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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: Thornbury family

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

  • Channel: email (Firm default)
  • Best time: Early morning, before the plant opens (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

K. Thornbury (58), L. Thornbury (56) · $5M+ · $23.1M · last contact: Call, 14 days ago, discussed the company's late-stage funding round

Section order: Firm default.

What has changed

Goals with a gap

  • Cash for planned spending 6 months of 24 months. Near-term capital call on the operating business
  • Retirement $5M of $9M. Sale of the business in 5 to 7 years
  • For the next generation $0 of $4M. Succession to two children

Decisions to make

  • $1.2M capital call due in 60 days: 3 options allowed, 5 blocked, about $2.1M. See options

Open items

  • due Standing wire instructions for capital calls (1 days)
  • Money movement “Please wire $1.2M to the fund for the capital call on the 15th.”
  • Advisor Succession planning with the estate attorney (due in 21 days)
  • Wealth strategist Model the sale scenario for retirement (due in 14 days)

Talking points

  1. Confirm the capital call date with the CFO
  2. Show the 6 of 24 months gap
  3. Move the money before the call date
  4. Book the succession conversation

Documents to have to hand

  • Managing single-name concentration (research note)
  • Sizing a Liquidity strategy (research note)

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