Pricing

Three ways to begin.

The hour, the ninety days, or the hundred years. Running your club is free — forever, for as many members as you have. Everything below buys labor and certainty, never features.

First, the honest part

What doing nothing costs.

There is no version of this where your family costs nothing. There is only the version where the cost is invisible and lands on one person, and the version where it is on the books and lands on a system.

What the problem costs now

$15,000–$40,000

a year

That is what being the family’s bank already runs most stewards — the gifts, the loans that were never really loans, the tuition, the roof, the month someone could not cover rent. It repeats every year, and it never builds anything. The build below costs less than one year of it, and it ends the pattern.

What the category costs

$50,000+

a year

A multi-family office runs $50,000 a year and up. Family-governance facilitators charge ultra-high-net-worth families five figures for the meetings alone. Nobody at that price opens a single account for you — you leave with a well-run conversation and the same to-do list.

What replacing it piece by piece costs

$9,000–$15,000

à la carte

Attorney entity work, estate documents, a facilitator, the software, and someone to coordinate it all — roughly $9,000 to $15,000 bought separately, before anybody has run a single family meeting. And it still never happens, because no one coordinates the coordinators. Every piece waits on the piece before it, and the whole thing waits on you.

The hour · free

The 100-Year Table — free, no account. A guided session that gets your family talking about money before you build anything. One question at a time.

You leave the hour holding three things: your Runway — how many months your family survives if the income stops — your KIN, the Kindred Independence Number at which the family no longer needs you, and a signed Family Charter.

The assessment gives you the rough numbers in a minute. The hour gives you the real ones — computed together from your family’s actual figures — plus a signed Family Charter.

Want the physical version? The 100-Year Table box — question deck, steward's coins, family charter.

See the Table →

I moderate every founding session myself. Ten founding families, built five at a time. When those seats are taken, founding terms close.

The 90 days

You talk. We execute.

The filings, the account, the onboarding, the ratification — done for you, on a calendar, ending in money that actually moved. What you get for it is not a document set. It is an institution with a birth certificate.

$10,000

One-time. $2,500 deposit to begin.

Less than one year of what the family already costs you. Here is the calendar:

  1. Day 1–15Entity filedThe investment club is a real legal entity in your state.
  2. Day 15–25EIN issuedThe IRS knows it exists. It can hold an account in its own name.
  3. Day 25–45Brokerage account openThe club’s own account, opened and funded-ready.
  4. Day 45–60Members onboardedYour founding members in, verified, and able to vote.
  5. Day 60–75Charter ratifiedThe family signs. The rules exist before they are needed.
  6. Day 90First contributions clearedMoney in the account, matched to the member who sent it.

The guarantee

First contributions cleared — day 90, guaranteed. If your family’s family office isn’t live by day 90, you get every dollar back.

Read the Day-90 Guarantee terms →

Your $2,500 deposit is fully refundable until your kickoff call. Decide tonight; de-risk it completely.

Your part is two signatures and a nudge. We run the identity chase — every reminder, every escalation, in your name — but the one thing we cannot do is be the person who tells your family it’s real.

What you hold in week one

Ninety days is a long time to feel nothing. It is not ninety days before anything is real:

Day 1Your vault opensBefore an entity exists, the documents do. Upload the will, the deed, the policies — filed, dated, and searchable the same afternoon.
Day 1Your two numbers, exactlyRunway and KIN, computed from your family’s real figures rather than the one-minute estimate.
Week 1Your crest and your nameThe family votes. What they pick goes on the charter, the reports, and everything the club produces after it.

What is actually in it

Everything the ten thousand contains.

The institution, built

$6,000

The four things that turn a family group chat into an entity that can hold an account. All of it is ours; you sign twice.

Entity filed in your stateFormation, operating agreement, officers named and decision rights recorded — filed by us, signed by you.$2,500comparable
EIN issued, tax year setA federal tax ID in the club’s own name, with the tax year and election set correctly the first time.$500comparable
Brokerage account openedTitled to the entity, never to you personally. Document pack assembled, application run, funding rails connected and tested.$1,500comparable
Founding members onboardedWe run the identity chase — all six escalation rungs, in your steward’s name. The part every family stalls on is the part you do not do.$1,500comparable

The family’s system, installed

$12,799

The software is free to run — but nobody installs it. This is it installed, with the parts of a family office a document set never contains.

Family Constitution and Founding CouncilThe one-page charter grown into the governing document: how money moves, who approves it, what happens when the family disagrees. Ratified and signed.$4,000comparable
The family’s operating rhythmA dashboard every household reads the same way, the investment strategy that says what this family will and will not own, your KIN written into it as a target, and a meeting cadence that survives a busy quarter.$1,500comparable
Family crest and identityYour family’s name, values, and crest — designed, voted on by the family, and carried through everything the club produces.$500comparable
The Family Vault, uncappedEvery document a family needs on its worst day — filed, dated, and reachable. Every family member, every adviser, unmetered storage and questions. Expiry reminders, an assistant that reads the index, and access for the attorney and the executor without handing them the keys to everything.$1,200comparable
The exit, written before it is neededWhen a member wants out — or marries, or dies — it is a form and a number, not a lawsuit. Withdrawal agreement, transfer, and a capital account per member kept current from day one.$2,500comparable
A concierge and a live build trackerA named person in a message thread for ninety days, and a dashboard showing exactly which day you are on, which milestone is moving, and what is next.$3,000comparable
Automatic contributionsContributions arrive on their own each month, already matched to the member who sent them.$99our price

The professional work, delivered

$5,800

Produced with licensed partners, on our clock rather than your calendar. Never the reason to buy the build — but never an upsell either.

