AIM FrameworkTM

The AIM Framework™ brings structure to the complex needs of client families by organizing the advisory process into three phases: Assessment, Implementation, and Monitoring.

A Structured Approach for Family Wealth Collaboration

The AIM Framework™ brings structure to the complex needs of client families by organizing the advisory process into three phases: Assessment, Implementation, and Monitoring. Using a shared language grounded in integrated wealth management, it defines responsibilities, establishes repeatable processes, and supports long-term planning. At its best, AIM fosters cross-disciplinary decision-making across the Ten Domains of Family Wealth™, making each step intentional, collaborative, and impactful.
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Phase 1: Assess, Perform Discovery, and Set Goals

Advisor Responsibilities: Lead structured discovery, assess family needs and values, coordinate with governance bodies and enterprise entities, and synthesize findings to prepare strategy.

Family Responsibilities: Communicate goals and needs openly, share relevant family history and values, collaborate on priorities and specialist selection, and engage consistently in the discovery process.

Phase 2: Design and Implement Strategies and Solutions

Advisor Responsibilities: Design integrated strategies, collaborate with internal and external advisors, and implement processes and systems.

Family Responsibilities: Collaborate on plan design, provide input on integration across domains, communicate about disagreements, and participate actively in piloting and implementation.

Phase 3: Monitor, Administer, and Adjust

Advisor Responsibilities: Provide ongoing administration, evaluation, benchmarking, and communication. Collaborate on major revisions as circumstances evolve, and major catalysts occur.

Family Responsibilities: Engage with ongoing administration, participate in education and training across generations, provide feedback for improvement, and engage in reassessment as major catalysts arise.

Integrated Wealth Management in Action

Built on the best practices of firms that prioritize service integration, the AIM Framework operates as a unified system. Its three phases support seamless collaboration, coordinated project leadership, and clear communication.
By aligning specialists under the guidance of experienced generalists, AIM breaks down silos and delivers strategies that evolve with the family’s needs, creating a truly integrated wealth management experience.

A Pipeline of Industry-Changing Tools

The AIM Framework was developed as part of the Institute’s mission to drive meaningful change and create a more structured, client-focused, and collaborative wealth management profession. To be part of the change and the first to hear about our innovations, we encourage you to submit a membership inquiry.
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