Collaboarate with global asset stakeholders, jurisdictional advisors, fiduciary owners, and AI Assistant during wealth, succession, and estate planning.
Enable families to monitor and communiate their Wealth, Succession, and Estate plans with advisors, joint-owners, multi-generational beneficiaries, and fiduciary owners.
Leverage automated and AI driven services to for advisors to manage, grow, and optimally transfer asset ownership across multiple generations based on the Plans.
Leverage automated and AI driven services to support advisors in optimally transferring asset ownership across multiple generations based on the Plans.
Family Legacy Continuity (FLC) platform is a multigenerational and multijurisdictional wealth, succession, and estate planning, management, and transition platform.
Complemented by automation, AI domain co-pilot assists and enhances the Advisors ability to consolidate, collaborate, communicate, and optimally transfer physical and digital assets according to family plans.
The secure FLC platform manages wealth information with controlled and audited access for designated advisors, fiduciary owners, and authorized asset and investment stakeholders to collaborate based on authorized Plans.
Entitlement transfers, transition of ownersship, asset disposition, and fund distribution of sale proceeds to beneficiaries and liability payments are managed by authorized users and optionally assisted by the Assisted Concierge Services offered by FLC.
Consolidate and manage global physical and digital estate in real time with event based automated notification
Automated and audited processes to assist with asset disposition, distribution and jurisdictional tax determination
Assisted transfer of assets to Beneficiaries, Trusts, Charitable Organizations, and liability payments
Event triggered access to specific wealth information to designated and pre-authorized users
Global advisors collaboration portal
Secure repository to manage vital records and digital assets