SERVICES
Wealth Mentorship for High Net Worth Individuals
Be Smarter, Safer, and More Resilient.
No matter where you are in your journey of wealth accumulation, Wealth Mentorship can help safeguard your future. It’s not only about preventing financial wipeouts, but also about protecting your physical and mental wellbeing, creating the proper mindset for wealth sustainability, and leveraging the win-and-loss experiences of someone who’s been through it all. We’ll help you avoid the landmines to protect your present, your future and your family.
Wealth Preservation Audits
Our Audits look far beyond those of number-crunching accounting firms. Together, we’ll examine your businesses to uncover signs of loop-hole deals, risky business practices and hidden malfeasance. We’ll also examine lifestyle issues and family dynamics to assess the overlooked but insidious exposures brought on by spending habits, substance abuse, infidelities, infighting and the like.
Customized Strategic Plans
Based on the exposures and opportunities identified during the Preservation Audit, together we will create a customized, strategic plan to mitigate your unique risks and create a roadmap to protect your future.
The services are scheduled and delivered in person, in a two days session, in the English language. We generally work on a retainer fee basis, US $10,000. We normally travel to you, or we can meet in a convenient central location.
There’s no extra charge for services delivered within Europe. For all other continents, transportation and accommodation incur additional costs. For non-English speakers, we recommend using a professional interpreter during our conversations.
Trusted Negotiator
Attorneys and financial advisors may understand the letter of the law and typical contract deals. But what they don’t bring to the table is first-hand experience with bad-faith actors skilled at turning your trust against you. Whether you’re dealing with friends, strangers or known-enemies, you need a trusted negotiator to ensure your best interests while sealing the deal with integrity and transparency.*
Sounding Board
For those moments when you need a gut-check or a second opinion, we are your sounding board. We’ll leverage our business acumen and school-of-hard-knocks expertise to be guide and mentor when needed. For matters requiring expertise beyond our capabilities, we’ll coordinate the right resources for your needs.*
Personalized Consulting
Navigating the road of wealth is not easy, often filled with extraordinary highs and crushing lows. Whether it’s helping with unforeseen business challenges, personal and family issues, or something else, leverage our unique experience to fit your needs and goals.*
* The services can be delivered in person or via remote methods (skype, teleconference, email) in the English language. Prices on request.