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.