# The Family CFO Core™ Grand Slam Offer
### Engineered by Cornell Capital Holdings | Hormozi Framework Applied

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## THE CORE PROBLEM (What You're Actually Selling Against)

Most UHNW families and business owners have a CPA, an attorney, an investment advisor, and an insurance agent. Each one is competent in their lane. None of them talk to each other. None of them own the outcome.

**The result:** Tax drag they never see. Estate structures that don't match their actual assets. Insurance that overlaps or leaves gaps. Investments that ignore their tax situation. And the business owner themselves — spending 40 hours a year trying to coordinate professionals who bill by the hour and return calls when it's convenient.

**The problem isn't bad advisors. It's the absence of architecture.**

That's what Family CFO Core™ solves. Not advice. Not management. A financial operating system, actually run.

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## THE GRAND SLAM OFFER

### 🏛️ Family CFO Core™ — "The System That Runs Your Wealth"

> *"We build and run the financial operating system for your family — coordinating every advisor, every decision, every quarter — so your money works harder and you never have to manage the managers again."*

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## WHAT THEY GET (The Core Stack)

### CORE DELIVERABLE #1
**The Wealth Rewired Blueprint™**
- Complete net worth statement and entity map
- 4-Pillar Analysis across: Investment Allocation | Tax Strategy | Asset Protection | Estate & Legacy
- AI-powered Financial Audit Engine scoring across all 6 proprietary indexes:
  - Freedom Index™
  - Tax Drag Ratio™
  - Capital Velocity Score™
  - Time Compression Index™
  - Concentration Risk Indicator™
  - Exit Readiness Score™
- Quantified inefficiency report — what it's *actually costing them* to not have this in place

*Value: Standalone, this is a $15,000 deliverable. Other firms don't offer it.*

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### CORE DELIVERABLE #2
**The Financial Operating System™ Dashboard**
- One place where their entire financial life lives — updated, organized, accessible
- No more chasing down statements, summaries, or status updates
- Built in the first 30 days. Maintained continuously.

*Value: Eliminates the 40+ hours/year the average UHNW business owner loses managing advisors.*

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### CORE DELIVERABLE #3
**The 90-Day Priority Plan™**
- Quarterly, 3–5 high-leverage actions — with ownership assigned, deadlines set, and accountability built in
- No abstract advice. Specific moves. Specific timing. Specific people responsible.
- Reviewed and refreshed every quarter.

*Value: The average implementation gap costs clients 6–18 months of inaction. This eliminates it.*

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### CORE DELIVERABLE #4
**Coordination Calls (4x per year)**
- Family CFO-led calls that drive implementation and keep advisors accountable
- Agenda set. Decisions made. Follow-up documented.
- Gregg (Implementation Kingpin) personally manages all follow-through.

*Value: Your advisors get more done in a Cornell coordination call than in 12 months on their own.*

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### CORE DELIVERABLE #5
**Annual Board of Advisors Strategy Meeting**
- Once per year — all key advisors in the room (or virtual room), unified around one architecture
- Cornell Capital runs it. You show up. We handle the rest.

*Value: Most clients have never had all their professionals aligned. This is the moment it happens.*

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## BONUS STACK (What Pushes This to Irresistible)

### BONUS #1 — The Wealth Diagnostic Session (FREE)
**Value: $2,500**
Before anything is signed, we run a full Wealth Diagnostic using the AI Audit Engine. You see your scores. We identify your 3 biggest inefficiencies. We quantify the cost. You know exactly what you're leaving on the table — *before* you invest a dollar.

*This session is non-refundable because it's not a sales call. It's a delivery. You leave with value regardless of what happens next.*

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### BONUS #2 — Priority Access to the Gregg Sprint™
**Value: $10,000**
For new Family CFO Core™ clients, Gregg leads a dedicated 90-Day VIP Implementation Sprint in your first quarter. Accelerated onboarding, intense coordination, and measurable results delivered before Day 90.

*Available only at enrollment — not offered mid-engagement.*

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### BONUS #3 — The Advisor Accountability Protocol™
**Value: $5,000**
A structured communication framework Cornell Capital installs with your existing advisors — so they know how to work within the system, what's expected, and how performance gets measured. Eliminates friction. Eliminates excuses.

*Most clients say this alone changes everything.*

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### BONUS #4 — Exit Readiness Report™
**Value: $7,500**
If you own a business, your Exit Readiness Score™ determines whether you're in position to transact — or whether you're leaving 20–40% of your business value on the table. We produce a full Exit Readiness Report detailing what needs to happen, in what order, to maximize transferable value.

*Delivered in the first 60 days.*

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### BONUS #5 — The Legacy Architecture Review™
**Value: $5,000**
A full estate and legacy review aligned with your current entity structure. Are your documents current? Does your estate plan match your actual asset ownership? Are your beneficiary designations optimized? We answer all of it.

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## THE GUARANTEE (Risk Reversal That Closes)

### The 90-Day Quantified Value Guarantee™

> *"If we do not identify a minimum of 10x your annual program fee in quantifiable financial value within the first 90 days — through tax savings, investment realignment, protection gaps, or inefficiency elimination — we will continue working at no charge until we do. No questions asked."*

**Why this works:** Alicia Starr paid $11,500 and received $302,400 in quantified value. That's a 26x multiple. Our guarantee offers 10x. We're not guessing — we're underwriting the result.

