Madlight believes families with significant wealth should only have to tell their story once, at inception of the wealth planning process.
Madlight’s Trust Butler diagnostic, Future Vision States report
Navigating the passages that matter most to families, without ever repainting a hull, is where Madlight’s reputation cuts through onerous retainers directly to the preliminary insights families want before committing to reveal verifiable, source documentation.
Madlight’s Trust Butler service harnesses our decades of experience partnering with families and their advisors in private family trust companies, single and multi-family office settings to coordinate the design, implementation and upkeep of inspired wealth architecture.
Much like a bonsai tree renders decades and centuries of unbound growth in a single, elegant frame, Madlight’s Trust Butler diagnostic transforms raw household data into a schematic of future vision states, aptly titled the Madlight Future States report.
Our evaluation methodology unbundles a family’s wealth picture, allowing for a conceptual “clean room” from which we can theorycraft, while creating a series of observations, talking points to help assess if the proverbial juice (planning outlay) will be worth the squeeze (planning outcomes).
With our chart, bearings and consensus on a clean passage plan, our team is content to hand off implementation to a family’s advisors.
Alternatively, Madlight can be engaged to work with your chosen trustee on funding while coordinating with your portfolio manager to ensure liquidity is flowing compliantly through wealth architecture, never idling and always available as a force multiplier.