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: Okafor-Lind family

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

Channel: call (Client setting)
Best time: Tuesdays, with the trustee's daughter joining (Client setting)
Notes: full (Firm default)
Escalate unsigned forms after: 14 days (Firm default)
Call first Speak to the client before any written note (Client setting)

All settings and where they come from

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

A. Okafor-Lind (79), T. Okafor-Lind (25), N. Okafor-Lind (22) · $5M+ · $31.6M · last contact: Meeting, 60 days ago, trustee meeting; next generation did not attend

Section order: Firm default.

What has changed

Goals with a gap

For the next generation $18M of $20M. Next generation, currently unengaged

Decisions to make

No product decisions pending.

Open items

due Client information refresh: T. Okafor-Lind (5 days)
due Client information refresh: N. Okafor-Lind (5 days)
Beneficiary change “Please change the primary beneficiary on the trust account to N. Okafor-Lind.”
Advisor Invite both beneficiaries to a next-generation session (due in 14 days)
Client service associate Refresh client information for two beneficiaries (1 days overdue)

Talking points

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

Documents to have to hand

Account review and documentation procedure (procedure extract)

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