A virtual multi-family office — and a discovery that costs nothing.
Long before it meant money, the old English word weal meant well-being. So we begin with a simple question: what does a good life look like to you? Around your answer gathers a small circle of people — advisors, CPAs, attorneys, and coaches — who come to know you and work together, so no part of your life is handled apart from the rest.
Watch this video to gain a clear understanding of our process.
A complete plan before any fee is ever charged.
Trust isn’t something we ask for at the door. Over two or three unhurried conversations we come to know you, and we offer what we learn as a complete preliminary financial plan — so you leave with real clarity, whether or not we ever work together. There is no cost and no obligation; only an invitation to begin.
The first conversation
We begin by listening — not selling. Where you are, what feels unsettled, and what a genuinely good life looks like to you, long before we talk about numbers. There is nothing to prepare and nothing to bring but yourself.
A relaxed introductory callKnowing yourself
Money is emotional before it is mathematical. Through honest dialogue and a short behavioral assessment — your Human Archetype — we surface the money scripts and instincts that quietly drive your decisions. It is the inner work that makes the outer plan hold.
Human Archetype assessmentDiscovery across all eight aspects
We gather the full picture of your life — not just the portfolio, but all eight aspects of holistic wealth. Then our multi-disciplinary team of advisors, CPAs, attorneys, and coaches builds a complete preliminary financial plan: real, personal, and specific to you. No fee has entered the conversation.
Your complete preliminary planThe plan, in hand
We walk through the plan together, in plain language — what it means, where you stand, and the choices in front of you. You leave with genuine clarity about your money and your life, with no fee charged and no obligation to continue. The plan is yours to keep.
Free · yours to keepIf it is right, we begin
Only when the fit is clear on both sides do we talk about working together — as one coordinated team in a single, transparent, fee-only relationship. On your terms, at your pace, with your whole life in view.
A fee-only, fiduciary relationshipTransparency begins with our own fees.
It is hard to feel at peace with money you cannot see. So here is what we charge, in plain numbers, for anyone to read.
| Assets under management | Marginal percentage fee | Fees per each level | Cumulative fees | Effective percentage fee |
|---|---|---|---|---|
| $0 – $1,000,000 | 0.95% | $9,500Based on $1 Million | $9,500Based on $1 Million | 0.95%Based on $1 Million |
| $1 Million – $2 Million | 0.68% | $6,800Based on $2 Million | $16,300Based on $2 Million | 0.815%Based on $2 Million |
| $2 Million – $5 Million | 0.48% | $14,400Based on $5 Million | $30,700Based on $5 Million | 0.614%Based on $5 Million |
| $5 Million – $10 Million | 0.35% | $17,500Based on $10 Million | $48,200Based on $10 Million | 0.482%Based on $10 Million |
| $10 Million and over | 0.25% | $37,500Based on $25 Million | $85,700Based on $25 Million | 0.3428%Based on $25 Million |
Fees are aggregated per nuclear family for lower pricing to each member.
Preparation of your annual tax return, legal documents such as wills and trusts, and additional coaching beyond our foundational platform are provided for a separate, a la carte fee disclosed before engagement.
You leave with a real plan in hand — before any fee is ever charged.