01No cost
Discovery call
A conversation with a Wealth Orchestrator to determine fit, in both directions.
How it works
Eight stages, and you are never guessing which one you are in
From a first conversation to permanent stewardship: what happens, who does it, and how long it takes.
Coordination is a process, not a promise. This is the whole of it, written down, so you can see what you are agreeing to before you agree to any of it.
Most financial advice has no process at all
Ask a household with several professionals what happens next and you will usually get a description of a calendar rather than a plan: the CPA is seen in the spring, the attorney was seen once, the advisor calls quarterly. Nobody owns the sequence, because nobody owns the whole.
The result is not bad advice. It is advice that arrives in the wrong order: a trust drafted before anyone modeled the tax consequence, a policy placed before anyone asked who should own it, a business sale planned two years after the structure that would have made it efficient needed to exist.
Order is not an administrative detail. In planning, it is most of the value.
Design first, then execute, then never stop
The engagement splits into three movements. The first is diagnostic: we find out what is actually true about your position before anyone recommends anything. The second is design: the Wealth Strategist draws a plan against that picture and the full team refines it. The third is execution and stewardship, which does not end.
Nothing is sold in the first movement. There is nothing to buy until a plan exists, and no plan exists until someone has read the whole picture.
The eight stages
Stages one through four decide whether there is an engagement at all. Nothing is asked of you beyond your time until the plan is in front of you.
- 02Working session
Data collection & prioritization
A structured session that collects the financial picture, the goals, the wants and needs, and the family and business context. This is the first real work, and it is where most of what matters surfaces.
- 032–3 weeks · our team
Diagnostic & plan analysis
The Wealth Strategist and the Wealth Planning Design Team analyze your current position and prepare a comprehensive report (strengths, gaps, opportunities, threats) with a preliminary recommendation set.
- 0460–90 minutes
Engagement meeting
We walk through the diagnostic and the proposed plan with your Orchestrator and, where the complexity calls for it, the Strategist. You decide whether to proceed. This is the first point at which there is anything to decide.
- 05First 30–60 days
Onboarding
Your Wealth Orchestrator is assigned, usually the one from Discovery, and the Specialist team is assembled, integrating the professionals you already have and introducing vetted Specialists where there are gaps.
- 0660–90 days
Plan finalization
The full team (Strategist, Orchestrator and Specialists) refines the plan with input from every domain, so the tax view, the legal view and the risk view are reconciled before anything is executed. You review and approve the final plan.
- 076–18 months for the whole
Implementation
The Orchestrator drives execution across Specialists. Some of it lands in the first 90 days: insurance placement, investment repositioning, trust drafting. Some of it unfolds over years: multi‑year tax strategy, gifting plans, business exit preparation.
- 08Permanent
Ongoing stewardship
Quarterly reviews with your Orchestrator, deeper annual or biannual reviews with the Strategist, and continuous coordination as life events, markets and tax law move. A plan that is not maintained is a plan that quietly stops being true.
Who does the work
How your team assembles
Most households arrive with at least one professional already in place. The engagement is built to be hybrid by default: the question is never whether you keep them, it is whether they will coordinate.
We integrate who you have
Where your CPA, attorney or advisor is doing good work and is willing to coordinate with the wider team, they join the engagement as part of it. They keep doing what they do well; your Orchestrator becomes their coordination partner.
We introduce where there is a gap
Where you have no professional in a domain, or the current one is not a strong collaborator, you are introduced to two or three vetted Specialists. You interview and you choose. Camas never assigns a Specialist to you.
Most people end up with a mix
You keep the CPA of fifteen years, bring in an estate attorney you never had, and leave the investments where they are or move them, depending on what actually serves the plan.
What you are actually buying
The coordination layer, not another advisor
A traditional single-family office runs upwards of $1 million a year to operate and is structurally viable only for households above roughly $100 million. What it provides is not exotic products: it is a team that talks to itself. That is the part this engagement makes reachable.
- One point of contact instead of seven: you stop managing your professionals and they start being managed.
- A plan every domain has read, rather than four opinions that have never met.
- Decisions taken in the right order, which is where most of the value in planning actually sits.
- A standing process for the maintenance, so the plan survives the events it was written for.
It begins with a conversation
The first stage costs nothing and commits you to nothing. It exists to find out whether the other seven are worth having.
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