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Family Harbor – Founding Partner Pilot (2-minutes)

Please share a few details so we can prioritize onboarding and book a 15-minute discovery call.

Full name?

Work email?

Firm name / Organization?

Firm type?

Firm type?
A
B
C
D

How many signed estate plans do you produce per month?

Would you pilot with 3–5 client households in the next 6–8 weeks?

Would you pilot with 3–5 client households in the next 6–8 weeks?
A
B

Are you interested in white-glove household setup?

Are you interested in white-glove household setup?
A
B

Anything else we should know? Optional: What’s hardest about funding follow-through today?

If you are open to a call, book time here: Book 15 minutes (external link)