Everyone who advises you, in one place, with clear protocols.
A directory that captures:
Advisor information
Names, firms, contact details, specialties, credentials
Engagement scope
What each advisor handles (estate planning vs. tax strategy vs. investment advice)
Fee structures
Retainers, hourly rates, billing cycles, actual spend vs. budget
Communication protocols
Preferred contact methods, response time expectations, escalation procedures
Service provider directory
Property managers, household staff, insurance brokers, concierge services, accountants
One-Click Outreach:
1
Email all relevant advisors about a specific topic (tax planning, property sale) with full context attached
2
Create shared work channels with specific advisor groups (e.g., "Estate Planning Committee")
3
All conversations stay in one place—no email chains getting lost