PCG Service Tier Recommender — i3 Global

Private Client Group

Which PCG tier
is right for you?

Answer 7 short questions and we'll recommend the service level that fits your family's financial complexity and goals.

Takes less than 3 minutes

Personalized recommendation with pricing

No commitment — just clarity

i3 Global · PCG

1 / 7

Question 1 of 7

What are you actively seeking from a private client advisory team?

Choose the option that best describes where you are right now

Guidance and a second set of eyes

Expert advice, consultation, and review — without a heavy hands-on engagement

Structure, reporting, and active deliverables

Organized governance, regular CFO-led meetings, and financial reporting built for me

A fully managed family office experience

My advisory team running strategy, execution, and oversight end-to-end

Not sure yet

I'm still evaluating what level of support makes sense for our situation

Question 2 of 7

How many legal entities are in your family's financial picture?

Include LLCs, trusts, partnerships, corporations, and similar structures

1 – 3 entities

Straightforward structure — personal accounts, a trust, or a single entity

4 – 10 entities

Moderate complexity — multiple LLCs, family trusts, or holding structures

11 or more entities

High complexity — multi-layered family office or enterprise-level structure

Not sure / still mapping this out

We haven't fully inventoried our entity structure yet

Question 3 of 7

What is the approximate annual free cash flow from your family business or businesses?

Honest estimates are fine — this helps us understand the scale of what we'd be supporting

Under $5M annually

Earlier stage or smaller operating business generating up to $5M in FCF

$5M – $10M annually

Established business with meaningful cash flow that needs active management

$10M+ annually

Significant operating businesses or portfolio generating substantial free cash flow

Not sure / not applicable

I don't have an operating business or I'm not certain of the figure

Question 4 of 7

What do you need from a tax perspective?

Be honest — underestimating tax complexity is one of the most common planning mistakes

A second set of eyes

Review my current situation and flag anything I should know

Planning and structuring

Collaborate with my CPA to build and stress-test our tax strategy

Full strategy and implementation

Own the strategy end-to-end — forecasting, structuring, and execution with Gen V reporting

Not sure what we need yet

We haven't fully assessed our tax situation or what support would help most

Question 5 of 7

How important is financial reporting and data analytics to you?

Gen V is our proprietary reporting platform — consolidated performance dashboards across your entire financial picture

Not a current priority

I just need clarity on where things stand — no formal reporting needed

Basic reporting and visibility

Monthly Gen V reports presented by my CFO would add real value

Advanced analytics across everything

Deep visibility into businesses, portfolios, and tax performance — all in one place

Not sure what's available or what I need

I'd like to learn more about what reporting options exist before deciding

Question 6 of 7

Where does your family stand on legacy and succession planning?

Family governance is one of the most overlooked — and most important — parts of long-term wealth preservation

No formal plan — but we want one

No documented mission, vision, or succession framework — we're ready to build one

Some direction — but needs structure

General objectives exist but no formal governance framework or family mission in place

Not a priority right now

We're focused on other areas — legacy and succession planning can wait

Not sure where to begin

We haven't had a serious conversation about this yet as a family

Question 7 of 7

Do you have partnership or corporate entities that need dedicated bookkeeping?

Corporate/partnership accounts only — excludes real estate entities and operating companies

No — not at this time

I don't need dedicated bookkeeping for any entities right now

Yes — a few entities

1 – 3 corporate or partnership entities that need ongoing bookkeeping

Yes — several entities

4 or more entities requiring dedicated bookkeeping support

Not sure

I'm not certain which entities would qualify or what's needed

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