Sovereign Capacity Audits: Protecting the Legacies of the Global Elite

For high-net-worth individuals and international families, a cognitive decline is not just a health issue—it is a fiduciary liability. In the high-stakes world of Miami and Palm Beach estate law, the absence of a contemporaneous, board-certified capacity audit is an invitation for multi-generational litigation. Our Private Estate Advisory provides clinician-led neurocognitive oversight designed to preempt claims of 'undue influence' and secure the integrity of complex trusts and guardianship transitions.

We move beyond the cursory 'mini-mental' screens used by primary care physicians. We provide the forensic depth required to satisfy probate courts, satisfy Florida Statute Chapter 744 requirements, and withstand sophisticated legal challengers. Serving the Space Coast and South Florida, we offer fiduciaries the diagnostic certainty needed to execute high-value transitions with absolute confidence.

The 'Contemporaneous Evidence' Advantage

Our advisory model focuses on the core pillars of legal and financial competency:

• Testamentary Capacity: Documenting the clear, medically-verified ability to execute or amend wills and trusts.
• Guardianship & Capacity to Consent: Providing expert clinical evidence for incapacity hearings, identifying which specific rights (to contract, to sue/defend, to manage property) should be retained or delegated.
• Susceptibility to Undue Influence: Assessing executive function and social vulnerability to identify risks of predatory manipulation or financial exploitation.
• Financial Decision-Making (FDM): Quantifying the ability to manage complex assets, international business interests, and philanthropic foundations.

Longitudinal Fiduciary Monitoring

For families managing progressive conditions like FTD or Alzheimer’s, we offer an integrated quarterly monitoring tier. These audits provide:

• Early Warning Alerts: Notifying trustees when cognitive 'slips' reach a threshold that requires the activation of successor powers or the commencement of guardianship proceedings.
• Objective Capacity Baselines: Establishing a clear record of 'lucid intervals' before cognitive decline becomes a point of legal contention.
• Professional Consultation: Assisting Estate Managers in communicating medical realities to family members, reducing emotional friction through objective data.