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Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Review pack: E. Brandvold

No meeting booked today; this pack is ready for the next one.

  • Channel: email (Firm default)
  • Best time: Evenings UK time, 5 to 7pm (Client setting)
  • Notes: full (Firm default)
  • Escalate unsigned forms after: 14 days (Firm default)
All settings and where they come from

Briefing: what has changed, what is inferred, and what could not be established

E. Brandvold (49) · $5M+ · $14.2M · last contact: Call, 40 days ago, discussed a possible move back to the uk in two years

Section order: Firm default.

What has changed

Goals with a gap

  • Cash for planned spending 18 months of 24 months. 24 months, higher because of relocation risk
  • Retirement $9M of $12M. Retirement in the UK or US, undecided

Decisions to make

No product decisions pending.

Open items

  • due US tax status confirmation (9 days)
  • escalated Foreign pension disclosure (16 days)
  • Transfer in “Can you get the transfer value of my UK pension moved here?”
  • Wealth strategist Cross-border tax review of legacy UK funds (due in 10 days)
  • Junior advisor Map deferred compensation vesting dates (due in 7 days)

Talking points

  1. Open with what has changed since the last conversation
  2. Walk through the goals that have a gap
  3. Agree who does what on the open items

Documents to have to hand

  • Non-US pooled funds held by US taxpayers (research note)

Everything in this pack comes from the client file. Nothing is generated.