Tier 1
Essential
For emerging managers and early-stage entrepreneurs who need structure, accountability, and relief from the most time-consuming recurring administrative work.
- Document coordination & filing
- Deadline tracking & reminders
- Tax document organization
- Secure online submission portal
- 48-hour response commitment
- Monthly status summary
- Annual review call
Pricing is discussed during your private consultation
Tier 2
Executive
For professionals with ongoing obligations who need priority handling, broader coordination, and structured admin support to free up consistent blocks of time.
- Everything in Essential
- Dedicated contact person
- Priority 24-hour response
- Recurring compliance handling
- Tax & document workflow management
- Specialist coordination
- Annual Gathering — invitation eligible
Pricing is discussed during your private consultation
Tier 3
Premier
For clients who want the most complete service available — a dedicated relationship manager, same-day response, maximum delegation, and full Annual Gathering access.
- Everything in Executive
- End-to-end coordination
- Family & business admin oversight
- High-priority same-day handling
- Bespoke workflows & dedicated manager
- Curated specialist network access
- Annual Gathering — fully included
Pricing is discussed during your private consultation
Everything, side by side.
| Feature | Essential | Executive | Premier |
|---|---|---|---|
| Document coordination & filing | ✓ | ✓ | ✓ |
| Deadline tracking & reminders | ✓ | ✓ | ✓ |
| Tax document organization | ✓ | ✓ | ✓ |
| Secure online portal | ✓ | ✓ | ✓ |
| Monthly status summary | ✓ | ✓ | ✓ |
| Annual review call | ✓ | ✓ | ✓ |
| Response time | 48 hours | 24 hours | Same day |
| Extended tax coordination | — | ✓ | ✓ |
| Calendar & correspondence management | — | ✓ | ✓ |
| Legal & specialist referral network | Limited | Full access | Full + concierge |
| Quarterly review call | — | ✓ | ✓ |
| Dedicated relationship manager | — | — | ✓ |
| White-glove admin coordination | — | — | ✓ |
| Annual Gathering | — | Invitation eligible | Included |
What to expect from the consultation
Is there a long-term contract?
We work on a subscription basis with a minimum initial engagement period, discussed during onboarding. We believe in earning retention through quality, not locking clients in.
Can I change tiers?
Yes. As your responsibilities evolve, you can move between tiers. Upgrades are effective at the next billing cycle. Downgrades follow a short notice period.
Why are prices not listed?
Because scope varies. A 10-minute consultation lets us understand your situation precisely and offer a clear, fair engagement. There are no surprise fees — everything is agreed before we start.
What if I only need help once?
Our subscription model is designed for ongoing delegation. For one-off project needs, please mention this in your consultation and we will advise on the best approach.