Core
from $48,000 / year
The record, built and maintained. All users, web and mobile. Entity architecture and connection build. Annual Wealth Audit and the live Cost Ledger. AI connection.
Published.
A firm that tells you what everyone else is charging should tell you what it charges. Priced on complexity, never on assets. Bands are set by the number of entities and connected institutions, and by which services you run. A family with twelve entities across four jurisdictions is more work than a family with two. A family that got richer is not.
Subscriptions
Four bands.
Policy
from $120,000 / year
Core, plus the Policy File drafted and encoded. Continuous drift, breach and liquidity monitoring. Three deal memos a year.
Governance
from $240,000 / year
Policy, plus an independent committee chair, four meetings a year, with papers, conflict register and minutes. Eight deal memos. Priority desk turnaround.
Institutional
from $420,000 / year
For established family offices and multi-family offices. Multiple households, unlimited entities, six meetings, twenty memos, sub-committee support, and the desk operating above your existing team.
Individually
Priced line by line.
| Item | Note | Price |
|---|---|---|
| Wealth Audit, standalone | Credited in full against year one if you subscribe | $45,000 |
| Policy File, standalone | One-off | $35,000 |
| Additional deal memo | Per memo | $15,000 |
| Additional committee meeting | Per meeting | $12,500 |
| Additional entity | Per month | $750 |
| Additional connected institution | Per month | $250 |
Estimate
Move the inputs that actually change the price.
What this would cost you
Indicative band
$177,000 – $219,000
/ year
Priced on complexity. Your assets are not an input. Nothing entered here is stored or sent.
Terms
Twelve month minimum. Two months free on annual payment. Three year agreements hold year-one pricing with increases capped at published inflation.
On the audit
On a $25 million balance sheet we typically identify $120,000 to $200,000 of annual drag, a meaningful portion of it recoverable without changing a single investment decision.