Build Your Legacy. Protect Your Wealth. Empower Future Generations.
Tier 1-Private Client Concierage
Recommended For: Individuals with $250K–$1M in assets
You’re focused on: Foundation, protection, and clarity
Description:
You’re building momentum — whether through your career, business, or first real estate deals — and you know that it’s time to put real protection in place. Tier 1 gives you everything you need to ensure your wishes are respected and your family is cared for, with a trust-based plan built to grow with you.
Includes:
Revocable Living Trust
Will, Power of Attorney, and Healthcare Directive
Signing ceremony and legacy kit
Digital trust vault and document storage
Tier 2 Legacy Builder
Recommended For: Families or business owners with $1M–$5M in net worth
You’re focused on: Entity protection, tax readiness, and leverage
Description:
You’re no longer building alone — you’ve got assets, income streams, and family to consider. Tier 2 integrates legal structures, credit, tax readiness, and foundational funding tools to protect what you’ve built while giving you access to more capital and smarter strategic moves.
Includes:
Tier 1 services PLUS
Business trust or LLC setup
Tax strategy implementation
SBA & business credit positioning
Access to Financial Club
Tier 3 Advanced Family Office
Recommended For: Households with $5M–$25M in total assets
You’re focused on: Strategic growth, generational transition, and investment optimization
Description:
Your wealth is no longer personal — it’s generational. Tier 3 gives you the tools to integrate your real estate, businesses, and digital assets into a cohesive legacy plan. Your family begins to experience private client care, investment strategy, and curated access to opportunities most will never see.
Includes:
Tier 2 services PLUS
Family trust onboarding for multiple heirs
Digital asset & crypto trust planning
Private banking coordination
Real estate & investment strategy reviews
Quarterly strategy sessions
Tier 4 Dynasty Private Client
Recommended For: High-net-worth families with $25M–$100M+ in net worth
You’re focused on: Succession, control, and preserving legacy at scale
Description:
You operate like a family enterprise — because you are one. Tier 4 provides full oversight of your financial life with your own private CFO, crypto compliance infrastructure, concierge lifestyle services, and an intergenerational plan that ensures your legacy lives well beyond you.
Includes:
Tier 3 services PLUS
Personal CFO & private financial team coordination
100 family trust onboarding
NFT/Web3 asset management
Jet/luxury concierge, telehealth, and wellness planning
Annual Dynasty Summit & legacy education for heirs
