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Our Partners
Trusted advisors and master artisans for legacy families.
Insurance and Estate Strategies
Estate Planning Attorney & Insurance Consultant
Phoenix, AZ, USA
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Available Nationwide
Estate planning attorney helping families build wealth transfer systems that actually survive to the next generation.
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David C Barnett
Acquisitions & Exits
Moncton, NB, Canada
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Available Internationally
We help people buy and sell small businesses via education and consulting services.
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Matthew John Heath
Security Consultant
Washington, D.C.
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Available Internationally
Security and crisis preparedness advisory for family offices, companies, and internationally exposed high-net-worth families.
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Elite Educational Development
Private Household & Education Staffing
London & Dubai
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Global Placements
Hand-matched tutors, governesses & household staff for HNW & UHNW families. Discreet, fully vetted. Long-term partnerships.
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Padi Goodspeed
Mortgage Services
Northern California, United States
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Servicing Nationwide
Mortgage professional with 22+ years of experience and $2B+ in funded loans guiding clients through home financing.
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Avalon Circle
Business Succession, Family Governance, Tax Compliance
Dallas, TX
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Available Internationally
Helping families turn business insights into IP that drives governance and delivers near-term tax advantages.
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Oliver Investments
Financial Advisor & Planner
Damariscotta, ME, USA
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Available Nationwide
Financial planning for families focused on freedom, land, and building wealth across generations.
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Borger Capital Group
Multi-Generational Wealth Structuring
Wisconsin, United States
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Available Internationally
Helping families build and protect lasting wealth through long-term planning and tangible assets.
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Dariba
Tax Experts
Plover, WI, USA
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Available Nationwide
We go beyond compliance: tax planning and bookkeeping that uncover savings, boost profits, and guide your next move.
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Gen Wealth Managment
Wealth Advisor & Retirement Planner
Vancouver, Canada
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Available Nationally
Wealth advisor for building, preserving, and passing on wealth. Retirement, estate, and education planning.
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The Liberty Cigar Company
Handcrafted Premium Cigars
Milltown, Alabama, USA
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Ships Nationwide
Handmade cigars crafted to reflect the personalities of seminal figures in American history.
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Classical Conversations
Homeschool curriculum and support services
USA
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Available Internationally
Classical Conversations equips parents to classically educate their children at home within a thriving Christian community.
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Avus
Legacy Writing
Limassol, Cyprus
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Available Internationally
Commissioned narratives for dynasty founders, hand-bound by Florentine artisans in leather and gold leaf.
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Ian Dolan Consulting
Digital Marketing Consultant
Houston, Texas
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Available Globally
Delivering expert digital marketing management. Services include PPC (Google, Meta , Reddit & X Ads), SEO, and web dev.
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Ben Black
Generational Succession Strategist
New Zealand
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Available Internationally
Guidance for families navigating trust, succession, and continuity across generations.
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Bill Raymond
Preparedness Consultant
Boston, MA
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Available Internationally
20 year veteran helping families protect themselves against disasters and major disruptions.
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