Brief · Tuesday
Tuesday · May 12

Morning, Erik.

Three real moves today. Everything else is noise.
68°
Clear, light wind
Summerlin
Sunrise 5:42 AM
Today's thought
"Wealth shouldn't demand this much attention. The design is sound when the client stops thinking about it."
Order of Wealth · Layer 09
Loose thread
7:21 AM
The Parker preliminary plan is 90% done. I can finish the closing sections and prep it for review while you're at the gym.
Handling it
The day
6:00
AM
Gym · TPI mobility
45 min · Lifestyle
8:30
AM
Live brief ready
Stafford QSBS structuring call
45 min · Zoom · Tiger Aesthetics JV review
10:00
AM
Prep · 15 min
Deep work · Roberts portfolio review
90 min · No interruptions
12:30
PM
Partner · Chisos Golf
Will Stringer follow-up
30 min · Phone · Pilot terms
3:00
PM
Prep · 10 min
Scaglione balance sheet handoff
30 min · Zoom · John & Katie
7:00
PM
Dinner · Tamara
Bouchon at the Venetian · Off the clock
Pre-brief · 8:30 call
In 45 min
Stafford intelligence brief is ready. Key change since Friday: Tiger Aesthetics moved the JV close date up 11 days. The C-Corp vs LLC math shifts. Walk you through it?
Brief loaded
What moves things forward
Roberts · Satellite picks
3 options modeled Box spread flagged
I modeled three satellite allocations against the Order of Wealth framework. Option A matches the new tax overlay you wanted. Option B includes the box spread loan to offset W-2 income — keeps them in the lower bracket. Option C is the conservative path.
Will Stringer · Send pilot one-pager
Drafted Needs your eye before send
The Chisos Golf pilot one-pager is drafted in your voice. Lead with 2-player free pilot, 78% stat, "Player Wealth Desk" framing. Ready to send before your 12:30 with him.
Scaglione · New engagement pattern
Worth a 90-sec read Pattern across 5 meetings
Across your last 5 client meetings, I noticed a pattern: clients are asking about generational planning earlier than they used to, but you're still leading with portfolio talk. Three quick prototype openings I can test in Friday's call?
Nate Lashley · Tour schedule update
2 weeks out Texting opportunity
Nate's playing the Wells Fargo in two weeks. Pre-tournament check-in usually lands well. Want me to draft something casual?
Worth a glance
Background
New QSBS guidance dropped from the Tax Court on Friday. Affects how Stafford's JV structure gets argued. Two-paragraph summary?
Queued for the 8:30 brief
Before you go
What would make today a win?
Guard your time. The design is sound.