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SAMPLE UPDATE

What a weekly updatelooks like.

Each week of your twelve, you get a short update. One screen: what's done, what's next, and anything we need from you.

Arrange a walkthrough See the update

THE UPDATE

Week 6, by email.

Short enough
to read on your phone.

From
Network Family Office
Subject
Your plan · Week 6 of 12
Structure · Weeks 1 to 4Connect · Weeks 5 to 10Maintain · Weeks 11 to 12

Good week. The valuation is in, so the agreement and the loan can now move together.

DONE THIS WEEK

Accountant: practice value confirmed

Lawyer: first draft of the partnership agreement sent to you both

NEXT WEEK

Bank: loan application lodged

Lawyer: your comments on the draft, back to both partners

WAITING ON YOU

Sign and return the bank authority, by Friday

COMING UP

Week 9: the buy-in date. Your decision.

Nothing has changed the order. Still on track for week 12.

Questions? Reply to this email or call us.
The Network Family Office Team

HOW TO READ IT

Four parts. Same order every week.

DONE

So you can see it moving.

NEXT

So nothing arrives as a surprise.

WAITING ON YOU

The only part that needs you. Usually one thing, or nothing.

COMING UP

Decisions ahead, with the week they're due. Always yours.

GOOD TO KNOW

A few things, up front.

  • Every week of the twelve

    By email, on the same day each week.

  • Calls when they're needed

    We meet at weeks 4, 10 and 12. Otherwise we call only when something needs talking through.

  • Your professionals stay in the loop

    With your OK, they get the parts that affect their work.

  • After week 12

    If you stay on, a one-page report each month instead.

  • Your details stay private

    This example uses no real client.

Not sure if you need us?

A short walkthrough will tell you.

You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.

Arrange a walkthrough

Clients across Australia. Most walkthroughs are by video.

WHAT HAPPENS IN A WALKTHROUGH

  1. 01

    We listen

    Your situation, in your words, and who's already involved.

  2. 02

    We map it

    What needs to happen, who does it, and in what order.

  3. 03

    You decide

    Whether to go further with us, or carry it on yourself.

FOR ACCOUNTANTS, ADVISERS AND BANKERS

You give the advice.
We run the sequence.

We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.

How we work with professionals