EDISON FAMILY OFFICE SERVICES · PRESERVE
Advisor Coordination
Your attorney, accountant, financial advisor and insurance professional, working from one plan.
WHAT IT ACCOMPLISHES
Your attorney, accountant, financial advisor and insurance professional, working from one plan.
Families with complexity usually have good advisors who rarely talk to each other. We serve as the central point of communication so that planning stays current, the advice is consistent, and important decisions are not made in isolation.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- A single coordinating point of contact
- Shared planning summaries for every advisor
- Regular advisor check-ins
- Follow-through on decisions across the team
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
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NEXT STEP
Your attorney, accountant, financial advisor and insurance professional, working from one plan.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.