Episode Details

In Episode 153 of Family Office Daily, M.C. Laubscher provides the complete 90-day implementation roadmap for building your family office structure. After three phases covering legacy assets, structural protection, and the wealthy mindset, it's time for action. This episode breaks down exactly what to do in each 30-day period to go from planning to fully operational family office structure. No theory—just the step-by-step execution plan that takes you from where you are today to complete family office implementation in 90 days.

Key Topics Covered:

The Implementation Reality

Why 90 Days:

• You don't need years to implement
• You need 90 days of focused execution
• Three months from today = complete structure
• Operational and protecting your wealth
• No more delays or excuses

Knowledge Without Action Is Worthless:

• You've learned the principles
• You understand the structures
• You know the strategies
• Now you must implement
• Action is the only thing that matters

Key Takeaways:

1. 90 days is enough time—you don't need years to implement, just 90 days of focused execution gets complete family office structure operational 
2. Three phases are critical—Days 1-30 foundation and planning, Days 31-60 entity formation and asset transfer, Days 61-90 systems and documentation 
3. Action order matters—foundation before formation, formation before systems, each phase builds on previous, skip steps and create problems 
4. Professional help is essential—attorney saves millions in protection, CPA saves hundreds of thousands in taxes, advisor optimizes investments, cost tiny compared to mistakes 
5. Perfection is the enemy—structure doesn't need to be perfect on day 90, needs to be in place and functioning, optimize over time, but foundation must be now 
6. Maintenance is ongoing—annual meetings mandatory, separate accounts always, proper documentation continuous, compliance preserves protection 
7. Phase 4 begins tomorrow—The Family Bank and capital control, where wealth building accelerates exponentially

90-Day Implementation Checklist:

Phase 1: Days 1-30 (Foundation and Planning)

Week 1: Assessment

• Day 1-2: Complete asset inventory
• Day 3-4: Complete risk assessment
• Day 5-6: Audit current structure
• Day 7: Create family office blueprint

Week 2: Team Assembly

• Day 8-9: Interview and hire asset protection attorney
• Day 10-11: Interview and hire CPA
• Day 12-13: Interview and hire financial advisor (optional)
• Day 14: Hold team coordination meeting

Week 3: Detailed Planning

• Day 15-16: Finalize entity structure with attorney
• Day 17-18: Finalize tax strategy with CPA
• Day 19-20: Finalize insurance planning
• Day 21: Create detailed implementation timeline

Week 4: Final Preparation

• Day 22-24: Review all formation documents
• Day 25-27: Clarify questions with advisors
• Day 28-29: Mental preparation and commitment
• Day 30: Phase 1 complete, ready for Phase 2

Phase 2: Days 31-60 (Entity Formation and Asset Transfer)

Week 5: Entity Formation

• Day 31-33: File LLC Articles of Organization
• Day 34-35: Execute trust documents
• Day 36-37: Execute LLC operating agreements

Week 6: Banking and Accounts

• Day 38-40: Open bank accounts for each entity
• Day 41-42: Set up accounting software