For the family’s de facto steward
You already run this family. Nobody gave you the system for it.
You’re the one they call — about Dad’s accounts, the will, the loan, the “can you just handle it.” You didn’t apply for the job. You just became the most capable person in the room. It’s time you had an actual system, not just a phone that won’t stop ringing.
Two questions — under a minute. No math, no documents. You leave holding your family’s two numbers.
You run your business like an institution. Rocks. Scorecards. A real operating system. Your family runs on you remembering everything, alone.
The Family Wealth System™
Most families never get past “Define.” Not because they can’t invest — because they never got organized. You can’t compound what was never aligned. You can’t align what was never defined. This is the order. You start with a conversation, not a trust.
Your path
Here’s exactly what happens, step by step — no surprises, no pressure to buy before you’re ready.
Every family gets the operating system. The price sets who does the installation.
- Take the AssessmentFreeTwo questions. Under a minute. No signup.
- See your family’s two numbers — your rough Runway and KINFreeRunway: how many months your family survives if the income stops. KIN — your Kindred Independence Number: the number at which the family no longer needs you. Rough in a minute; exact in the hour.
- Start Your 100-Year Table DiscussionFreeThe family experience. Everyone on the call, one question at a time, ending in a signed Family Charter.
- Talk it through with usFreeThe decision call — just you and us, no relatives on the line, working out whether your family should build this and in what order.
Being the family’s bank already costs most stewards $15,000–$40,000 a year in gifts and loans-that-aren’t-loans. The build costs less than one year of the problem — and ends the pattern.
The 90-Day BuildPaid$10,000 once — the institution gets built.If your family’s club isn’t live and transacting by day 90, we keep working free until it is.- ContinuityPaid$500/month, beginning after day 90 — your family’s staff, not software.
From the founder
I built this system for my own family first. I know what it’s like to be the one everyone calls — and I know what it’s like to finally have a system instead of a memory.
Take the Assessment.
Two questions — under a minute. No math, no documents, no signup.