Overview

Overview

The strategic picture — where you are, what's working, what to fix.

7%

Ready

Foundations are forming.

You have meaningful capability in the portfolio, but the operating layer — policies, structure, cadence — hasn't been codified yet. Closing two of the seven components moves you to Pre-Green 2.

Readiness

7%Foundation needed

MiFO Build Level

Portfolio Capability

Pre-Green 1

MiFO Stage

Builder

Lifestyle Mode

Accumulation

Assets

$3.8M

Total Investable

Growth55% / 27%
Income29% / 54%
Preserve16% / 8%
CurrentTarget

Portfolio Health

Flexibility

86%

Liquidity

77%

Tax-Sheltered Risk

12%

Low

Debt-to-Assets

0%

None
Learn
The 7 Principles of UHNWInvestment FrameworksOperating Model