Include goal-based buckets for education or legacy

Map holdings to upcoming liabilities

Include family members in regular review discussions

Track behavioral metrics to maintain discipline

Incorporate legacy planning into long-term management

Revisit strategic goals every few years

Review advisory relationships regularly for fit and performance

Optimize withdrawal sequencing in retirement

Prioritize transparency with digital management tools

Balance between liquid and illiquid assets

Keep strategic reserves for market downturns

Adjust allocation following inheritance or liquidity events

Structure account types for optimal tax treatment

Incorporate thematic investments for emerging trends

Align investment vehicles with specific life events

Factor in estate planning for multi-generational portfolios

Use visual dashboards to monitor at a glance

Review turnover rates to control tax implications

Include real assets for inflation protection

Analyze historic drawdowns to anticipate reactions

Update strategy after major economic events