Work With Us To Build Your Family Wealth Operating System

You read the book. You know the five pillars. Now you want them built.

That's what this engagement is. My team and I serve as your Family Office Director. Over 90 days, we set up the family wealth operating system from The Family Office For Business Owners. Coordinated, documented, and running.

This is one-on-one work. We take a small number of families at a time, so we're careful about fit on both sides. This application takes about five minutes. Every question helps us show up to your call already knowing your situation.

Nothing here commits you to anything. It starts a conversation.

Section 1: Contact Information

Full Name

Email *

Phone *

City

State

Preferred Method of Contact

Phone

Text

Time Zone

Best Time to Reach You

Morning (8am - 12pm)

Afternoon (12pm -5pm)

Evening (5pm -8pm)

By checking this box, I consent to receive non-marketing text messages from Producers Wealth about. Message frequency varies, message & data rates may apply. By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Producers Wealth at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out. Text HELP for assistance, reply STOP to opt out.

Section 2: Business & Wealth Profile

Do you own a business?

Annual Business Revenue

What is your primary occupation / role?

Business Owner, CEO/ Executive, Professional Title, Investor, Other

Current estimated net worth?

Estimated Liquid Assets

Estimated value of all liquid assets (exclude real estate & business equity)

Estimated Annual Household Income

Section 6: Goals & Vision

What are your top 3 goals for the next 12-24 months? (Rank 1-3)

Reduce taxes significantly
Create better coordination across advisors
Build a Family Bank for liquidity/control
Protect assets from liability
Create clear governance/decision-making structure
Prepare children to handle wealth responsibly
Develop succession plan for business
Develop wealth transfer plan for family
Simplify and organize everything
Create peace of mind/reduce anxiety
Build a system that works without me
Other

Type 1, 2, 3, next to your top priorities

What does success look like for you 5 years from now?

What does success look like for your family 20+ years from now?

Are you planning to sell your business in the next 5 years?

What do you want your legacy to be?

Section 7: Specific Interests

Which of the Five Pillars are you most interested in implementing? (Check all that apply)

Legacy Assets (values, culture, family identity)

Structural Protection (tax, legal, insurance optimization)

Governance & Risk Management (decision-making, heir preparation)

Family Bank (capital control, liquidity system)

Asset Management (long-term investment strategy)

All of the above

Not sure yet

Are you interested in setting up a Family Bank?

If you already have life insurance, what type? (Check all that apply)

Section 8: Implementation & Commitment

How soon are you looking to implement a Family Office system?

What's your biggest concern about moving forward?

On a scale of 1-10, how committed are you to building a comprehensive Family Office system?

What's your annual budget/investment capacity for professional advisory services?

Are you the primary decision-maker, or do you need to involve others?

Section 9: Discovery & Qualification

How did you hear about Producers Wealth? *

Have you read or listened to "The Family Office for Business Owners"?

Have you worked with a family office advisor or consultant before?

If yes, what worked well and what didn't?

What makes you feel like NOW is the right time to do this?

Is there anything else you'd like us to know about your situation, goals, or concerns?

Section 10: Next Steps

If we determine we're a good fit, what would you like the next step to be?

What questions do you have for us?