Athlete Program
Legacy
From career to institution
Pricing: $10,000–$15,000+/mo
Scope: Private Advisory
Access: Application-based
What’s Included
- Everything in Pro, plus multi-layer trust & estate architecture managed as a system.
- Foundation / donor-advised fund build: strategy, governance, and stewardship rhythms.
- Family office–lite coordination: CPA, attorney, insurance, banking — one orchestrated cadence.
- PE / pre-IPO access sourcing: diligence coordination and allocation discipline.
- Business ownership & equity structuring: holdco design, operating agreements, cap table hygiene.
- Legacy governance framework: family charter, succession roles, and decision rights.
