We curate an expert network

In collaboration with our Advisory Council of former CEOs, policy-makers and ultra-high-net-worth family office executives, we’ve developed an extensive diligence process for advisers we partner with.

Your Wealth Profile

  • Annual Income


  • Industry

    Venture Capital

  • Milestones

    Buying a Home

  • Multiple K-1 Filings
  • Alternative Investments
  • Financial Planning

Finding the right
advisers starts with you

Answer questions about you, your financial background, your goals and milestones to inform the recommendations we provide you.

Build Your Wealth Profile

Receive personalized adviser recommendations

Based on your Wealth Profile, our algorithm will recommend advisers for you based on your needs, whether within Financial, Tax, and/or Estate Planning.

Find Your Advisers

Legal Advisers


Johnston, Kinney
& Zulaica LLP

  • California Practice
  • LGBTQ Estate Planning Expertise
  • Female Adviser

Meet with and select your adviser

Take our curated list of recommended advisers, consult with the ones you like, and ultimately choose the one that is right for you.

Find Your Adviser

Your personal concierge

Throughout this entire process, our Concierge team is here to help with any questions you may have. They will also schedule all meetings with advisers before you make a selection.

Get Started