family’s team; it gives the team one place to work.
The family
The whole picture, and the say
A financial world map, the plan, the team and a clear record of who can see what. The family chooses its coordinator and can change that choice.
The Family Office Coordinator
Every family, coordinated
A multi-family dashboard and a workspace for each family: what is waiting on whom, where disciplines depend on each other, and what to bring to the next meeting.
Participating professionals
Your part of the plan
A task inbox across families, documents shared once, and only the information each family has authorised. Your advice and your work product stay yours.
See it working
Four fictional families. Four roles. One Blueprint each.
Switch between the Ashford family, their Family Office Coordinator, their CPA and their estate attorney. Change a permission or complete a task in one role and watch it appear in the others.
- A coordinator’s dashboard across three client families
- Role-based views with simulated, family-controlled permissions
- A shared action plan with owners, dates, dependencies and evidence
Every family, professional, firm and figure in the demonstration is fictional, and its permissions are simulated.
A common language across disciplines
One financial picture, seen through seven lenses.
A business interest is a retirement question, a tax question, an estate question and a risk question all at once. The lenses give every professional the same vocabulary, and let the family share one lens at a time.
Books by Jim Munchbach
Purpose. Partnership. Collaboration.
Three books for families and the professionals who help them connect their resources to what matters most.
For Families
Make Your Money Count
Connecting Your Resources to What Matters Most
View bookFor Financial Advisors
What Matters Most
Build a purpose-centered alliance with your clients to fulfill their dreams—and yours, too!
View bookFor CPAs and CFPs
Allied for Success
Creating a Synergy of Specialists to Fulfill our Clients’ Dreams
View bookOne Family. One Coordinated Team. One Blueprint.
See how a family and its professionals work together, in about five minutes.