Wealth Ops
Second Brain
First-Year Program

Hoffmann Family Office

Karl Hoffmann · UHNW · $26.90M · Pershing

At RiskHigh riskAdvisor: Priya Raman · Ops: Lena Park
Experience score
48/100
KYC / Account SetupDay 9 / target 7 · overdue
Journey type
New Client
Next milestone
Advance to Transfer / Funding In Progress
Due
2026-05-10
Marketing sequence
Welcome — HENRY Growth
Started
2025-11-30
Notes
Tracking close to SLA. Advance to Transfer / Funding In Progress due 2026-05-10.

Recommended next actions

  1. 1.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    High · missing documents · due 2026-05-05 · Ops: Lena Park
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier A
WGAt-Risk1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionComplianceCritical
Trusted contact form
Request and file trusted-contact form. (Hoffmann Family Office) · due 2026-07-29 · owner Priya Raman
Upcoming events (2)
2:30 PM
45m
Onboarding Call · Hoffmann Family OfficeServiceCriticalTier A
Onboarding Call·Priya Raman
WGAt-Risk
1:30 PM
25m
Client Check-In · Hoffmann Family OfficeServiceCriticalTier A
Client Check-In·Priya Raman
WGAt-Risk
Open work (1)
+78d
Document Collection
Trusted contact formComplianceCriticalTier A
Request and file trusted-contact form. (Hoffmann Family Office)
WGAt-Risk

Milestones

  • Signed2025-12-02
  • KYC completed2025-12-08
  • Accounts opened2025-12-11
  • Transfer initiated2025-12-11
  • Funded
  • Welcome call
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    Hybrid2026-05-17
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    Automated2026-05-15
Completed · 4
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-04-05
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-04-10
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-04-19
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-05-05

All exceptions for this household

Highmissing documents
Hoffmann Family Office · owner: Priya Raman · opened 11d ago
due 2026-05-05

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.