Why?

Impact. Finding people to manage your wealth, do your taxes, set up strategies to save you taxes, move money out of your estate, mitigate risk — is easy. Look around. There is an endless resource of incredible, smart and sophisticated people and organizations who can help you. Their incentives are short term. Your legacy is long term. While you may get the best execution financially, how often in the process is the long term vision discussed.

What?

Human capital. We have developed the curriculum to engage our members at a deep level in both ordinary and extraordinary ways. Our founding members have been involved in curating the best experiences for your team that will endure decades. We believe if you preserve the human spirit, the financial resources that have been created will endure for generations - not only for two or three.

Where?

Bricks and mortar. There is no ‘app’ for that. Genuine human connection requires face to face interaction. It is a basic human need that has been devalued by the speed of technology. Community is the back-bone of or membership. We are the anti-university to shape the world through wealth. We understand your tangible assets, our passion is supporting, nurturing and empowering your intangible assets.