The BEAST Risk Score™
A Complimentary Wealth Risk & Readiness Assessment for Affluent Families
You Didn’t Build Wealth by Guessing
Why Assume It’s Truly Protected?
You’ve built significant wealth. The real question is whether it’s actually protected in the moments that matter most.
Most families with meaningful assets believe they are “well planned.” In reality, their planning evolved over time — layer by layer — and no one ever stopped to look at whether everything still works together.
The BEAST Risk Score™ exists to answer that question with clarity.
What This Assessment Reveals That Traditional Reviews Miss
The BEAST Risk Score™ is a confidential, high-level assessment that evaluates how well your current planning protects your wealth across the five areas that determine long-term family success:
• Business Succession
• Estate Architecture
• Asset Protection
• Succession & Governance
• Tax Efficiency
Rather than reviewing documents one at a time, the BEAST Risk Score™ examines structure, coordination, and readiness — the areas where the most expensive problems quietly hide.
Why Thoughtful Families Use This — Even If They Already Have Advisors
Families come to Fountainhead Global after years of working with capable professionals. What they’re missing isn’t intelligence, effort, or good advice. It’s architect-level oversight.
The BEAST Risk Score™ helps you:
• Identify tax and legal exposure you didn’t know existed
• Discover gaps between trusts, entities, and advisors
• Understand how prepared your family really is for generational transition
• See whether your planning would hold up during a liquidity event
• Gain clarity without obligation, pressure, or sales tactics
This is not a sales call. It’s a diagnostic.
Your Results Will Be Clear, Specific, and Actionable — Without Guesswork
Once completed, you’ll receive your BEAST Risk Score™ Status Report, placing your current planning into one of four categories:
In Danger
Immediate exposure that could result in significant tax loss, legal risk, or family disruption.
Exposed
Some planning is in place, but gaps remain that could become costly as wealth or complexity increases.
Generational Wealth Ready
A strong foundation with opportunities for coordination and optimization.
Protected
Advanced alignment and long-term strategic governance are already in place.
Each result is explained in plain language so you understand what it means, why it matters, and what families like yours typically consider next.
What This Assessment Is
And What It Is Intentionally Not
What It Is
Confidential
Complimentary
Educational
Designed exclusively for affluent families
Focused on long-term protection, not quick fixes
What It Is Not
Legal advice
A document review
A pitch for services
A generic checklist
It simply gives you a clear snapshot of where you stand today.
Who This Was Designed For
The BEAST Risk Score™ is ideal for:
Families with $5M+ in assets
Business owners and founders
Families approaching a liquidity event
Parents thinking seriously about generational transition
Those who want clarity before making major planning decisions
If your financial life has become complex, this assessment brings perspective.
Why Families Take This Step Before Something Forces the Issue
Most families only discover weaknesses in their planning when it’s too late: during a death, lawsuit, sale, or tax audit.
The BEAST Risk Score™ was created to give families insight before those moments occur. Our role is not to sell products or documents. Our role is to architect and steward generational wealth systems.
What Happens After You Receive Your Score
After receiving your BEAST Risk Score Status Report™, you’ll have the option to explore educational resources that explain what families in your category typically address next. There is no obligation to move forward.
The BEAST Risk Score™ exists for one reason only: to give you clarity.
A complimentary assessment. Clear insight. No pressure.
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By using your websites and any content you agree to the terms of use and will not hold Fountainhead Global or Wealth Planning Law Group responsible for any results or lack thereof. Results are not typical and are not guaranteed. Your results will vary based on effort, market conditions, and other variables.