Pricing

Look, philanthropy isn't cheap. But neither is getting it wrong. Our pricing reflects the fact that we're managing your legacy—not selling you software. Three tiers. No surprises. And honestly? Most families end up somewhere in the middle.

The Conversation Starter

$8,500

Initial planning session, basic structure review, and a 47-page legacy roadmap. For families just starting to think seriously about this.

✓ One comprehensive wealth review meeting
✓ Charitable giving strategy outline
✓ Family legacy document (draft version)
✓ Tax-efficient giving scenarios (3 options)
✓ Six-month follow-up consultation
✓ Access to our planning portal

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The Full Picture

$24,000/year

Ongoing advisory. Quarterly reviews. Real strategy implementation. The plan that actually gets executed instead of sitting in a drawer.

✓ Quarterly wealth and philanthropy reviews
✓ Multi-generational legacy plan (updated annually)
✓ Donor-advised fund structure and management
✓ Foundation establishment and governance support
✓ Tax optimization across 12 months
✓ Unlimited email and phone access
✓ Investment coordination with your existing advisors

Let's Build This

The Dynasty Model

Custom

Multi-family offices, substantial foundations, or ultra-complex structures. We basically become your dedicated philanthropy team. Pricing based on scope.

✓ Dedicated wealth strategist (partially assigned)
✓ Monthly coordination meetings with full advisory team
✓ Complex trust and foundation administration
✓ International giving strategies and compliance
✓ Succession planning across generations
✓ Custom reporting and impact measurement
✓ Emergency strategy pivots (included, not billed separately)

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Pricing FAQ

Does the annual fee include actually managing my money?

No. We don't touch your investments—that's what your wealth manager does. We tell them what you're trying to accomplish philanthropically, then make sure the tax and legal pieces fit together. Think of us as the coordinator, not the quarterback.

What if I start with Conversation Starter and need more?

Happens constantly. Upgrade to Full Picture mid-year and we credit what you already paid. The initial $8,500 counts toward your first year fee. And between you and us? Most people figure out within that first session whether they need ongoing work.

Are there extra costs for specific things—like setting up a foundation?

Foundation setup typically runs $3,200-$6,800 in legal fees (that's your attorney, not us). On the Full Picture plan, our work coordinating it's included. Custom plan clients usually have separate arrangement for external legal and accounting fees, which we can help you negotiate.

What if my situation is simple and I don't need yearly updates?

Then Conversation Starter is your answer. You get a solid plan, we stay available if questions pop up, and you don't pay for meetings you don't need. Though—fair warning—most families find they have at least one meaningful change per year. Life happens.

Need a Custom Solution?

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