Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Your estate may now be large enough for federal estate tax. Plan now, while there are more options.”
“A sale, an IPO or a distribution just turned paper wealth into cash. The next 90 days matter most.”
“Three advisors, two CPAs and an attorney who never talk to each other? Someone needs to quarterback.”
“Most of your wealth is in one stock. There are ways out that don't cost half in taxes.”
“Your kids will inherit more than money. Start the conversation before they inherit.”
“Giving $100K a year? A donor-advised fund or a foundation can make it go further.”
“Buying a vacation home? Ownership structure decides taxes and what your kids inherit.”
“Too many private deals and capital calls? Your liquidity plan needs a look.”
“Moving from a high-tax state? Changing your residency is more than a new driver's license.”
“Your estate plan was written under old law. A review could save your heirs a lot.”
Make a video about one See advisors for high-net-worth families
General education, not financial advice. Check rules and figures against current law before you publish.