Household-wide view
A consolidated picture of the client’s balance sheet so the advisor can see beyond managed assets.
The Green Ninja
Wealth Growth
Invest. Optimize. Accelerate.
Capital allocation, cash flow strategies, investment coordination, and financial projections — aligned with the advisor’s investment approach.
01 · The client’s problem
Growth is about more than the portfolio.
For many affluent families, a large share of wealth sits outside the managed portfolio — in businesses, real estate, cash, and private holdings. Without coordination, cash flow, capital deployment, and investments pull in different directions.
- Excess cash sitting idle across accounts and entities
- Business cash flow not connected to the household plan
- Outside assets that are invisible in portfolio reviews
- No forward-looking view of how decisions compound
02 · How the advisor identifies the opportunity
Signals worth a conversation.
You already know your clients. These are common indicators that a wealth growth review may be worth discussing.
- Significant assets held away from the advisor’s custodian
- A business generating cash flow without a deployment plan
- Real estate or private investments without a consolidated view
- The client asks, “Are we on track?” and the answer is unclear
03 · What MyTaxNinjas provides
The coordination behind the conversation.
Cash flow analysis
Structured review of cash flows across household and business to inform capital allocation discussions.
Projections & modeling
Scenario tools that help the advisor illustrate how different decisions may affect long-term outcomes.
Investment coordination
Coordination that keeps the advisor at the center of investment decisions rather than replacing them.
MyTaxNinjas does not provide tax or legal advice directly. Advice is provided by independent, appropriately licensed professionals. Scope of services depends on the partner agreement.
04 · The client experience
One relationship. A coordinated outcome.
Your client works with you. Behind the scenes, the work is organized and coordinated.
- A complete view of what they own, not just what is managed
- Clear conversations about cash flow and priorities
- Scenarios they can understand and discuss with their advisor
- Regular reviews as their situation evolves
Stop Competing on Investment Performance Alone.
Become the advisor who brings the complete family office solution.