YOUR NORTH STAR
What does a great life actually look like? Define what you’re optimizing for across family, health, time, experiences, contribution, business and wealth.
What If The Most Valuable Decision You Make This Year Starts With 90 Minutes?
The Family Office Blueprint Workshop
Success Creates Complexity.
The more successful you become, the more complicated your financial life gets.
More income.More taxes.More investments.More entities.More risk.More decisions.More people depend on you.
At some point, having more financial strategies isn’t the answer. You need a system.
Join us for a complimentary 90-minute workshop and begin building your Family Office Blueprint: An operating system designed to help you organize, protect, grow and transfer what you’ve built around the life you actually want.
This workshop is a 90-minute live online session with Vince Covino, Marta Harich and Pete Covino.
Complimentary | Registration required | 11:00 AM CST
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You’ve Built Wealth.
But Has Your Financial Life Become More Complicated Than It Needs to Be?
For many successful families, financial complexity accumulates gradually.
•A business.
•Investment accounts.
•Real estate.
•Retirement plans.
•Insurance.
•LLCs and other entities.
•Tax strategies.
•Trusts and estate documents.
•Private investments.
•Different professionals handling different pieces.
Eventually, the questions become bigger:
Am I paying more in taxes than I need to?
Is my wealth structured efficiently?
What risks am I missing?
Are my investments actually aligned with my goals?
Do I have enough liquidity?
What happens if something happens to me?
Is my estate structured the way I think it is?
Will my children be prepared for what they inherit?
Here's the part nobody talks about:
You've worked hard to create the freedom to live life on your terms.
But as your wealth grows, so do the responsibilities, decisions, and demands on your time.
At what point does managing everything you've built begin to take you away from the very life you built it for?
And perhaps the most important question: What am I actually building all of this for?
These aren’t isolated questions. They’re interconnected.
That’s why we built the Family Office Blueprint.
Your Family Office Blueprint
Think of your Blueprint as the operating system for your family’s financial life.
It begins with a question most financial plans never ask:
What are you actually trying to build?
Then we work backward.
Your Blueprint helps you examine the major areas affecting your family and wealth, identify gaps and opportunities, establish priorities, and determine what deserves attention next.
Not another pile of financial documents. Not another investment pitch.
A framework for seeing the entire board.
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What If The Biggest Opportunities Are Hiding Between the Pieces?
Your CPA understands your taxes.
Your attorney understands your legal structures.
Your investment advisor understands your portfolio.
But who's looking at how one decision affects everything else?
A business sale can change your tax picture, estate plan, liquidity needs, investment strategy, and family's future.
The biggest opportunities, and some of the most expensive mistakes, can happen when those decisions are made independently.
During This Workshop We’ll Walk Through the Major Components of your Family Office Blueprint:
BUSINESS
Understand how your business fits into your family’s overall wealth, including concentration, liquidity, risk and eventual succession or exit.
LEGAL
Examine whether your entities, ownership structures and asset-protection strategies still fit what you’ve built.
INSURANCE & RISK
Identify the events capable of seriously disrupting your family’s financial future and determine whether those risks have been intentionally addressed.
FINANCIAL & INVESTMENTS
Look beyond individual investments and examine whether your total balance sheet supports the growth, income, liquidity and freedom you want.
TAX
Identify where taxes may be unnecessarily eroding your wealth and where proactive planning deserves further investigation.
ESTATE & SUCCESSION
Understand what happens to your assets, responsibilities and decision-making if you’re no longer there to manage them.
FAMILY & NEXT GENERATION
Begin answering one of the hardest questions wealth creates: How do you give your children opportunity without taking away the struggle, responsibility and purpose that helped create your own success?
LEGACY
Decide what you want everything you’ve built to ultimately accomplish for yourself, your family and the people and causes that matter to you.
What You'll Walk Away With
By the end of the workshop, you’ll have a clearer picture of:
Where your financial life may be unnecessarily complex
Where taxes may be quietly eroding wealth
Which risks deserve greater attention
How your business and investments fit together
Whether your current structures support your long-term objectives
What needs to happen before wealth transfers to the next generation
Which questions you should be asking your tax, legal, investment and insurance professionals
Your highest-priority next steps
BONUS: Your FREE Complimentary Family Office Readiness Assessment
Most importantly, you’ll begin seeing your financial life as one system rather than a collection of separate decisions.
