Every institution runs on a cadence. Medicine has the annual physical. A company has its board meeting. A family office has its investment committee. Driftwood has the Wealth Operating Review, and its job isn't a performance update. It's to make sure every decision ahead is a better decision.
Coordination isn't an event; it's a rhythm. A designed one, so nothing waits for a crisis to get attention.
The balance sheet, the professionals, the goals, and the Coordination Index, assembled into your first operating map and architecture memo.
New decisions, an updated map, and the hand-offs to your CPA and attorney as things change through the year.
One deliberate pass across the entire system, below. The centerpiece of the year.
Six lenses on one financial life. The point isn't to check boxes. It's to surface the interactions and the decisions coming, before they arrive.
Ask most advisors "should we buy the lake house?" and the answer is "yes" or "let's see if it fits the plan." The Review is what lets the answer be a real one.
"Let's look at the liquidity, the taxes, the leverage, the opportunity cost, the estate implications, the insurance, and the business cash flow, then decide." The product is better decisions. Everything else is the infrastructure that makes them possible.