Start Simplifying
From discovery to design, every step starts with you
IS A SIGIL Stress Test RIGHT FOR YOU?
One or more of your biggest challenges may be:
- Whether today’s decisions are truly protecting what you’ve built
- If you feel like you’re paying more in taxes than you should
- Whether your business is structured and running efficiently today—and positioned for a future transition or exit, whenever that may occur
- Confidence that your family and heirs are prepared and properly provided for
- Ensuring charitable efforts create meaningful, lasting impact
GET Started WITH SIGIL
You’ve forged your own path to success. Now, you’re ready to see what’s possible.
1.
EXPLORATORY CONVERSATION
- Clarify your personal goals
- Discuss business priorities
- Determine if the Stress Test System is right for you
2.
DISCOVERY MEETING
- Gain a clear understanding of your goals
- Review current financial picture
- Create a vision for integrating your financial world with your life
3.
INITIAL FINDINGS & ASSESSMENT
- Identify gaps
- Uncover potential risks
- Highlight opportunities
HAVE More QUESTIONS?
Much Of My Family’s Assets Are Tied Up In A Closely-held Business Or Private Real Estate With Limited Liquidity. Can SIGIL Still Work With Us?
Yes.
In fact, the majority of SIGIL’s clients are in a similar position. Many successful families build most of their financial strength through privately owned businesses or commercial real estate rather than liquid investment portfolios.
Most ordinary firms tend to overlook or even dismiss these situations because there is little immediate liquidity to manage. SIGIL takes a broader view, incorporating your full balance sheet into the plan, including your business, real estate holdings, tax strategy, liquidity planning, and succession considerations.
Rather than focusing only on liquid investments, SIGIL helps coordinate strategy around the assets that often represent the most important drivers of your long-term financial outcomes.
How Is Your Team Compensated?
Your monthly investment supports the full coordination of Strategic Consulting and Virtual Family Office integration across business, personal, tax, estate, asset protection, philanthropic, and lifestyle planning objectives.
If you elect to include Asset Management Consulting, an intentionally modest cost applies to the assets under SIGIL’s oversight. This rate is designed to sit just above the direct cost of management, maintaining both efficiency and alignment with your best interests. In the majority of cases, clients experience a meaningful reduction in overall asset management expenses compared to previous managers, while receiving a significant increase in customization, personalization, and proactive service.
This structure ensures that strategic guidance remains comprehensive, objective, and fully aligned with long-term results, positioning your investment where it can generate the most meaningful and measurable impact.
I Already Have An Accountant And Other Professionals. Do You Replace Them?
No. Strong existing relationships remain in place, and trusted professionals who are delivering value continue providing their advice and services. SIGILs role is to enhance that ecosystem, not disrupt it. If gaps exist, coordination is limited, or additional expertise is needed, SIGIL helps integrate carefully selected specialists into your Virtual Family Office structure. The emphasis is on alignment, accountability, and ensuring every advisor on your team is working toward the same clearly defined objectives.
If gaps exist, coordination is limited, or additional expertise is needed, Sigil helps integrate carefully selected specialists into your Virtual Family Office structure. The emphasis is on alignment, accountability, and ensuring every advisor on your team is working toward the same clearly defined objectives.
What About The Rest Of My Family? Are They Factored Into My Plan?
Your family remains central to every strategy. A meaningful plan must protect and create opportunity for those who matter most.
SIGIL coordinates multi-generational priorities, from education funding to succession and legacy transitions, ensuring today’s decisions consistently support tomorrow’s outcomes.
Each family member can receive personalized guidance and elevated service, addressing individual goals while remaining fully integrated within your broader multi-generational plan.