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Who Should Attend
This workshop is for your if:
You’re a successful business owner, entrepreneur, executive or investor whose financial life has become increasingly complex.
You’ve accumulated meaningful assets but aren’t convinced everything is structured as intentionally as it could be.
Taxes have become a meaningful expense.
Your wealth is spread across businesses, investments, real estate or multiple entities.
You’re beginning to think seriously about protecting what you’ve built.
You want your wealth to create more freedom — not simply more responsibility.
You have children or future generations you want to prepare.
And you’re reaching the point where accumulating more isn’t the only objective.
You want to make what you’ve already built work better.
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Meet Your Guides
VINCE COVINO
Founder & Managing Partner, VC Strategic Capital
Vince Covino is an entrepreneur, investor and strategic advisor who has spent decades building companies and navigating many of the same decisions successful families encounter as their wealth and responsibilities grow.
He has founded and scaled businesses employing thousands of people, built and sold a wealth-management business, raised capital and invested across public and private markets.
Those experiences led to a realization that became the foundation of the Family Office Blueprint:
Creating wealth and successfully managing everything that comes with it are two different skills.
Vince developed the Blueprint to help families see their business, investments, taxes, legal structures, insurance, estate planning and family priorities as parts of one interconnected system.
PETE COVINO, AWMA®, CBDA
Founder & Managing Partner, Legacy Wealth Management
Pete Covino has worked in financial services since 1997 and founded Legacy Wealth Management in 2002.
As an Accredited Wealth Management Advisor and chair of Legacy’s investment committee, Pete helps families think about investments in the context of their entire financial lives — including asset allocation, diversification, risk, liquidity and long-term objectives.
Pete brings nearly three decades of wealth-management experience to the Blueprint and helps families move beyond individual investments toward a more integrated approach to managing capital. His firm of dozens of advisors and CFPs manages wealth for over 4,000 families.
MARTA SKIK HARICH, CPA
Founder & CEO, Prestige Business Enterprises
Marta Skik Harich is a CPA, business advisor and tax strategist with more than two decades of experience in accounting, tax and consulting.
She is the founder and CEO of Prestige Business Enterprises and holds a Master of Accounting with a specialization in Finance.
Her work focuses heavily on multi-entity business owners, helping them examine profitability, cash flow and proactive tax planning rather than treating taxes as something addressed only after the year is over.
Marta brings the tax and business-strategy lens to the Family Office Blueprint — helping families identify where structure, planning and better financial coordination may allow them to keep more of what they create and deploy it more intentionally.
Don’t Just Build More Wealth. Build More Life.
You've worked hard to build what you have.
But the real reward isn't a bigger number on a balance sheet.
It's the freedom to live on your terms. More time with the people you love. Extraordinary experiences. Raising children who thrive. Making a difference that outlives you.
Because the ultimate measure of wealth isn't how much you accumulate. It's what your wealth makes possible.
Your Family Office Blueprint helps you get clear on what matters most and align everything you've built around the life you actually want to live.
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Greater Clarity Starts Here
01
Step 1
Register Now and Confirm your seat.
02
Step 2
Get a Confirmation Email and Complete the Family Office Readiness Assessment.
03
Step 3
Before the workshop, complete the Family Office Readiness Assessment to identify where your current structure is strong, fragmented, or unclear. Bring your score to the workshop. Vince will lead an exercise based on your assessment designed to give you immediate clarity to improve your strategic decisions.
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You’ve Come Too Far to Leave the Rest to Chance
You've spent years building businesses, making investments, creating opportunities, and working toward a better future for yourself and the people you love.
What if the next great opportunity isn't about building more but making everything you've already built work better together?
Your wealth. Your business. Your family. Your future.
Invest 90 minutes in seeing the bigger picture and discovering what deserves your attention next.
The life you've worked so hard to build deserves a plan worthy of it.
Let us help you build that plan at The Family Office Blueprint Workshop.
90 minutes. Live online. Complimentary.
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