Premium Concierge Service (Includes 1 Year of Expert Guidance)
Premium Plan
Elevate your legacy with year-round, comprehensive support. Our Premium Plan offers personalized strategies for estate planning, tax considerations, and asset protection—flexibly adapted to your changing needs.
Ideal For: Families or individuals with complex finances who want ongoing, high-touch guidance.
What You Get:
An in-depth consultation to map out both immediate goals and long-term objectives.
A tailored roadmap that addresses advanced estate-planning and tax strategies.
Twelve months of scheduled check-ins, on-demand consultations, and priority assistance.
Premium Concierge Service (Includes 1 Year of Expert Guidance)
Premium Plan
Elevate your legacy with year-round, comprehensive support. Our Premium Plan offers personalized strategies for estate planning, tax considerations, and asset protection—flexibly adapted to your changing needs.
Ideal For: Families or individuals with complex finances who want ongoing, high-touch guidance.
What You Get:
An in-depth consultation to map out both immediate goals and long-term objectives.
A tailored roadmap that addresses advanced estate-planning and tax strategies.
Twelve months of scheduled check-ins, on-demand consultations, and priority assistance.
Full service for points management.
Expert support for redemption planning.
Includes 1 free year of our Ongoing Support subscription.