The firm:

• Provides the executive function of wealth preservation, for each or all of the three components, and for the funding *, hedging, and their financing arrangements for of each or all of the components.
• Provides a dynamic adaptive strategic wealth preservation infrastructure.
• Provides planning for interim “scaffolding”, prior to, and/or during development of the infrastructure, to provide at least some protection until plan completion.
• Articulates clients’ goals and dispositive intent, creating a Specification Model for the plan design, building, powering *, hedging and monitoring. The Specification Model addresses comfort zone with regard to consequences and methodology, non-monetary (time and effort), and monetary budget, prioritization, acceptable trade-offs, acceptable risks.
• Provides access to right-fit specialists and sub-specialists, a scientific vetting process, and an accountability process. 
• Provides liquidity planning , and access to vetted coverages and their providers, life settlement option providers, a scientific vetting process, and an accountability process.
• Provides discounting techniques for wealth preservation–related expenses.
• Moves clients to the next step: to get involved, or to get extracted.
• Plans for asset transfer, shepherding through the gauntlet: (armored car service), and allows them to accomplish multiple purposes, including: beginning with “you first.”
• Provides risk transfer, contingency plans, or hedges to ensure that even if the plan doesn’t work out, the heirs will end up with the same results as if it did.
• Provides Estate Planning Scheme/Tool/Vehicle benchmarking service.
• Provides securing and unlocking of business value including transitioning CEOs, and does wealth preservation planning for CEOs.
• Provides troubleshooting, efficiency, and financial gatekeeper service.
• Provides integration of the process, advisors, and multiple elements and components, homing in on interdisciplinary tripwires as well as the leveraging opportunities.
• Provides a wealth preservation diagnostic simulation to uncover where clients stand today and projecting into the future vis-à-vis original dispositive intent and current dispositive intent, including additional planning opportunities that may be available.
• Provides tailored “non-lawyer” solutions from the CFPIT^® Solutions Toolbox:
  1. CFPIT^® fortifies and augments plans (tools/strategies/instruments/entities) with greater certainty, flexibility, and preferability, all in tandem, by reconfiguring some of their existing assets. This gives clients the results they want, in the manner they want, with the ability to change them when they want.
  2. CaFaP fortifies and augments plans with greater certainty and/or flexibility and/or preferability individually, with OR without reconfiguring any existing assets.

(* and adjusting / ameliorating / augmenting / fortifying / hedging / scaffolding / shepherding / as an alternative / and as a failsafe)