Founding Circle — 30 seats · Invite only
The peer circle for operators running lean

Some circles you discover. This one finds you.

Circle 26 is a closed peer network for those who operate at the intersection of family wealth and institutional discipline. The blueprint. The peers. The standard.

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30Founding seats
5Pillars
18Blueprint steps
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The problem

Where complexity
breaks the model

UHNW clients reach a point where traditional wealth management stops feeling sufficient. They don't want more advice. They want an operating layer that makes everything work together. Without one, the client becomes the integration layer — and the advisor gets measured on outcomes they didn't design.

What this creates
✕You become the default integrator — without the mandate
✕Scope creep turns into unpaid coordination and project management
✕You're judged on operational failures you didn't design
✕Clients start searching for someone who can hold it all together
What clients actually need
◎One owner for coordination and accountability
◎Decision-grade reporting and a single source of truth
◎Governance and routines that run without the principal
◎Safe money movement, clear approvals, and an evidence trail
Too complex for traditional wealth management.
Too lean for a single family office.
This is the broken middle — and it's where Circle 26 operates.
The operating layer
that makes advice stick
and providers coordinate
around clear mandates.
What it is

The system
behind a family office

Circle 26 gives you the blueprint, the tools, and the peers to install and run a modern, lean family office operating layer. Execution stays outsourced. Governance, clarity, and control become real.

This isn't a course. It isn't a consultancy. It's a membership that puts a structured system and a curated community behind every decision you need to make.

FoundationPillar 01
Systems & VisibilityPillar 02
Coordination & ControlPillar 03
Investment & RiskPillar 04
Family & LegacyPillar 05
01 · Blueprint
The Lean Family Office Blueprint
A proprietary 18-step playbook across 5 pillars. Built to produce real outputs — not theory. Sequence work correctly, install the operating layer, and avoid the failure points that sink outsourced models.
02 · Community
The Peer Circle
A curated, high-trust environment for confidential discussion. Discussion threads, live workshops, office hours, accountability groups, and guest expert sessions. All under Chatham House Rule.
03 · Tools
Client-Ready Kits
Templates, checklists, meeting packs, decision logs, and cadence guides across governance, reporting, controls, and oversight. The delivery toolkit for installing the operating layer without building a full family office.
04 · Intelligence
LFO Coach & AI Agents
An AI assistant that navigates the blueprint, answers step-by-step questions, and generates first-pass drafts of core documents for review and sign-off.
Who it's for

Built for operators
at the complexity line

Circle 26 is admission-based. Members are practitioners working directly with complex families — not generalists, not spectators.

Family Office Operators
COOs, CFOs, Chiefs of Staff, and Family Office Directors who own the day-to-day operating layer and need a repeatable system to run it well.
Principal-Side Executives
Senior executives embedded in a family's operations, responsible for governance, coordination, and making sure the right things happen at the right time.
UHNW Advisors
Relationship leads who manage complexity across legal, tax, banking, reporting, and specialists — and want to formalise that coordination into a repeatable service.
Family Principals
Family members who lead governance and strategic decisions, and want a structured operating system — not a fragmented stack with no one owning the whole picture.
"

Admission is selective by design. The standard of the circle depends on the quality of who's in it. If you're operating at this level, you'll know this is for you.

Inside the membership

Every resource
you need to execute

Four integrated components that work as a system — not a library of content you'll never use.

1
Component 01
The Blueprint
A 5-pillar, 18-step operating system. Step-by-step instructions, done-looks-like criteria, and evidence requirements at every stage. Minimum viable first — then upgrade selectively.
GovernanceControlsInvestment opsLegacy
2
Component 02
The Peer Circle
Private discussion threads, live workshops, office hours, accountability groups, and guest expert sessions. Confidential by design, high-signal by curation. Chatham House Rule throughout.
Peer reviewsWorkshopsOffice hoursExpert sessions
3
Component 03
Client-Ready Kits
Governance, reporting, control, and oversight kits — templates, checklists, meeting packs, and decision logs ready to deploy. For the practitioner who needs outputs, not raw material.
Governance kitReporting kitControl kitOversight kit
4
Component 04
LFO Coach & Agents
An AI assistant trained on the blueprint. Answers navigation questions, sequences next steps, and generates first-pass document drafts. Guidance at the moment you need it — not just in a workshop.
AI navigationDoc generationStep guidance
Founding Circle

The first 30.
Permanently so.

We are opening 30 founding seats for the initial cohort. This isn't an early-bird discount — it's a permanent status for the operators who helped shape what Circle 26 becomes. Once these seats close, they don't reopen.

30
Total founding seats
◈
Lifetime access, one payment
Pay once. No renewals, no annual fees, no price increases — ever. Grandfathered into everything Circle 26 builds from here.
◉
Private Founding Circle group
A separate, tighter circle within the platform — for the 30 founders only. More candid, more direct, and accessible only to those who built this with us.
◐
Roadmap voting rights
Quarterly input on product direction. New tools, new blueprint modules, new features — founding members shape what gets built and in what order.
⊕
Early access, always
First access to new features, modules, and tools before general release. No waiting for rollout cycles — founding members are always first in.
◇
Permanent recognition
Founding Circle badge across all platform touchpoints and a permanent place in the founding member registry — visible to all future members.
⊗
Nomination rights
The ability to nominate future members for consideration. The quality of the circle stays yours to protect — not just ours to manage.
Admission is selective.
Applications are open now.

We review each application to keep the first cohort small enough for high-touch onboarding, and to make sure members share a collaborative, confidential practitioner culture. If accepted, you'll receive an invitation to confirm your seat and begin onboarding.

Request an invitation →
30 seats · Invite only · Closes permanently