A viewer asked: At a high level, what do you think the order of operations is? This recording is Jake Claver's answer, in full and unedited.
Covered in this recordingfamily office
More on this subject: jakeclaver.com.
What this recording covers
Assembling a vetted advisory team constitutes the primary step in comprehensive family office and estate planning, according to Jake Claver and his guest. The discussion outlines a step-by-step progression for high-net-worth families transitioning into advanced wealth planning. The first phase requires interviewing multiple family offices, wealth advisers, estate attorneys, and certified public accountants to assess industry experience, client alignment, and cultural fit. Once a trusted advisory team is established, the process shifts to detailed fact-finding, including cataloging existing legal entities, auditing family balance sheets, and formalizing net worth statements. Claver explains that this discovery phase enables families to clarify multi-generational objectives, such as structuring educational trusts, funding future family enterprises, or establishing charitable vehicles like donor-advised funds and foundations. He emphasizes that a structured order of operations ensures that legal mechanisms and financial strategies directly support the family's long-term governance goals.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.