You will get Succession intelligence risk assessment
Project details
Most families discover their succession gaps too late.A patriarch passes away. The will is outdated. The heirs do not agree. The bank accounts are frozen. Years of wealth, built across a lifetime, begin to unravel in months.I built Legacy Continuity to prevent that.I am Sandra,Africa's first AI-powered succession intelligence specialist.
ASSESSMENT—For those with assets in 1–2 countries who need to understand their current succession readiness. You receive a 20 page Readiness Report with a scored assessment across 5 dimensions, specific risk flags, and an action plan.
FULL STRATEGY—For families with complex estates, multiple jurisdictions,business succession needs. You receive a 40 page Intelligence Report including wealth projections, heir readiness analysis, multi-jurisdiction legal and tax exposure mapping, and an implementation roadmap.
DYNASTY ADVISORY—For family offices, patriarchs with significant estates, families preparing for an imminent succession event. This has, full intelligence report plus monthly advisory retainer onboarding.This is not a legal service. I am a succession intelligence specialist and strategic advisor. I work alongside your lawyers and accountants.
ASSESSMENT—For those with assets in 1–2 countries who need to understand their current succession readiness. You receive a 20 page Readiness Report with a scored assessment across 5 dimensions, specific risk flags, and an action plan.
FULL STRATEGY—For families with complex estates, multiple jurisdictions,business succession needs. You receive a 40 page Intelligence Report including wealth projections, heir readiness analysis, multi-jurisdiction legal and tax exposure mapping, and an implementation roadmap.
DYNASTY ADVISORY—For family offices, patriarchs with significant estates, families preparing for an imminent succession event. This has, full intelligence report plus monthly advisory retainer onboarding.This is not a legal service. I am a succession intelligence specialist and strategic advisor. I work alongside your lawyers and accountants.
Project Type
Business Consulting, Financial ConsultingWhat's included
| Service Tiers |
Starter
$797
|
Standard
$2,497
|
Advanced
$4,997
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$300 - $400
Additional Jurisdiction analysis
+$200
Heir briefing session
+$350
Monthly retainer onboarding
+$1,997About Sandra
AI & Machine Learning | AI Governance, AI Consulting, Generative AI
Nairobi, Kenya - 10:24 pm local time
With expertise in AI architecture and strategic advisory, I provide rare value at the intersection of technology and domain knowledge in wealth management. If you're looking for a forward-thinking partner who can translate complex data into strategic advantage, let’s connect. I am ready to help you achieve remarkable outcomes in your projects.
Steps for completing your project
After purchasing the project, send requirements so Sandra can start the project.
Delivery time starts when Sandra receives requirements from you.
Sandra works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 — Confidential Intake (Day 1)
Within 2 hours of purchase I send you a secure confidential intake form. This covers your asset profile, jurisdictions, family structure, and current planning status. Everything you share is handled under strict confidentiality.
Step 2 — Deep Dive Interview (Day 1–2)
We meet for a 60-minute video call. I ask questions that go beyond the intake form — family dynamics, relationship with heirs, business succession concerns, cross-border complications. This conversation is where the real intelligence is gathered.