Client: President & CEO, U.S.-based financial consulting firm.
Challenge
After completing a series of transactional projects, the client faced a different kind of challenge, looking beyond immediate deals and preparing for the bigger picture. They needed a consolidated view of their personal wealth and a succession plan that would carry them into retirement while ensuring a smooth transition of assets to future beneficiaries. Without a clear framework, retirement readiness and estate planning would remain uncertain.
Solution
I worked closely with the client to turn complexity into clarity. First, I designed custom insurance and income charts that clearly mapped assets, liabilities, and projected cash flows, making them easy to understand. Next, I facilitated succession-planning workshops, where we defined beneficiary structures, timeline milestones, and addressed key “what-if” scenarios. To complete the framework, I recommended estate-planning tools and trust structures that would protect wealth and optimize transfer strategies.
Outcome
The client walked away with an interactive dashboard that provided a clear, real-time picture of their wealth distribution and retirement readiness. Just as importantly, the succession plan framework gave them confidence that their assets would transition smoothly to the next generation, with all measures complying with legal requirements and double-checked with the participating legal team. What once felt overwhelming was now a structured, actionable roadmap for retirement and legacy planning.