Not engagements. Services that run continuously against the record and write their results back into it. Everything they produce is an object in the system, versioned and permanent.
The four
Cost
Most families can tell you their return. Almost none can tell you their cost.
Every fee in the structure, decomposed to source, traced to the document it came from, with a recoverable figure and a renegotiation brief per counterparty.
Policy
A policy that is a document is a wish. A policy that is enforced by software is a control.
Drafted, then encoded as machine-readable rules. Drift, breaches and liquidity measured against your live balance sheet continuously, and versioned on every amendment.
Governance
Decisions made in conversation evaporate. Decisions made into a record do not.
An independent chair for your investment committee. Four meetings a year, papers in advance, conflict register, signed minutes held in the system.
Analysis
Deals arrive with a deadline attached. That is not an accident.
Structure, full fee waterfall, sponsor history, comparables, downside cases, and the exact questions to put to the promoter. It ends in questions, not a verdict.
Start here
Four to six weeks. $45,000, credited in full against year one if you subscribe. It ends with one number for what it costs you to own what you own, and a second for what is recoverable.