FAMILY LIFE OFFICE™ LITE
Business Owners | Executives | Professionals | Multi-Gen Families | Entrepreneurs
An Innovation in Managing the Business of Life©
FAMILY LIFE OFFICE™ LITE
Business Owners | Executives | Professionals | Multi-Gen Families | Entrepreneurs
An Innovation in Managing the Business of Life©
The JIGSAW PUZZLE
that's Your Life
LET YOUR FAMILY LIFE OFFICE™
TURN YOUR PIECES ...
INTO THE MOSAIC OF YOUR HOPES & DREAMS.
What is a FAMILY LIFE OFFICE™?
Proactive, comprehensive Planning & Management
Advocates representing the
Family's Diverse Interests
Fosters Healthy
Relationships
Coordinates Advisors, Resources & Projects
Protects, grows, and perpetuates
Financial & Non-Financial Wealth
Collaborative Multi-
Generational Success
Efficient and Harmonious Organizational
Systems & Structures
Fully unlocks everyone's
Purpose & Potential
The "True Wealth" Concept
It's at the Convergence of Your Financial and Non-Financial Wealth
Where You Will Find Solutions to a Family's Most Perplexing Problems.
— Michael Beduze, Managing Partner
Most people Solely associate Financial Capital with Wealth, but the
True Measure of one's wealth incorporates the Family's Non-Financial Capital.
YOUR TOTAL WEALTH | Financial & Non-Financial
TALENT
A currency that fulfills
calling and purpose.
YOUR LIFE CURRENCIES ™
TIME
MONEY
RELATIONSHIPS
A finite currency that can
end at any moment.
The most meaningful and
lasting currency.
A limitless, powerful currency.
SM
Every LIFE CURRENCY™ decision you make
GROWS or DIMINISHES your LIFE CAPITALS.
SOCIAL CAPITAL *
FINANCIAL CAPITAL
HUMAN CAPITAL *
ENTREPRENEURIAL CAPITAL *
Virtues, passions, traditions, interests, likes, instincts, gifts, and our "wiring"—what makes us unique.
Beliefs, faith, love, values, higher-purpose, wisdom, and meaning of life—our 'North Star' that navigates us through life.
Capacity, initiative, and risk-taking to develop, organize and manage a venture to solve problems for profit or social good (non-profit).
Formal education, capabilities, experiential knowledge, skills, insights, and financial, business,
and emotional intelligence.
Serving others, paying-it-forward, networking, civic duty, politics, taxes, and giving ourselves and our resources to others and for good causes.
Any asset found on a balance sheet or financial statement along with financial structures and systems.
* These capitals represent non-financial wealth that each individual and family possess at various levels.
YOUR LIFE CAPITALS ™
INTELLECTUAL CAPITAL *
SPIRITUAL CAPITAL *
Grow ♦ Manage ♦ Protect ♦ Perpetuate
Why?
What?
Where?
Who?
How?
Simplify | Grow | Protect | Perpetuate | Thrive | Organize
FAMILY LIFE OFFICE™OVERVIEW
Culture & Governance
FLOtech™
Life Check-Up
A
B
C
Give yourself the 'gift' of taking time out of the busyness of your life to deeply think about your life, family, career, and business. "Life is not a dress rehearsal." Gain insight and clarity about your "Why," where you are now, and where you want to go so you can live a life of intention—focused on the things that matter most and bring you the most joy.
These are the cornerstones for your Family Life Office™ (FLO™). We will prepare the blueprints and foundation for your entire family to participate in the process.
THE JOURNEY
Initial Six Months
Time to collect information and documents, orient advisors, and develop the FLO™ digital hub for managing, protecting, and growing the "business of your life and family."
[Transition to Annual 4-Step Process]
FAMILY LIFE OFFICE™
FLO Management
Check-Ins & Updates
1
2
Monthly check-ins & updates via phone or video conference with your Da Vinci Chief Life Officer (CLO) and other Da Vinci Consultants, if applicable.
