Family Capital Orientation Intake Form
Please complete this form to help us understand your family's capital orientation needs and objectives.
Family Representative Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Family Name
*
Please provide the names and relationships of immediate family members involved.
*
Which of the following best describes your family's current capital structure?
*
Primarily financial assets (cash, stocks, bonds)
Primarily business ownership
Primarily real estate
Combination of the above
Other
Estimated total family capital (approximate value in USD)
What are your primary objectives for this orientation? (Select all that apply)
*
Wealth preservation
Succession planning
Philanthropy and giving
Family governance
Investment strategy
Other
Please rate your family's current level of understanding regarding capital management.
*
Very Low
1
2
3
4
Very High
5
1 is Very Low, 5 is Very High
What are your main concerns or challenges regarding your family's capital?
Preferred method of communication
*
Email
Phone
Video call
In-person meeting
How did you hear about our Family Capital Orientation service?
Please Select
Referral
Online search
Event or seminar
Social media
Other
Signature of Family Representative
*
Submit Intake Form
Submit Intake Form
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