How your family moves
From a family with assets to a family with a system.
Here is exactly how that change happens — and how you’ll see it happen.
The Change
Where you are now. Where this takes you.
Scattered decisions, made one at a time
One clear purpose every decision is measured against
Assets, but no system holding them together
A structure your family can see, follow, and run
Professionals working in separate corners
A team of advisors aligned around one plan
Nothing guaranteed to reach the next generation
A plan the next generation can actually inherit and operate
The nagging sense something’s unaccounted for
Clarity, and the freedom to move on what matters
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Step one · What you bring
To start, no document project.
You don’t need to organize your files, value your estate, or arrive with answers. You bring your willingness to speak candidly about what you’ve built and where you want it to go. From there, document collection follows through a simple guided process — your GCG facilitator draws the rest out. It begins with the free Readiness Assessment.
See Where Your Family Stands02
Step two · How it happens
One guided session changes how your family sees everything.
It’s called the Opportunity Roadmap Session — a focused, facilitated conversation led by a GCG facilitator using the GCG Opportunity Roadmap™. You’ll leave knowing your North Star, the single greatest threat to it, and the structure that protects it. The defined method establishes a consistent standard — so the depth of what you receive doesn’t ride on any one personality. Anything we need beyond the session, we gather with you. Never a pile of homework.
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Step three · What you receive
Real work product — on a schedule you can count on.
When
What You Receive
From your Roadmap Session
Family Alignment File · Risk & Gap Assessment · baseline Alignment Index
As coordination begins
Advisor Map · 12-Month Family Action Plan
Through the year
Family Meeting Packets · a current Wealth System Dashboard
Each year
Annual Legacy Review
Progress you can see
A number that actually means something.
Your Alignment Index measures the five things that decide whether wealth survives a generation: clarity, structure, alignment, execution, and coordination. We baseline it the day we begin, and re-score it every cycle.
Clarity
75 → 85
Structure
62 → 78
Alignment
60 → 80
Execution
50 → 75
Coordination
55 → 80
Index
61 → 78
The Alignment Index is a GCG coordination measure. It does not measure investment performance, legal sufficiency, tax compliance, insurance suitability, business valuation, or financial returns.
It starts with seeing where you stand.
Free · 3 minutes