마스터 체크리스트

One page: which problems it must solve first — reporting, investments, admin, tax coordination, estate, governance. 가이드 읽기 →

Cash, securities, funds, real estate, companies, credit, partnerships, trusts, retirement, insurance, collectibles. 가이드 읽기 →

Mortgages, lines, margin, personal guarantees, contingent obligations — the side everyone forgets. 가이드 읽기 →

LLCs, partnerships, corporations, trusts — with an ownership tree, even a rough one. 가이드 읽기 →

Who the office serves now, who it will serve, and who holds decision rights. 가이드 읽기 →

CPAs, attorneys, managers, banks, insurance — provider, scope, fee. This becomes the outsourcing baseline. 가이드 읽기 →

Organized advisors, virtual, micro, lean SFO, or an MFO relationship — complexity, not ego, decides. 가이드 읽기 →

Use the interactive Builder as a strawman, then argue with it. 가이드 읽기 →

Investments, accounting, tax, legal, property, insurance, IT, philanthropy — build-vs-buy on paper. 가이드 읽기 →

Management company, holdcos, property LLCs, trusts — attorneys and CPAs make it real. 가이드 읽기 →

Staff, systems, advisors, office — with a contingency. Compare against current advisor spend. 가이드 읽기 →

What the family must see monthly/quarterly: net worth, performance, cash, taxes, entities. 가이드 읽기 →

Meeting rhythm, decision rights, an investment committee — lightweight is fine; absent is not. 가이드 읽기 →

Wills, trusts, and the entity layer belong with counsel from day one. 가이드 읽기 →

K-1 tracking, estimates, projections — coordination starts before the first filing. 가이드 읽기 →

The entity that employs staff and contracts vendors — with counsel. 가이드 읽기 →

Right accounts, right entities, right signers. 가이드 읽기 →

Dual control on money movement from day one — the single best fraud defense. 가이드 읽기 →

Property, umbrella, D&O, cyber, key-person — one coordinated review. 가이드 읽기 →

Family included. No exceptions, financial accounts first. 가이드 읽기 →

One organized, permissioned vault for entity docs, statements, tax returns, policies. 가이드 읽기 →

Usually the generalist director/controller — trust and breadth over pedigree. 가이드 읽기 →

Who owns what; where the seams are; what gets outsourced. 가이드 읽기 →

Household employees included — properly, from the start. 가이드 읽기 →

The office's flagship product; demo against your real entity tree. 가이드 읽기 →

Entity-aware books that feed the consolidated view. 가이드 읽기 →

The wire-fraud surface: verified-callback rules, device management, training. 가이드 읽기 →

Every provider, its owner inside the office, renewal dates, and exit terms. 가이드 읽기 →

Objectives, allocation ranges, roles, restrictions, reporting — signed by the family. 가이드 읽기 →

The proof the machine works: one true net worth, on time. 가이드 읽기 →

Calendar, memo format, minutes — however small the committee. 가이드 읽기 →

Report what exists, what it costs, how decisions get made. 가이드 읽기 →

DAF, foundation, or direct — pick deliberately and administer it centrally. 가이드 읽기 →

Who calls whom when fraud, breach, or disaster hits — before it does. 가이드 읽기 →

Once a year: does the model still fit the complexity? Adjust deliberately. 가이드 읽기 →

Education, meeting seats, small responsibilities — succession begins now. 가이드 읽기 →