Pricing
Transparent engagement pricing, no surprises.
Fees are quoted at the conclusion of your Discovery Session, based on family complexity. Below is a guide.
Begin Here
Legacy Mapping
From $5,000
A complete audit and register of your family's assets, contacts and documents — delivered as a Legacy Map.
- Complete asset register
- Document audit
- Trusted contact list
- Digital asset inventory
- Final presentation session
Most Comprehensive
Family Legacy Blueprint
$10,000 – $25,000+
The full Legacy Collective engagement — mapping, planning, family meetings and a personalised family roadmap.
- Everything in Legacy Mapping
- Family wishes & history
- Succession intentions
- Recorded legacy interviews
- Adviser coordination
- Bound Family Blueprint document
Ongoing
Legacy Concierge
$500 – $2,000 / month
Annual reviews, adviser coordination and Legacy Vault™ access — for families who want a single trusted point of contact.
- Annual review cycles
- Single point of contact
- Legacy Vault™ access
- Quarterly family check-ins
- Priority concierge support
Future · Stage Two
Legacy Vault™ standalone — from $49 to $299 / month.
A standalone secure family portal subscription will be available alongside advisory engagements.