What your estate
already owes.
Three figures from the public record. Each one represents a structural exposure that a properly documented family office eliminates before it becomes a filing.
Average Federal Estate Tax Liability
for portfolios above $25M at current unified credit thresholds
IRS Rev. Proc. 2023-34 · Applicable Exclusion Amount $12.92M
Source: IRS Statistics of Income Division, 2023
Family Wealth Lost by the Third Generation
across all asset classes, inclusive of operating companies and real property
Williams & Preisser, Preparing Heirs (2003) · Confirmed Roy Williams Group Study
Source: Roy Williams Group longitudinal study, n=3,250 families
Structural Vulnerabilities Per Audit
average findings in a multi-entity review spanning trust, operating, and offshore structures
Internal aggregate · Fiduciary Advisory Group diagnostic review data, 2019–2024
Source: Fiduciary Advisory Group, n=148 completed diagnostics
What a structured estate looks likeversus what most estates actually are.
Each row below represents a documented exposure pattern from our diagnostic review database. The left column is what we find. The right column is what we build.
Asset Protection
Creditor exposure across operating entities, real property, and liquid holdings
Tax Efficiency
Federal estate, gift, and income tax exposure across current and sunset provisions
Succession Readiness
Governance, transition authority, and continuity across operating entities
Privacy Exposure
Public record footprint, beneficial ownership disclosure, and litigation targeting
Three kinds of peoplealready sitting across this desk.
The engagement begins when you recognize yourself in one of these descriptions. The diagnostic confirms what you already suspect.
The Second-Generation Inheritor
Inheriting a portfolio assembled by a patriarch who built it through instinct rather than structure. The holdings are real — the documentation is not. You are navigating your first estate transition without a map, and the clock on TCJA sunset is not waiting for you to get oriented.
The Founding Patriarch
You built it across three decades and four entity types. The operating company, the real estate holdings, the offshore structure your attorney set up in 2009 — they have never been reviewed as a system. Every piece was right when it was built. The question is whether they still work together.
Outside Counsel
You need a co-pilot fluent in GRAT valuations, dynasty trust jurisdictions, and the intersection of income and transfer tax planning. Your client's estate is sophisticated enough that you want a second opinion before the filing. We work alongside counsel — not around them.
The Family Office Readiness Checklist
Eight sections. 112 line items. The same framework used in every Fiduciary diagnostic engagement — condensed into a PDF you can work through before the first call.
Download the Checklist
Delivered immediately. No sales call required to receive the document.