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Chief Sentinel
The Operational Dashboard
Your unified command center for family office operations
What needs my attention this week?
A unified command center showing:
📅
Master Calendar of All Deadlines
Insurance renewals, property inspections, trust distributions, advisor deliverables, license renewals, family events
✓
Task Matrix
Showing who's responsible for what (with clear ownership and due dates)
🔔
Alert System
For overdue items or upcoming commitments
📊
Performance View into Advisor Metrics
Responsiveness, deliverable quality, fee alignment
Chief Sentinel
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