The Work Product
Advisory language is everywhere. This is the actual work.
These are the real templates every GCG family receives — shown here populated with a sample family’s information, for privacy. Every family gets the same core structure, built from their own data.
From your Roadmap Session
Family Alignment File
Your family, your values, and the one purpose every decision answers to — in writing.
From your Roadmap Session
Family Risk & Gap Assessment
The handful of things putting your family most at risk, by status, with the plan to close them — each routed to a professional.
As coordination begins
Advisor Map
Every advisor you have, their status and authorizations, finally working from the same picture.
As coordination begins
12-Month Family Action Plan
Exactly what happens, who owns it, and by when — with dependencies and the family decision each step needs.
Through the year
Wealth System Dashboard
Your whole plan, at a glance, kept current.
As needed
Family Meeting Packet
The hardest family conversations, made structured and safe to have.
Each year
Annual Legacy Review
A documented record of how far your family moved this year — and the priorities for next.
The one that ties it together
Your Alignment Index sits on top of all of it.
Every document feeds one score that tells you, at a glance, whether your family is moving forward. It’s the difference between a folder of paperwork and a system you can actually steer.