The Diagnostic + Self Implementation | A data-driven audit of your financial architecture against Private Bank standards.
16-Page Assessment: Quantitative analysis of Structural and Behavioral markers.
Implementation Roadmap: A prioritized, tactical checklist for corrective action.
Leakage Identification: We pinpoint exactly where taxes, debt, and sequencing errors are eroding your wealth.
Peer Benchmarking: See how your wealth conversion compares to the top 1% of your cohort.
Tier 2: $5,000
The Engineered Strategy + Melqart-Assisted Implementation | We move from auditor to architect, ensuring your diagnostic findings become reality.
Includes Tier 1
Direct Coordination: We lead the execution with your CPA, Attorney, and Brokers to ensure the strategy is installed correctly or work with our 3rd party partners.
Annual Check-In: $500 / year
Annual Re-Benchmarking: A full data refresh to account for new income, assets, and milestones.
Milestone Mapping: Proactive structural advice for life changes (new home, new child, career pivot, or state moves).
Continuous Monitoring: Identifying new tax or liability exposures as your net worth grows.
