Wealth Rewired™

Your wealth should work
harder than you do.

The Family CFO for UHNW families and business owners. Not just wealth management — your complete Financial Operating System, actually run.

Request Your Free Look™ See How It Works
Scroll
26×
Average ROI on first-year engagement
$2M+
Minimum household net worth served
4
Pillars coordinated under one architecture
90
Days to your first major financial win
The Problem

Traditional wealth management
was never built for you.

01
Your advisors aren't talking to each other. Your CPA, attorney, investment advisor, and insurance agent all work in silos — creating gaps, redundancies, and missed opportunities worth hundreds of thousands per year.
02
You're the de facto CFO of your own family. Every major financial decision lands on your desk. You hired advisors, but you're still coordinating everything yourself.
03
Products get sold. Architecture doesn't get built. Most advisors earn commissions or AUM fees. None of them are incentivized to coordinate the full picture — because no one owns that outcome.
04
Your wealth isn't producing income — yet. Assets are accumulating but aren't structured to buy back your time. The Freedom Index™ tells us most clients are generating 20–40¢ of passive income per dollar they need.
The Hidden Cost
"The average UHNW family loses $200,000–$400,000 annually to uncoordinated tax strategy alone."
What We Believe
"Wealth without architecture is just complexity. The goal isn't a bigger number — it's a life that runs itself."
Dana Cornell, CFP®, CIMA® — Founder
"I built Cornell Capital to be the firm I couldn't find for my own family."
Our Approach

Family CFO Core™

A Financial Operating System, Actually Run. We don't replace your advisors. We architect everything around a single strategy, coordinate your entire team, and own the outcome so you don't have to.

"Not advice. Architecture. Not products. Strategy. Not a vendor. A partner who sees the whole board."

5 Core Deliverables

01
Wealth Rewired Blueprint™
Net worth & entity map, 4-pillar analysis, and every inefficiency quantified.
02
Financial Operating System™ Dashboard
One place where everything lives. No more hunting across advisors.
03
90-Day Priority Plan™
Quarterly. 3–5 actions. Ownership assigned. Deadlines set. Executed.
04
Coordination Calls
2–4 times per year we bring your full advisory team to the same table.
05
Annual Board of Advisors Meeting
Full strategy review with every advisor in the room, on the same architecture.
The Framework

Four pillars.
One architecture.

Most families have exposure in all four areas — but no one is looking at how they interact. That's where the real money is.

I
Investment Allocation
Capital structured to generate income — not just appreciation. We engineer your freedom number.
II
Tax Strategy
Proactive tax architecture, not annual filing. Entity structure, timing, and advanced strategies working together.
III
Asset Protection
Legal structures, insurance architecture, and ownership design that protects what you've built — before you need it.
IV
Estate & Legacy
Wealth transfer, charitable strategy, and multi-generational planning designed around your intentions — not default law.
AI-Powered Diagnostic

Wealth Rewired™
Financial Audit Engine

Before we prescribe anything, we diagnose everything. Our proprietary AI engine runs six indexes across your entire financial picture — surfacing the gaps your advisors never see because none of them are looking at the whole board.

The result: a quantified picture of what your wealth is costing you in missed opportunity — and a specific sequence to close it.

6 Proprietary Indexes

Freedom Index™
Passive income vs. target income ratio. Are you truly free yet?
Tax Drag Ratio™
What % of your returns are being surrendered to unnecessary tax exposure?
Capital Velocity Score™
How fast is your capital cycling through productive use vs. sitting idle?
Time Compression Index™
Estimated years saved toward financial independence through optimization.
Concentration Risk Indicator™
How exposed are you to a single asset, entity, or counterparty risk?
Exit Readiness Score™
Are your business and personal finances structured to maximize an exit event?
Before You Commit

See your numbers first.
Then decide.

Before any engagement begins, we run a surface-level pass of your financial picture through our diagnostic engine and show you exactly what we find — in dollars, from your own situation. No strategy. No pitch. Just your gaps, quantified.

Tax Strategy
Comprehensive Tax
Acceleration Plan

We run your tax profile through our Tax Drag Ratio™ engine and show you the top gaps — in dollars — before you see a single strategy.

"Based on your profile, we identified approximately $47,000 in likely annual tax drag across three areas. The full plan maps each one and prescribes the exact path to recapture it."
Full engagement: $7,500 — credits toward Family CFO
Investment Review
Income Architecture
Audit™

We score your portfolio's Capital Velocity™ and show you the drag — in dollars — without touching a single position or making a single recommendation.

"Your current portfolio is generating an estimated 1.8% annual drag versus an optimized structure — before we've changed anything."
Full engagement: $7,500 — credits toward Family CFO
Business Consulting
ValueCompass
Business System

We run your business through our Exit Readiness Score™ and show you where enterprise value is being lost — and what it's costing you — before the full blueprint.

"Your business scores a 34/100 on Exit Readiness. The three largest gaps are costing an estimated $400K–$800K in enterprise value."
Full engagement: $15,000 — credits toward Family CFO
01
You share the basics
A brief intake — income, assets, business context. 10–15 minutes. No documents required to get the preview.
02
We run the diagnostic
Our engine identifies the gaps. We quantify them in dollars from your actual situation — not a template, not averages.
03
You see your numbers
We show you what we found — in dollars — before you decide anything. If it's not compelling, you owe us nothing.
Request Your Free Look™

No obligation. No strategy shared until you engage. Minimum $2M household net worth.

Client Results
"In the first year, we identified and implemented changes that produced over $300,000 in quantifiable value. I finally have one person who sees the whole picture and owns making it work."
$302,400
Quantified first-year value
26×
Return on advisory fee
Year 1
All delivered in first engagement year
Get Started

See your gaps first.
Then decide.

Request your Free Look™ — we run a surface diagnostic of your tax posture, portfolio efficiency, or business value and show you what we find in dollars. No strategy shared until you engage. No obligation.

Request Your Free Look™

By invitation. Minimum $2M household net worth. Confidential.