Apply for Membership

Select your role

Choose the option that best describes your position. This helps us route you to the appropriate application and ensures we understand your context from the start.

Option 01
Founder / Principal
You own or lead the family wealth. You make final decisions on governance, investment policy, and strategic direction. You're building or refining the operating layer for your family.
Option 02
Executive / Advisor
You coordinate complexity on behalf of a family. You operate as COO, CFO, CIO, trusted advisor, or senior executive responsible for implementing systems and managing the day-to-day operating layer.

Admission is selective by design. We review each application to ensure cultural fit and to keep the first cohort small enough for high-touch onboarding.