01Founding CouncilYour family has a leadership team
- Roles, seats, and terms defined
- A Family Steward to go first
- Decision rights everyone can see
- A quorum that actually meets
The Program
Build the institution your family keeps for a hundred years.
Most successful families aren’t undercapitalized — they’re undercoordinated. The Program is a guided implementation that turns scattered households into one Family Institution: a Founding Council, a Family Constitution, a KIN Number, and the Playbook to run it all.
Five families at a time — never more · By application · Reviewed personally
One Family Institution. One implementation fee. One membership. Unlimited participating households.
Implementation
One fee
The institution, stood up and ratified.
Membership
One plan
The platform that keeps it running.
Households
Unlimited
Every branch of the family, included.
The figure is stated plainly on your strategy call — no packages, no upsells, no per-seat math.
The architecture
Two layers. One family.
Cast your own relatives into the cards below. Each household keeps its own income, accounts, and plans. Above them, the institution layer is where the family coordinates — and where scattered economics become one source of truth.
The Household Layer — where money is earned and life happens
Husband & Wife
Income · Accounts · Plans
Son & His Family
Income · Accounts · Plans
Daughter & Her Family
Income · Accounts · Plans
Grandparents
Income · Accounts · Plans
+ Unlimited
Siblings · Aunts & Uncles · Cousins
The Institution Layer — where the family coordinates
Family ConstitutionFounding CouncilKIN NumberGovernance DashboardThe Playbook
One source of truthWhat your family gets
The implementation, itemized.
Every deliverable is written from your family’s side — not a feature, but an outcome your family walks away holding.
02Family ConstitutionYour values are written down
- Purpose, principles, and guardrails
- How money moves and who approves
- Membership and participation rules
- Ratified — not just drafted
03KIN NumberYou know the target
- The number the family is building toward
- Your KIN Gap, measured honestly
- A shared definition of enough
- One figure every household understands
04Governance DashboardOne source of truth
- Proposals, votes, and decisions in one place
- Every household on the same page
- Scattered economics, coordinated
- History the next generation inherits
05The PlaybookEvery decision has a process
- How a member proposes a move
- How the family votes and executes
- What happens when people disagree
- A repeatable way to act as one
06RatificationThe family has agreed
- A signed founding record
- Households formally participating
- The institution stood up and running
- A hundred-year family office begun
Why it holds
Four promises the Program keeps.
The build ends. The institution doesn’t. Here is what your family is left with when the implementation is done.
The outcome
From households to an institution
Independent households keep earning and living their own lives. Above them sits one institution that coordinates the whole family — with a name, a leadership team, and a source of truth that outlives any single member.
One agreement
Everything in one place
Your Constitution, your Council, your KIN Number, and every proposal and vote live together. No more scattered economics across a dozen accounts, group chats, and good intentions.
The moat
The build ends, the institution does not
This is not a course you finish and shelve. When the implementation is done, your family has governance that runs — a Playbook the next generation can pick up and continue.
Return on Family
Measured on the family’s terms
Success is Return on Family: a coordinated balance sheet, opportunity created for every household, and each generation moved closer to financial independence — together, not alone.
The artifact
A volume the family keeps on the shelf.
Your Constitution and Playbook aren’t a folder of PDFs. They’re one bound record — the agreement your family ratified and the process it runs by. Something the next generation can pick up and continue.
One source of truth, made to outlast any single steward.
The offer
Everything included, in one line.
No à-la-carte menu. The Program is one implementation and one membership — every piece below is part of it.
Founding Council, formed and seatedIncluded
Family Constitution, drafted and ratifiedIncluded
KIN Number & KIN Gap analysisIncluded
Governance dashboard — one source of truthIncluded
The Playbook — how your family acts as oneIncluded
Participating householdsUnlimited
Your Family InstitutionOne fee · One membership
Begin
The build ends. The institution doesn’t.
Five families at a time. By application. If your family is ready to stop coordinating by group chat and start running like a family office, this is where it begins.
Five families at a time — never more · By application