CEO Connection Personal Wealth Assessment & Plan

As a CEO Connection Member, you receive a personal wealth assessment and plan including advisory consultation with a team of experts based on your needs.

Planning for your financial future, whether it’s wealth transition, retirement, or what to do after liquidity events, can be overwhelming.

You are CEO of your company and you are CEO of your own career. The amount of your time your company requires by necessity distracts you from the equally important investment in yourself and your future.

You would never run your company without a strategy and plan or a team of people to get things done. Your personal wealth requires the same diligent approach.

Understanding where you are, where you want to go, and how to get there through all events that impact your wealth is critical to achieving the wealth you desire for you and your family.

This Personal Wealth Assessment & Plan arms you with customized recommendations to achieve your wealth management goals. Working with the assembled team of experts across various advisory services, the action-driven consultation will provide the following:

  • A detailed report summarizing the strategies and recommendations
  • A review of financial statements, if desired, identifying areas of opportunities and risks
  • Access to industry-leading financial experts

Personal Wealth Assessment