The year’s tax strategyBuilt for your club and walked through with your officers — with wash-sale monitoring, harvest opportunities flagged, and quarterly estimates running underneath it all year.$2,500our price
K-1s and the tax closeYour partnership return package and a K-1 for every member, generated from the ledger you already keep.$300our price
The family’s estate planDocuments produced with Trust & Will and licensed attorneys where a state requires one — then the four failure modes documents alone never close.$3,000our price

And the first quarter after day 90

$1,500

The build ends on a day. Families do not. The three months where a new institution either becomes a habit or becomes a folder are the three months you do not pay for.

Continuity, months 4–6 — includedFacilitated family meetings, the numbers report, and the Return on Family report, for the first quarter after the build — then $500/month only if you keep it.$1,500our price
Bought separately$26,099
The Family Office Build$10,000

You do not pay $16,099 of that. And the line that makes all the others work is not on the list at all: somebody whose job it is that each one happens, in order, by a date.

Figures marked “our price” are what we charge for that service on its own. The rest are comparable costs — what the same work runs bought separately — and are estimates, not quotes. Third-party filing fees, franchise fees, and registered-agent fees are passed through at cost and are not included in either column.

The 100 years · Continuity

$500/month

Months 4–6 are included in the build. Billing starts in month 7, and only if you keep it.

One table, two returns. Return on Investment — your money, pooled and invested together, chosen by vote. Return on Family — your people organized, protected, and helping each other on purpose. The brokerage statement measures the first. The Return on Family report measures the second.

This is your family’s staff, not software. A family office is not a set of documents — it is somebody whose job it is that the meeting happens, the report goes out, and the returns get filed. Here is their calendar:

Every month

A facilitated family meeting — we run it, you preside
Minutes written and sent, without anyone taking notes
The numbers report, delivered — where the family stands

Every quarter

The Return on Family report — what the family gained that a balance sheet does not show

Every year

The partnership tax return and a K-1 for every member
The Annual Family Summit, produced — data pack, agenda, facilitation guide; you preside
The printed Family Annual Report

When a money moment lands

A death, a windfall, a sale, a big decision — coordination on call, at the moment it matters

Across six households, $500 is $83 each. The club can be billed directly, so it stops being one person’s line item.

Anyone can start a family institution. Membership is how it’s still running in year five.

Or install it yourself

Every family gets the operating system. The price sets who does the installation.

Nothing below unlocks a feature the build has and free is missing — the software is the same software. What free does not come with is anyone to do it, and a deadline by which it is done.

Run your club

Free

No card. No trial. However many members.

Unlimited members
Proposals, voting, and governance
Ownership ledger kept current
Connect a brokerage and execute trades
The Family Vault — every family member, no seat limit

What it does not include

Automatic contributions — your family funds the club directly
K-1s and the tax close
The year’s tax strategy
Estate planning
Unmetered vault storage and Sage answers — free clubs have a monthly ceiling
And the whole of it is yours to install, on your evenings

The first four are sold separately below, and every one of them is inside the build. The fifth is not for sale at any price — it is the evenings, and only you have those.

Running it yourself? Add what you need

For self-serve clubs only. Each is a separate yearly service — take one, take both, or take none. The club runs either way, and the build and Continuity already cover both.

Automatic contributions$99/year

Contributions arrive on their own each month, already matched to the member who sent them.

K-1s and tax close$300/year

Your partnership return package and a K-1 for every member, generated from the ledger you already keep.

For self-serve clubs. Continuity families already have this — the partnership return and every member’s K-1 are part of the membership.

On automatic contributions, your payment processor bills the club directly at its published rate. We don't mark it up or take a share of what your family invests.

Estate

An estate plan fails in five ways. Documents are one.

Probate consumes 3–8% of estate value — before anything reaches anyone. And the family that gets hurt is rarely the one with no documents. It is the one where the documents exist and four other things are true:

01CompletionThe plan was started and never finished. A draft will is not a will.
02Family-wide coverageYou are covered. Your parents and your siblings — the people whose estates will actually land on you — are not.
03CommunicationThe documents exist and nobody knows what they say, so the family litigates its way to the answer.
04The vaultNobody can find the policy, the deed, or the account without calling you first. That is the whole failure mode you are trying to end.
05MaintenanceIt was right in 2019. Since then: a marriage, a birth, a house, a business. Beneficiary designations outrank the will, and they went stale.

We close all five. Documents are produced with Trust & Will, our document partner, and licensed attorneys where a state requires one. We handle the rest: coverage across every household that will land on you, the conversation that keeps the family out of court, the vault so nobody has to call you to find anything, and the annual review that catches the beneficiary designation you forgot.

Included in the Family Office Build. Available on its own at $3,000/year for families running themselves.

Good Stewards is not a law firm and does not provide legal advice. Estate documents are prepared by our document partner and, where required, by licensed attorneys.

Start with your two numbers.

Two questions, under a minute, free — your family’s rough Runway and KIN. The exact numbers come free in the hour. Everything on this page is easier to price once you know both.

Good Stewards provides the platform, coordination, and governance. Legal, tax, and investment services are delivered by licensed partners. Every decision is made by your family.