Service Architecture
Three doors. One discipline.
Each tier is a complete operating system for your capital — engineered to your stage, your structure, and your succession plans.
Level 01
The Core Foundation
Tax optimization and structural auditing for high-earning professionals reaching initial scale.
$3,000/ mo
- Quarterly strategic audit
- Tax efficiency matrix
- Entity structure review
- Liability insulation playbook
Most Requested
Level 02
Active Management
Comprehensive treasury services and risk-mitigation for established multi-million mandates.
$4,000/ mo
- Bi-weekly advisory briefings
- Estate architecture
- Global nexus access
- M&A and exit planning
- Multi-jurisdiction structuring
Level 03
Private Office
Full-spectrum wealth preservation for family offices and institutional-grade private clients.
Custom
- 24/7 priority concierge
- Multi-generational preservation
- Direct partner access
- Custom legal & trust structuring
- Private capital allocation
Unsure which tier fits?
A 30-minute briefing is enough for our partners to recommend the right architecture — or refer you elsewhere if we're not the fit.