*This guarantee is only possible because our diagnostic process has never failed to find it.*

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## PRICING TIERS

### TIER 1 — Family CFO Core™
**$24,000/year | $2,000/month**

Everything above. The complete system. For families and business owners with $2M–$10M net worth who are ready to stop managing the managers.

*Includes: Blueprint, Dashboard, Quarterly Plans, 4 Coordination Calls, Annual Board Meeting, all 5 bonuses, 90-Day Guarantee.*

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### TIER 2 — Family CFO Core™ ARCHITECT
**$36,000/year | $3,000/month**

For families and business owners with $10M–$20M+ net worth, complex entity structures, active business operations, or active M&A/exit planning.

*Everything in Tier 1, PLUS:*
- 8 Coordination Calls per year (monthly cadence)
- Two 90-Day Gregg Sprints per year
- Monthly Financial Operating System review calls
- Direct Dana Cornell access for complex architecture decisions (2 sessions/year)
- Dedicated Implementation Manager assigned to your account

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### TIER 3 — Family CFO Core™ LEGACY
**$60,000/year | $5,000/month**

For the family that needs a true Family CFO — full-spectrum, white-glove, done-for-you execution. Multi-generational planning, business succession, philanthropy architecture, trustee coordination.

*Everything in Tier 2, PLUS:*
- Monthly all-hands advisor coordination calls
- Quarterly in-person strategy session with Dana
- Multi-generational wealth transfer architecture
- Philanthropy and charitable giving strategy
- Full document management and maintenance
- Unlimited coordination calls
- Priority response (same business day)

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## WHY IT'S 10X BETTER THAN ANY ALTERNATIVE

| | Traditional Advisor | Family Office ($5M+ min) | DIY Coordination | **Family CFO Core™** |
|---|---|---|---|---|
| Advisor coordination | ❌ None | ✅ Partial | ❌ You do it | ✅ Done-for-you |
| Unified architecture | ❌ | ✅ Sometimes | ❌ | ✅ Always |
| Tax + investment + legal + insurance | ❌ Siloed | ✅ Partial | ❌ | ✅ Integrated |
| Minimum AUM | $500K–$2M | $5M–$25M | None | **None — fee-based** |
| Ongoing implementation | ❌ | ✅ | ❌ | ✅ |
| Quantified ROI | ❌ | ❌ | ❌ | ✅ 10x guarantee |
| AI-powered diagnostic | ❌ | ❌ | ❌ | ✅ |
| Price | 1% AUM (~$20K on $2M) | $100K–$500K/yr | Time + chaos | **$24K–$60K/yr** |
| Access | Mass market | Ultra-restricted | Unlimited chaos | **Selective** |

**The alternative to working with us is either:**
- Paying a family office $100,000+ for access to what we deliver at $24,000
- Continuing to manage advisors yourself — which is costing you more than our fee in lost optimization every single year

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## SCARCITY & URGENCY

### Why This Is Rare By Design

Family CFO Core™ is a deeply hands-on engagement. Dana personally architects every case. Gregg personally runs every sprint.

**We are capped at 12 new Family CFO Core™ clients per calendar year.**

That's not a marketing line. It's a capacity constraint built into the model — because the moment we take on more than we can run properly, the product breaks. We don't do that.

**Current availability:** [X] of 12 slots remaining in 2026.

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### The Diagnostic Deadline

The Wealth Diagnostic is the first step. It requires 45 minutes of your time and delivers immediate value. We schedule these in cohorts — the next cohort closes **[rolling 2-week window]**.

If you miss this cohort, you go to the next one — 6–8 weeks out.

*The cost of waiting is not the diagnostic fee. The cost of waiting is another quarter of tax drag, another quarter of misaligned investment strategy, another quarter of your advisors working in silos.*

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## THE HORMOZI TEST (Does This Offer Pass?)

✅ **Dream outcome clearly stated?** — Yes. "Your money works harder. You never manage the managers again."

✅ **Perceived likelihood of achievement?** — Yes. Guarantee + Alicia Starr case study (26x). We've done it before.

✅ **Time to results?** — Yes. 90-Day Sprint. Blueprint in 30 days. Quantified value by Day 90.

✅ **Effort and sacrifice reduced?** — Yes. Done-for-you coordination. You show up; we run it.

✅ **Price-to-value gap obvious?** — Yes. $24K fee vs. $302K+ value delivered. 10x guaranteed.

✅ **Bonuses that eliminate objections?** — Yes. 5 bonuses totaling $40,000+ in stated value.

✅ **Risk reversal?** — Yes. 10x guarantee or we work for free until we deliver it.

✅ **Scarcity that's real?** — Yes. 12 clients/year cap. Not artificial.

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## ONE-LINE CLOSE

> *"You're already paying for advisors. You're just not getting the architecture that makes them work together. We fix that — and we guarantee you'll see at least 10x your investment in the first 90 days, or we keep working for free. The only question is whether there's a slot available when you're ready to move."*

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*Prepared by Genspark Claw for Cornell Capital Holdings | April 2026*