For the family’s de facto steward — $150,000+ a year
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.
Three questions, under a minute. If it’s a fit, you’ll pick a time with Mershard.
You run your business like an institution. Rocks. Scorecards. A real operating system. Your family runs on you remembering everything, alone.
You’ve spent years building a business that runs without you. Nobody ever showed you how to build a family that does.
What Good Stewards Does
A safe place to talk about money. A system that makes the money move.
The Table
A moderated, safe place for the money conversations your family has never had — with rules, so everyone speaks and nobody fights.
The Setup
We build everything the family decides on — your family’s investment club: the legal entity, the pooled account, the rules and the votes. You talk. We execute. Live in 90 days.
The Technology
Money drawn automatically every month into the family’s own account — invested together toward your family’s number, and invested in your family when it matters: the tuition gap, the rent month, the ticket to where someone needs to be. Every dollar voted. Everything visible to everyone.
One table. Two returns — on the money, and on the family.
Your family’s two numbers · An hour at the table · Your family office, built in 90 days — guaranteed
Three questions. Under a minute. No math, no documents.
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.
- See if you qualifyThree 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 — and where your rough numbers become real ones.
- 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 quietly costs most stewards tens of thousands 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 — first contributions cleared by day 90, guaranteed.If your family’s family office isn’t live by day 90, you get every dollar back. Day-90 Guarantee terms apply.- 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. My dad and my uncle were the ones everyone called — until we built something that took the calls instead. Twelve years later: ten annual family summits, and five million dollars in identified assets.
See if you qualify.
Three questions, under a minute. You’ll see your family’s Runway and KIN — and if it’s a fit, pick a time with Mershard.