Show prices in
Fees are agreed and charged in US dollars.
Free
Six questions, and the number your money is currently heading for.
Free
No payment and no account. About two minutes.
Where everybody starts
Your whole financial position assessed, and a written plan with real options at every fork.
$1,500
one payment
One payment. No membership, and no obligation to take one.
Ten seats, closed forever
The first ten members of the Private Office, at a rate that never rises.
$10,000
a year
10 of 10 seats left
Everything in the Private Office Membership
And, only here
Ten seats, once. When they are gone the rate returns to standard and the Circle does not reopen.
The new standard
A named adviser, four reviews a year, and your whole position treated as one thing.
$18,000
a year
For business owners
Everything in the membership, plus the company treated as part of the estate.
For business owners.
$30,000
a year
Everything in the Private Office Membership
And, only here
Invitation only
A family, its entities and the generation after it — governed as one.
Family groups. Developers. Ultra-high-net-worth.
$50,000+
a year
Everything in the Private Office Executive
And, only here
By invitation. The figure is a starting point and is settled in conversation, never on a checkout page.
A quarterly review of a whole position takes most of a day to prepare and most of an afternoon to deliver. There is a number of those Richard can do properly in a year, and it is not a large number. The Office stops at 30 members because past that the thing being sold stops existing.
30 of 30 places are currently open.
Projections are illustrative models built from the figures you enter, not forecasts, advice, or a guarantee of future performance. Investment returns vary and capital can fall in value. Speak to Richard before acting on anything you see here.