Pricing

We're not going to pretend wealth management is cheap. But we're also not going to charge you for features you'll never use. Our three plans cover everything from getting your affairs in order to managing nine figures across three continents. Pick one. Or call us—we can probably customize something that doesn't involve a spreadsheet.

Foundation

$8,500/year

For families just getting serious about their money. Includes basic estate planning, tax strategy, and quarterly check-ins so you're not panicking at 2 AM.

✓ Annual wealth review & tax planning
✓ Estate planning documents (updated yearly)
✓ Access to our advisor network
✓ Quarterly family meetings
✓ Digital vault for important docs
✓ Basic investment oversight

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Dynasty

$28,000/year

The sweet spot. Multi-generational planning, trust management, and the kind of attention that prevents your kids from fighting over the wine collection.

✓ Everything in Foundation, plus:
✓ Dedicated family office advisor
✓ Comprehensive wealth transfer strategy
✓ Trust administration & oversight
✓ Education planning for next generation
✓ Monthly advisor access
✓ Quarterly detailed portfolio reviews

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Enterprise

Custom

For families with complex holdings, multiple businesses, or assets scattered across jurisdictions. We'll handle it. (Probably with less stress than you'll.)

✓ Everything in Dynasty, plus:
✓ 24/7 senior advisor availability
✓ Multi-office coordination
✓ International tax & legal integration
✓ Real estate & alternative asset management
✓ Business succession planning
✓ Family governance framework

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Pricing FAQ

Why isn't everything just listed as 'Contact us for pricing'?

Because that's annoying. You deserve to know roughly what you're paying before you commit to a call. Our base prices are real. But yes, most Enterprise clients end up in a custom arrangement because their situation is weird and specific (in a good way). That's when we actually talk numbers.

Do you charge based on assets under management?

Nope. We charge based on complexity and time, not how fat your portfolio is. A $50 million tech founder might pay the same as a $50 million real estate family if their situations are similarly straightforward. We're not trying to nickkel-and-dime you.

What if we outgrow our plan?

You upgrade. Happens all the time. Someone starts with Foundation, builds their business, wants to pass it on, and suddenly Dynasty makes sense. We don't lock you into anything ridiculous. And we definitely won't try to upsell you things you don't need.

Are there hidden fees I should know about?

Not from us. We're transparent about what's included. If we need to bring in a specialist—a lawyer in Romania, a tax expert in the US, a real estate advisor—we'll tell you upfront and what that costs. No surprises at year-end.

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