Step 1 - Provide Comprehensive Performance Reporting

• CP will aggregate all investment accounts.
• CP will provide a consolidated "One Page" investment summary of each account relative to their appropriate benchmark.
• CP will also provide performance information by asset class and security.

Step 2 - Provide Comprehensive Asset Allocation Reporting

• CP will create a comprehensive asset allocation statement breaking down an aggregated investment portfolio by asset class relative to strategic targets.

Step 3 - Provide Recommendations on Asset Allocation Changes

• Based on information generated in steps 1 & 2 above, CP will recommend changes in the asset allocation to make sure the family has real diversification and is positioned to meet their investment objectives.
• Importantly, CP will work with each family member to make sure their investment program complements the comprehensive investment portfolio for the family.

Step 4 - Provide Recommendations on Manager Changes

• Based on the information in Steps 1, 2 & 3, CP will recommend changes to existing managers/investments and also recommend new mangers/investments to help the portfolio maximize after tax returns for a given level of risk.

Step 5 - Provide Insights & Ongoing Guidance On How To Drive Down Overall Investment, Reporting & Implementation Fees and Costs.

• Fees matter significantly.
• We help Family Offices dramatically reduce unnecessary fees and expenses through our unique approach to drive down investment manager, investment advisory, trading and tax costs.