Learn how your high net worth peers are dealing with the same issues you are.
Confidentially share and get counsel on the professional and personal issues you're grappling with.
High Net Worth individuals — with assets of $100 Million+ — join us and are placed into groups of 6-10 peers who — with us facilitating and moderating — meet every month.
The Key Agreement
Each Member agrees to maintain the confidentiality of the group, and share their experiences and wisdom.
Over time, Members become an objective Board of Advisors for each other.
What We Discuss
We discuss a range of issues;
Investment Opportunities
Raising Good Children
Passing $ Along
Money Management
Philanthrophy
Taxes
Travel
Retirement
Health
Membership Benefits
Self-Governed
Members set their own Agenda for Meetings and Events.
Find Partners
You may be looking for an investment partner. Peer high net worth Members may well help.
Limited Size
This Group is limited to 10 Members [which faciliates deep discussions.]
Networking
Access to an exclusive network of peers you can call on for help with your interests.
Learning
Learn how high net worth peers address and solve — or maybe don’t solve — problems similar to yours.
Minimize Mistakes
Members discuss their plans with peers and get peer feedback before they make their move.
What we look for in Members
We look for Members who not only have the capital, but also who will be stringent in keeping our confidences, who will attend and participate in our meetings, and who have the desire to help fellow Members. Our primary focus in not on capital growth or preservation. It’s on family issues.
We look for Members who not only have the capital, but also will be stringent in keeping our confidences, who will attend and participate in all of our meetings, and who have the desire to help fellow Members.
Our primary focus is not on capital growth, but rather on family issues.
We look for Members who not only have the capital, but also who will be stringent in keeping our confidences, who will attend and participate in all our meetings, and who have the desire to help fellow members.
Our focus is not on capital growth, but on family issues.
Large Corporates Trust Us
Senior executives from many large corporates have been in our Councils.
Over 100 large corporates have been members of our groups including the below companies. We must be doing something right.