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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.

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