Polish & Bloom
Family Capital Research
Family Capital Diagnostic Research
A fixed-scope research engagement producing a confidential memo on governance, structural, and cross-border questions — intended to inform discussions with the client’s existing legal, tax, and advisors.
Purpose
Before major legal, tax, or family decisions are made, this engagement maps the decision landscape: governance gaps, cross-generational alignment, and structural friction across jurisdictions. The output is research — not legal, tax, or investment advice.
Typical Fit
- Founders after liquidity or financial success, capital ahead of intention
- Families operating across two to four jurisdictions
- Capital flowing without shared direction across generations
- Advisor fragmentation — no integrated picture for the client
Included
- Confidential intake and scope confirmation
- Structured interviews with principal stakeholders (as agreed at intake)
- Review of relevant documents provided by the client and advisors
- Cross-generational alignment and governance mapping
- Cross-border structural question synthesis (where applicable)
- Confidential research memo with findings, open questions, and priority themes
- One delivery session to walk through the memo with the client and/or advisors
Not Included
- Legal, tax, or investment advice
- Asset management or product placement
- Document drafting (trusts, wills, corporate filings)
- Ongoing advisory unless separately agreed after delivery
Engagement Details
Process
- Confidential intake call — scope, discretion, advisor alignment
- Written scope confirmation and engagement terms
- Diagnostic research (3–4 weeks)
- Memo delivery and discussion with client and/or professional team
- Optional continuation only if clearly valuable to all parties
Role Clarity
Polish & Bloom sits in the gap between the client’s lawyers, accountants, and family — synthesizing complexity into research intended for the professional team already in place. We coordinate with existing advisors; we do not replace them.