Membership
Simple access, transparent pricing
One subscription, every advisor. Engagement fees are billed separately and transparently.
Family Office
Contact usannual subscription
- —Full advisor access
- —Booking & brain-picking
- —Quarterly platform updates
- —1 event / speaker a year
Portfolio-wide
PE Firm
Contact usannual subscription
- —Everything in Family Office
- —Priority matching
- —Portfolio-wide access
- —Reverse-diligence support
Single Engagement
Project-based
- —No subscription required
- —Standard NDA & SOW
- —Day rate or fixed fee
- —Convert to membership anytime
Engagement fees — hourly or day rate, agreed before work begins — are billed separately.