Pricing

Family wealth isn't one-size-fits-all. Neither is our pricing. We've built three tiers because families grow, situations change, and what works for you today might feel tight next year. No surprise fees. No hidden clauses buried in page 47.

Foundation

$8,500/year

Perfect for families just getting the governance pieces in place. Document preparation, basic structure review, and two quarterly check-ins.

✓ Family governance blueprint creation
✓ Core succession planning documents
✓ 2 quarterly advisory sessions
✓ Digital document vault access
✓ Basic conflict resolution framework
✓ Annual family meeting facilitation

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Architect

$24,000/year

The sweet spot for most families managing real complexity. Full governance implementation, ongoing advisory, and continuous optimization of your family structure.

✓ Complete family governance system
✓ Multi-generational wealth strategy
✓ Monthly advisory sessions
✓ Conflict mediation & resolution support
✓ Quarterly family education programs
✓ Trust administration oversight
✓ Emergency succession protocols

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Legacy

Custom

When you need white-glove, comprehensive family office governance. Full-time advisory relationships, unlimited access, and bespoke solutions for your empire.

✓ Dedicated family governance advisor
✓ Unlimited advisory access
✓ Global wealth coordination
✓ Multi-family office integration
✓ Generational transition planning
✓ Board governance training
✓ Real-time crisis management

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Pricing FAQ

What if our situation changes mid-year?

Life happens. Inheritances land. Kids get married. Businesses sell. We adjust your plan when things shift. You won't pay for services you don't need, and we won't leave you hanging when things get complicated. Honestly, some of our best work comes from pivoting fast.

Are there costs beyond the annual fee?

Nope. The fees we quote cover everything listed. If we bring in specialists—a tax attorney, an accountant with particular expertise—we'll talk about that with you first. Transparent. Always. There's no discovery call where we suddenly mention add-ons.

How do you charge for the Legacy plan?

It depends on what your family actually needs. One family's legacy governance looks completely different from another's. We usually base it on time commitment, complexity of your structures, and geographic reach. Call us at +351 035 626 969 or email [email protected] and we'll walk through real numbers.

Can we start with Foundation and upgrade later?

Absolutely. Lots of families do exactly that. You get the basics working. See how it feels. Then when you're ready for deeper advisory or your wealth gets more complicated, we bump you up. No penalty. Just a conversation about what makes sense next.

Need a Custom Solution?

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