The LIFTed Virtual Family Office
Your whole LIFT — legal, insurance, financial and tax — life, in one place, coordinated and run with a simple rhythm and the right support.
The family office, brought to your family.
Why this exists
Your attorney has the trust. Your advisor has the accounts. Your CPA has the returns. The beneficiary forms are in a drawer. Each professional does their part well — and no one sees how the parts fit together. That's how a signed trust ends up empty, and a twenty-year-old beneficiary form quietly overrides a will.
The ultra-wealthy solve this with a family office. Now your family can too.
How it works
Add what you have — documents, accounts, people. We read them, connect them, and build your Wealth Map across all four pillars.
Your map is checked against itself: what's missing, what conflicts, what needs attention — ranked, in plain English, with the evidence.
A simple cadence of meetings keeps everything current — with a Family Wealth Advisor beside you, so nothing slips again.
The four pillars
Wills, trusts, powers of attorney — and whether they actually work together.
The protection behind your plan — coverage, beneficiaries, expiration windows.
Accounts, property, and business interests — titled and directed the way you intend.
Returns and entities read as part of the picture, not filed and forgotten.
The family wealth operating system
Stewardship isn't a binder on a shelf — it's a rhythm. Your operating system is four meetings:
Where to start
Learn the framework with Ali — what a family wealth steward is, and how the four pillars fit together.
Explore the courseTen minutes, sixteen questions. See where your family's picture has gaps — before they cost you.
Take the gap analysisFor estate & family-wealth attorneys
Turn one-time estate work into an ongoing fiduciary practice — the platform carries the busywork so you can steward many families at once. Join the waitlist to bring your book into the LIFTed VFO.
Join the advisor waitlist →Step into the role. We'll bring the map, the blueprint, and the rhythm.
Set up your Virtual Family Office