Every Circle 26 membership includes the Wealth Clarity Session as its onboarding. It's the first thing that happens: before you touch the Blueprint or the templates, the session tells you where you stand and which three things to do first. It turns a library of method into a plan built for you. If membership is where you're heading, the session comes with it, nothing to book separately.
The assessment, properly
Ninety minutes. Ten domains. An honest verdict.
The Wealth Clarity Session is a facilitated assessment of how a family's wealth actually runs. Ten operational domains, each scored on complexity and maturity by an assessor, based on what you describe, what you evidence, and what is notably absent. You leave with a written report, a prioritised roadmap, and one of five verdicts. Take it as part of membership, or book it on its own.
Two ways to take it
The same piece of work, either way.
The Wealth Clarity Session is identical whichever route you take: the difference is only where it sits.
You don't have to join to take it. If you want an honest, independent read on your family wealth, where it's strong, where it's exposed, what to do first, you can book the session as a standalone engagement. No membership, no commitment beyond the session itself. And if you decide to go further afterwards, the fee follows you: it's credited in full against whatever comes next.
What it costs
You are never paying twice.
The €3,000 buys a complete, standalone assessment, and if it leads you to membership or a build, it comes straight off what you pay next.
Book a session
The Wealth Clarity Session
€3,000
What you receiveA facilitated 90-minute session and a written report within seven days.
If you join as a memberCredited in full against your membership.
If you commission an implementationCredited in full against the implementation fee.
Credit window90 days from your session.
How it works
What happens in a Wealth Clarity Session?
A structured 90-minute session with whoever runs the office, under NDA and the Chatham House Rule, before anything else. Interview questions across the wealth's full surface: governance, structure, investments, controls, obligations, systems, cash, family, advisers, and continuity.
Scores are assigned by the assessor after each part of the conversation, based on what was described, what was evidenced, and what was notably absent. The model spans ten operational domains, scored on the Circle 26 two-axis framework that assesses how complex each part of your office genuinely is, and how well that complexity is currently governed.
Within seven days, you receive the written Wealth Clarity Report: findings ranked by severity, anything requiring action inside 60 days escalated and explained, and a phased roadmap with an owner and an output for every action.
Self-assessment measures what you believe. A facilitated assessment measures what an assessor observes, including what you didn't mention.
The deliverable
What you leave with.
The report is yours, and it stands alone. It's written so you can act on it with us or without us, including the roadmap, in full.
- 01A domain-by-domain assessment across all ten operational areas, with a written observation on each.
- 02Your position against five possible archetypes, and why yours applies rather than the other four.
- 03The specific findings, ranked by severity, with the reasoning behind each.
- 04Anything requiring action inside 60 days, escalated and explained.
- 05A prioritised roadmap, phased, with an owner and an output for every action.
The outcome
The five possible outcomes.
The session produces one of five verdicts. Which applies is set by where your office sits on two questions, how complex it genuinely is, and how far governance is keeping pace, and the report shows the verdict against its four alternatives, so it reads on evidence rather than on trust.
Genuinely Simple
Not yetInformal governance still suits the complexity.
Well-Governed & Simple
Already operatingA lean office is effectively in place.
Developing
Lite structure recommendedReal complexity, governance behind it.
Well-Governed & Complex
Optimise & completeSophisticated and already running.
Ungoverned Complexity
Full implementationActive risk accumulation.
The verdict follows from the assessment, not from the fact that a session took place. If governance is keeping pace with your complexity, the report says so and recommends nothing.
Where it leads
Three reasons people take it.
People commonly take the session for one of three reasons, and it leads somewhere different for each. Whichever it is, the session comes first, because nobody should recommend a path before seeing the office.
To join.
You already suspect membership is right, and the session is where it starts: the onboarding that tells you where to begin. The fee is credited in full.
To decide.
You're not sure you need any of this. The session gives you an honest answer, sometimes not yet, and if you do go on to membership or an implementation, the fee follows you.
To build.
You have real complexity, a dated event ahead, and want it built rather than learned. The session is the first stage of that engagement, and it's credited in full against the implementation.
Questions people ask
Common questions
Do I have to become a member to take the session?
No. You can book the Wealth Clarity Session entirely on its own, with no membership and no commitment beyond the session. If you go further afterwards, membership or a build, the €3,000 is credited in full against it, within 90 days.
How is this different from the free assessment?
The free assessment is a five-minute self-assessment, you answer, and it scores what you report. The Wealth Clarity Session is a facilitated 90-minute assessment in which the scores are set by an assessor, based on what you describe, what you evidence, and what is notably absent. Self-reported and assessed scores differ more often than people expect.
Who should be in the session?
Whoever runs the office, the principal, the chief of staff, or the family office manager, and ideally, for the succession and continuity part, one other family member. The more of the picture in the room, the more accurate the read.
What if the verdict is that we don't need you?
Then that's what the report says. Not yet is one of the five outcomes, and we'd rather tell you informal governance still suits your complexity than sell you a structure you don't need. It's the one case where €3,000 is the beginning and end of what you spend.
How soon can we do it, and how does booking work?
Book a session and confirm a date on the booking page; sessions are usually scheduled within two to three weeks. The written report follows within seven days of the session.
Start where the wealth actually stands.
Book the session on its own, or take it as the onboarding to membership.