Founding-member pricing — locked for life. First 1,000 Pro members lock in $99/year · first 500 Premier members lock in $890/year. See pricing → Precios de miembro fundador — fijos de por vida. Los primeros 1,000 Pro fijan $99/año · los primeros 500 Premier fijan $890/año. Ver precios →

Fundamento
For families with $25M+ of real estate exposure

The Family Office tier.

Decisions at $25M+ of real estate exposure are not "should I subscribe to a tool" decisions — they're "who is the small team I trust to think alongside my IC for the next decade" decisions. That is what this tier is.

The team behind this tier has spent nearly two decades across the table from the region’s most established families and institutions — hundreds of projects across dozens of countries, and investment-management work recognized by an international awards program. The corridor — US · Mexico · Caribbean · LatAm — is not a market we cover; it is where the practice lives, in both of your languages. References from current engagements are available. The next step is a conversation, not a commitment.El equipo detrás de este nivel ha pasado casi dos décadas del otro lado de la mesa con las familias e instituciones más consolidadas de la región — cientos de proyectos en decenas de países, y una gestión de inversiones reconocida por un programa internacional de premios. El corredor — EE. UU. · México · Caribe · LatAm — no es un mercado que cubrimos; es donde vive la práctica, en sus dos idiomas. Hay referencias de mandatos actuales disponibles. El siguiente paso es una conversación, no un compromiso.

Co-investment · IRR profileCo-inversión · perfil de TIR Family Office
0 Net IRR 14.2%

We model the trough — capital calls before distributions — so the hold period is a decision the IC makes with eyes open, not a number on a deck.Modelamos el valle — las llamadas de capital antes de las distribuciones — para que el período de tenencia sea una decisión informada del Comité, no un número en una presentación.

Quarterly strategic review

A written deliverable, customized to your portfolio, your jurisdictions, your goals. Depth equivalent to the comprehensive family-office playbook — not generic content with your name on the cover.

Annual IC engagement

One in-person (or video) full-day session with the family principal and investment committee. We bring the asset-class disruption scorecard, the cycle read, and the recommended reallocations — calibrated to your numbers.

Named advisor in your IC

A senior advisor attends 1–2 IC meetings per year as observer or formal member. Available between meetings for diagnostic and structuring questions.

Curated co-investment access

Priority access to platform-curated deals — 1031 replacements, syndications, branded residential, Opportunity Fund vintages — vetted before they reach the wider Premier base.

Annual tax architecture audit

Entity structure review, cross-border tax efficiency, estate-planning integration. Coordinated with your existing CPA and attorney — we work with them, not around them.

Crisis-period support

During downturns or distress events, your dedicated advisor is on call. Diagnostic-first thinking, capital-structure analysis, lender negotiation, tenant relief structuring — the v4.0 playbook applied to your specific position.

Pricing

Baseline retainer

$25,000/year

For SFOs & MFOs with up to $50M real estate exposure

Premium retainer

$50–100K/year

Full-service engagement, larger portfolios, multi-jurisdiction

Per-engagement

$10–50K

Strategic review · tax audit · crisis engagement · one-time deliverable

Co-investment

By consultation

Co-investment and capital-raise structures are discussed with qualified clients.

Schedule a conversation

Most engagements start with a 30-minute exploratory call between the family principal, an existing advisor (CPA or attorney), and one of our senior advisors. We discuss what you own, what you're trying to accomplish, and whether what we offer is a fit. No pitch deck.

Book a 30-minute exploratory call

Pick a time directly on our calendar. If you'd rather give us context in writing first, use the form below.

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Currently accepting 10 new family-office engagements in 2026. Founding clients lock baseline pricing for 5 years.