We bring together high net worth individuals so they can help each other with their business and personal challenges.
In-person Meetings
Virtual Meetings
Unique help for high new worth people.
We bring together high net worth individuals so they can help each other with their business and personal challenges.
With us facilitating and moderating, we meet every month to confidentially share member interests and concerns.
What we discuss
Members set the Agenda for each meeting but we typically discuss issues such as …
Wealth Preservation
Investment Opportunities
Taxes
Philanthrophy
Travel Destinations
Raising Well-Adjusted Children
Passing Along The Wealth
Board of Advisors
Members come to each meet us facilitating and moderating, we meet every month to confidentially discuss member interests and concerns.
Over time, they become a Board of Advisors for each other.
Requirements