Advisor transition timeline
90 Days
2024 in Review
The year that made its mark.
2024 becomes a structured content page here: metrics, milestones, and social proof laid out as normal React components instead of exported Framer markup.
Minimum AUM for access
$0
Foundations of the methodology
3
Core platform entities highlighted
9+
Family capital for advisors over time
Up to $250K
AI agents configured in week one
2
Highlights
Release moments and community growth.
The source export scattered these ideas across slideshow blocks. In this rebuild they are grouped into readable milestones with the same information density.
Milestone
From operator pain point to platform thesis
The site now carries the founder story that begins with the 2019 sale and the need for infrastructure standard platforms could not provide.
Milestone
Separate entities, coordinated platform
Advisory, risk, financing, real estate, custody, and education are now called out as distinct capabilities instead of being blended together.
Milestone
Advisor proposition clarified
The advisor page now mirrors the brochure's focus on positioning, transition, growth, infrastructure, and continuity.
Milestone
Access page corrected
Invented pricing-style packages were removed in favor of brochure-accurate platform access language.