Most families don’t realize how much they’re carrying, until someone has to find it all.
A second home with a list of seasonal vendors. An LLC holding an investment property. Passwords to custodial accounts. Insurance policies. Estate documents. The names of key contacts. The instructions that live in someone’s head.
Wealth, especially multigenerational wealth, isn’t just numbers on a statement. It’s a living system. One that depends on people, plans, and decisions, some of which may be buried in email threads, scattered in filing cabinets, or known only to one family member.
That’s why we created the Holistic Family Map.
It’s not just a spreadsheet or a vault. It’s a system designed to bring order to your family’s financial life, so everyone can have confidence, clarity, and continuity.
Let’s walk through what it is, why it matters, and what it can do for your family.
At SteelPeak, we work with families who’ve built something meaningful: businesses, portfolios, real estate, and, most importantly, a legacy.
But that success often brings complexity. Over time, multiple advisors get involved. Structures evolve. Information lives in silos. And what was once simple becomes harder to track, and even harder to explain to the next generation.
That’s where risk creeps in. Not investment risk, but organizational risk, the kind that can derail a well-built plan simply because someone didn’t know what existed, where it was, or how it worked.
The Holistic Family Map solves that by centralizing key information in one secure, structured place.
We’ve designed this solution to reflect the real-world needs of high-net-worth families. Here’s what it includes:
The real value of the Holistic Family Map isn’t in the organization. It’s in the confidence it gives your family.
This isn’t about control, it’s about communication. Families function better when everyone understands the plan, the purpose, and their role in it.
Many families wait too long to start building this kind of structure. They put it off for when things “settle down.” But life rarely gives us that luxury.
The best time to organize your financial life is when you don’t need to. When you can be proactive, thoughtful, and deliberate. When you can involve the right people and guide the process, rather than leave it to someone else.
The Holistic Family Map is how you take that first step.
You don’t have to do this alone. We’ve built a guided, advisor-led process to help families like yours make sense of it all. It starts with a conversation, and ends with a custom-built map that reflects your family’s unique assets, risks, and vision.
If you’re ready to bring order to complexity, let’s talk.
You’ve built the wealth. Now build the framework to protect it.
SteelPeak Wealth, LLC is an SEC registered investment adviser with its principal place of business in Woodland Hills, California. SteelPeak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which SteelPeak maintains clients. SteelPeak may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by SteelPeak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. SteelPeak Wealth is not licensed to and does not engage in the practice of rendering legal or tax advice. Any discussion of either is for informational purposes only and you are strongly encouraged to seek appropriate counsel prior to taking action. The material is limited to the dissemination of general information that may not be suitable for everyone and should not be construed as personalized advice of any kind. Furthermore, this material should not be regarded as a complete analysis of the subjects discussed. For additional information about SteelPeak, including fees and services, send for our disclosure statement as set forth on Form ADV from SteelPeak using the contact information herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.
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