Wealth Architecture Test

Discover how your corporate structure scores against best practices for high-income physicians. In just 20 questions, get instant results and specific recommendations.

Example: Your Score Breakdown

See how your structure scores across key categories

Corporate Structure65%
Tax Efficiency & CDA45%
Asset Protection70%
Lending & Banking50%
Insurance Integration55%
Estate Planning40%
This is an example. Your actual scores will be personalised based on your answers.
Instant Results
Your score immediately after completing 20 questions
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Personalised
Specific recommendations based on your answers
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Expert Framework
Same criteria applied to our family office clients
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Actionable Gaps
See exactly where your highest-impact opportunities are
Quick & Comprehensive — Takes just 5 minutes but covers all 6 integrated disciplines

What You'll Discover:

  • Your overall wealth architecture score (0–100)
  • Specific areas where you're missing opportunities
  • Personalised recommendations for each gap
  • Whether your CDA strategy is being engineered
  • Priority optimisation opportunities by category

Test Categories Include:

Corporate Structure Tax Efficiency & CDA Asset Protection Lending & Banking Insurance Integration Estate Planning

Why Take This Test?

This assessment uses the same evaluation criteria we apply with our high-income physician clients. Most doctors discover they are missing 3–5 major optimisation opportunities that could save them significant tax — not just this year, but compounded over decades.

Wealth Architecture Test

Discover how your corporate structure scores in just 20 questions

Question 1 of 20 5% Complete

Wealth Architecture Assessment Results

Score Breakdown by Category

Detailed Question-by-Question Analysis

Ready to Close the Gaps?

Most physicians discover 3–5 major optimisation opportunities in this test. A 30-minute conversation with Parth Shah can show you exactly what your plan is missing — and what it would take to fix it.