Boardroom Simulation
Family Office Board
Five senior advisors, five perspectives, one recommendation. They debate in their own voices, disagree, cite your numbers, and land on the plan.
RC
Rebecca Chen
CPA
Tax strategy, IRC citations, audit risk
MW
Marcus Whitfield
Attorney
Liability, deal docs, trusts
DA
Diane Alvarez
Chief Lending Officer
DSCR, covenants, lender psychology
RM
Rahul Menon
RE Principal
$2B AUM operator, markets, execution
EG
Elizabeth Grantham
Private Banker
HNW, estate, generational wealth
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