Ways To Work With Me

Every dynasty begins with wealth. Few endure beyond it.

Behind every portfolio lies a family.

Behind every heir, a question of identity.

Behind every trust, a dynamic that can strengthen or destroy a legacy.

Research shows that 70% of wealthy families lose their fortune by the second generation, and 90% by the third.

Not because of markets.

Not because of management.

But because of conflict, misalignment, and failed governance.

The Invitation:

I created the Legacy Stress Test™ for the 1% of the 1% - families, family offices, and dynasties - who refuse to become part of this statistic.

In this 60-day, bespoke diagnostic, I discreetly evaluate your family governance, wealth psychology dynamics, succession readiness, and values alignment.

The Experience:

A comprehensive, confidential audit of your family’s governance and succession vulnerabilities.
An incisive analysis of wealth psychology, identity dynamics, and intergenerational harmony.
A discreet report revealing the $10M+ in risks and untapped opportunities most advisors overlook.

The Legacy Stress Test™ is conducted through a 60-day confidential framework. While much of the process is virtual, select families may also choose a discreet in-person immersion, where I meet privately with key family members over two days before continuing the process virtually.

The Guarantee:

Your investment: $100,000.

My promise: If the process does not reveal at least $10M in risks or opportunities, your fee converts into a private Family Harmony Retreat™ — ensuring no value is ever lost.

The Outcome:

At the end of 60 days, you will know - with clarity - whether your family’s legacy is built on rock or sand. And the exact plan of action to improve upon either.

This is not therapy.

This is not traditional wealth management.

This is legacy insurance.

Next Steps:

The Legacy Stress Test™ is the only public way to begin working with me.

All further advisory, retreats, and stewardship are offered privately, by invitation, to families who complete this process.

The Legacy Stress Test

A Confidential Diagnostic for Families With $100M+ In Assets

INQUIRE

For select families who complete the Legacy Stress Test™, additional bespoke pathways may be unlocked:

• The Succession Blueprint™ – A multi-generational governance and human-first focused succession plan (a $250K engagement, included for families entering long-term stewardship).

• The Family Harmony Retreat™ – A luxury, immersive experience focused on resolving conflicts, healing relationships, spirituality, and aligning family vision.

• The Legacy Stewardship Program™ – An annual retainer where I serve as your private Family Governance Office, stewarding harmony, succession, wealth psychology and identity work, family wealth dynamics, and legacy continuity for generations.

• Other Private Experiences – Including Next-Gen Immersions, Elite 1:1 Coaching Intensives, and Transformational Wealth Retreats — tailored exclusively for families under my stewardship.