Your Da Vinci CLO pro-actively oversees all aspects of your basic FLO™ experience. The five main areas are, but not limited to:
Add short body of text
[Transition to Annual 4-Step Process]
Half-day or all-day forums with CLO, family members, & advisors to enhance communications, review progress, and reset plans, objectives and goals.
Strategy Sessions
Stakeholder Forums
3
4
Three, half-day meetings over the course of the year with your CLO and core advisory team to proactively plan (see "Planning Module") and efficiently implement strategies to achieve and sustain optimal outcomes. (The 4th and final quarterly meeting is your Annual Family Meeting.)
OWNERSHIP
MODULE
BUSINESS
MODULE
FAMILY MODULE
PLANNING
FOUNDATION*
* Planning Module included in FLO Foundation Services.
YOU CONTROL the Module Components to ADD and REMOVE.
Your FLO™ is Scalable to fit your Budget and to meet your Needs.
YOUR FAMILY LIFE OFFICE™
FLO™ Foundation + Module Components
* You determine the degree and level of Planning and Management Services provided by your existing advisory team. Da Vinci and your existing advisory team collaborate to optimize the planning and management process through your Family Life Office™. The composition of your "Core Advisory Team" is determined by you. Da Vinci does not offer tax, accounting, legal, investment, insurance, valuation, or M&A services.
CPA *
Financial
Planner *
Attorney *
Your
Core
Team
Da Vinci's
Chief Life Officer
& Consultants
Banker
Life Agent
P&C Agent
Other Advisors
Cyber
Trustee
Real Estate Agent
Valuation
Your
Advisor Bench
FLOtech™
coordinated & collaborative
environment
MANAGEMENT MODULE
Your Professional Advisory Team's Focus *
PLANNING MODULE and MANAGEMENT MODULE
FAMILY LIFE OFFICE™TEAM
LIBRARIES
Family Tree | Photo Library | Video Library | Family Traditions Library | Video Interviews
Family History Library | Business History Library | Possession Documentation
COMMUNICATIONS
INFORMATION
Financial Calendar | Family Culture | Data Management | List Management |
Document Management | Forms Management | Vacation Property Management
Planning System | Project Management | Plan Management | Meeting Notes |
Time Management | Team Management | Advisor Forum | Documentation
PROCESS
FAMILY LIFE OFFICE™
IN THE CLOUD
FLO Dashboard | Family Calendar | Chat | FLO Email Accounts | Polling | Surveys |
Group Scheduling | Directory | Discussion Groups | Video & Desktop Conferencing
The
Many Features
of Your Secure
FLOtech™
Web & Mobile
Apps
Basic FLO Foundation Benefits*
Basic FLO Foundation Pricing
THE DETAILS
INVESTMENT & BENEFITS
$2,995 per month*
* Basic FLO™ Foundation Services are provided as illustrated for the number of hours specified. The basic fee rate illustrated will vary if you select a Da Vinci Master Level CLO to serve your family or require more hours of basic services. Adding and subtracting 'components' or adding more hours to the Basic FLO Foundation Services will adjust your monthly fee accordingly. The cost of all additional services you request beyond the Basic Foundation Services will be disclosed in advance of any work being started. All terms and conditions are provided in writing at the time you engage Da Vinci. Seek the advice of your tax preparer to determine the deductibility of FLO™ fees.
BONUS
Sign-Up before 3/1/20 to receive:
8-hours of FREE professional services to apply to ANY Family, Business, or Owner Modular Component Service.
(Available at the end of the 6-month, Start-Up FLO Services term).
MINIMUM TOTAL VALUE of $2,400
Start-Up FLO Services include:
On-Going FLO Services include:
Just a few of the many FLO Benefits:
Starting at
Want More Info? Click on FAQs and Testimonials
© Copyright 2018-2019 Da Vinci Global Consulting, LLC All rights reserved
An Independent Consulting Firm
Serving Families, Owners, and their Businesses
Schedule a Get Acquainted Call
Email Da Vinci
www.DaVinciGC.com
FLO Infographic (print version)