Membership

Private office engagements are tailored.

Engagements are structured around the complexity of the client's affairs, service requirements, response expectations, and dedicated staffing.

Private Client

Starting at $5,000 per month

Designed for executives, founders, professionals, and internationally active families.

Private-office intake and operating rhythm
Core wealth intelligence and family administration
Secure request, document, and message portal

Family Office Select

Starting at $15,000 per month

Designed for families requiring deeper coordination across assets, households, advisors, travel, and private opportunities.

Expanded family, property, travel, and advisor coordination
Relationship manager assignment
Private opportunity briefings and alert workflows

Private Office

Starting at $35,000 per month

Designed for clients requiring dedicated relationship management, accelerated response, complex coordination, and high-touch execution.

Dedicated operating model and priority response
Complex multi-household and multi-entity coordination
Security, reputation, and vendor review workflows

Bespoke Office

Custom pricing

Designed for ultra-high-net-worth families, principals, estates, and organizations requiring dedicated personnel or specialized infrastructure.

Dedicated personnel or specialized infrastructure
Custom controls, reporting, and operating cadence
Special projects and private network coordination

One-time onboarding begins at $25,000 and depends on the scope of integration. Pricing values can be hidden, changed, or replaced with “By Consultation” from the admin panel.

Pricing depends on scope.

Number of family members

Number of properties

Number of legal entities

Number of businesses

Travel requirements

Security requirements

Dedicated staffing

Response-time commitments

Integration complexity

Third-party provider costs

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