Capital Architecture Snapshot™

Preliminary Structural Review

Before our initial consultation, we ask each prospective client to complete our Capital Architecture Snapshot™. This structured review provides insight into your financial framework, governance practices, and long-term priorities. Our process mirrors institutional best practices: assess first, design second. By beginning with disciplined analysis, we are able to approach your situation with clarity, precision, and strategic intent.
Relationship & Introduction Source

This information helps us steward professional relationships with discretion and respect.
How were you introduced to Chando Global Group?
If introduced by someone, please share their name (optional):
Referral information is used solely for internal relationship stewardship.
Primary Client Profile

This information is used solely for secure communication and coordination of your engagement.
Legal Name*

First Name Last Name
Primary Email Address*
example@example.com
Preferred Contact Number*

Area Code Phone Number
Time Zone / Primary Location (Optional)
Preferred Method of Contact

EmailPhoneText
SECTION I — Capital Structure
1. Which best describes your current financial structure?

W-2 / Salary-BasedBusiness Owner / PartnerMultiple Entities or Investment InterestsAnticipating a Liquidity Event (3–5 years)Combination of the above
2. Do you currently work with coordinated advisors (CPA, attorney, investment advisor, etc.)?

Yes — Coordinated TeamYes — Independent Advisors (not coordinated)Informal / Self-directedNo formal advisory structure
SECTION II — Protection & Continuity
3. How confident are you that your financial structure could sustain your lifestyle during a significant disruption (health, market, business)?

Very confidentSomewhat confidentUnsureNot confident
4. If extended care were required, do you believe your current structure protects both income and principal?

YesPossiblyNoI'm unsure
SECTION III — Governance & Legacy
5. Do you currently have estate documents (Will / Trust) aligned with your broader financial strategy?

Yes — Recently reviewedPossiblyNoUnsure
6. Which best reflects how you view your wealth?

Personal securityFamily stewardshipMulti-generational legacyPhilanthropic impactCombination
SECTION VI — Strategic Signals
7. Do you anticipate any major financial events in the next 3–5 years?

Business saleReal estate saleInheritanceRetirement transitionNone anticipated
8. Are you currently evaluating changes to your financial strategy?

Yes — activelyYes — exploring optionsNo — reviewing onlyNo changes planned
9. What financial or structural concern would you most like clarity on right now?
------------------------------------------------------------------------

Thank you for taking the time to complete this preliminary review.

Your responses allow us to approach your situation thoughtfully, with the level of care, discretion, and structural rigor it deserves. We look forward to our upcoming discussion and to exploring how your capital, family, and legacy can be aligned with clarity and intention.

------------------------------------------------------------------------
Chando Global Group
Capital Architecture for Life, Business & Legacy
www.cggrp.com
Should be Empty:

Preliminary Structural Review

Relationship & Introduction Source

Primary Client Profile

SECTION I — Capital Structure

SECTION II — Protection & Continuity

SECTION III — Governance & Legacy

SECTION VI — Strategic Signals