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Dedicated Live Support

Get the help you need right when you need it

  • Tier 3: The Collaborator

    55,000$
    Every year
    Tier 3 provides a white-glove, concierge-level family office experience, offering end-to-end management, strategic collaboration, and a dedicated team to handle complex financial and personal needs.
     
    • Personal & Business Integration
    • Live Sessions with Private Judge™
    • Philanthropy & Legacy Planning
    • Concierge Support

  • Onboarding Package

    799$
    Every month
    First, we need to learn about you & your family. Our Onboarding Package lets us work together to craft a custom Action Plan with our team, ensuring the right fit and support as you begin again.
     
    • AI Agent
    • Action Plan
    • On Demand Text Support
    • 2 Live Sessions a Month
    • Peace of Mind Guarantee

  • Tier 2: The Bridge

    35,000$
    Every year
    Get mediated financial strategies, proactive planning, and hands-on support to optimize your family's wealth, streamline decisions, and negotiate new agreements as you begin again.
     
    • Strategic Planning
    • Mediated Live Sessions
    • Subject Matter Expert Integration
    • Dedicated Family Office Team

  • Tier 1: The Navigator

    25,000$
     
    Essential family office support, including financial organization, key decision guidance & expert coordination to keep your family on track as you address changes & negotiate new agreements.
    Valid for 12 months
    • Financial Organization
    • Key Decision Guidance
    • Expert Coordination
    • Live Coaching Sessions

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