Goals, decomposed. Conflicts, named. Promises, kept.
A client relationship is a web: entities, trusts, accounts, beneficiaries, tax years and promises made in meetings. Crift holds it in one record, maps each goal to what must happen, and keeps every commitment on time.
Two generations, three trusts, an operating company and a philanthropic plan. Advice fails at the seams: the beneficiary designation that undoes the will, the liquidity event nobody planned the taxes for. Crift maps the whole household so the conflicts show before they cost.
A portfolio report shows what the family owns. Crift shows what the family is trying to do, and what stands in the way.
Bring the family as it is: people, entities, accounts and the goals they've told you. Coin reads the meeting notes and the email trail.
Each goal splits into what it needs: liquidity, tax position, ownership, timing, and the people who must agree.
A designation that contradicts the estate plan, a concentration the risk profile can't carry, a deadline nobody owns.
The ratified plan becomes tasks, reviews and deadlines. Coin Keep tracks every promise made to the client, owed and owing.
A founder sells a stake; the family's plan was written for a private company.
An illustration of the method, not a client engagement.
Every map reads the household as one structure, not as a list of accounts.
The designation that quietly contradicts the estate plan.
Every promise made to the client, kept on time.
The liquidity gap, a year before it bites.
The household map: people, entities, goals
Conflicts named, each with its source
A client brief in plain language
Every commitment tracked in Coin Keep
Documents versioned on the household record
A morning brief, only when there's news
Ask, draft and enrich, inside every record.
DeadlinesEvery promise, kept.
DecisionFrom an ambiguous goal to a ratified plan.
DocumentsVersioned, compared, searchable, secured like the matter.
TimePast and future, every touchpoint, one turn.
TrustAccess you define, enforced on every record.
Advice you can stand behind at the next review, because every recommendation traces back to the household's own facts.