Counsel takes any portfolio statement, will, or 401(k) and returns a plain-English brief: what you own, what it's doing, what to ask, and what to do next. Built for the inheritor, the spouse stepping in, the founder post-exit, and anyone holding decisions they want to get right.
$124 trillion is changing hands across generations. 80% of people fire their advisor when they inherit — and most of them are choosing in the dark. Counsel reads any portfolio in plain English so the next decision is yours, not your grief's.