Chapter 4 - The Family Office Plan

The Bellini Strategic Family Office proposal was eighty-six pages long.
Luca had read six.
That embarrassed him.
He had approved a preliminary engagement letter three months earlier because the summary sounded sensible.
Consolidate insurance.
Centralize tax reporting.
Create asset inventory.
Reduce duplicate fees.
Modernize estate documents.
Coordinate security.
He told Vanessa:
“Handle the household side.”
She heard:
handle it.
May you like
Again.
But the proposal went farther than the summary.