MEMBERSHIP Journey

The Dynasty Journey.

From foundation to legacy, we guide you through the strategies, tools, and mindset shifts that turn ambition into generational impact.Are you ready to design more than wealth? Not for everyone, only those who seek generational impact, deep relationships, and curated opportunity.

Onboarding Journey

The Legacy Induction.

1.

Welcome

A personalized video message and dashboard walkthrough set the tone for what’s ahead.
2.

Legacy Profile

Members complete a full-spectrum intake covering financial, emotional, spiritual, and relational goals.
3.

Dynasty Profile

Within 72 hours, members receive a custom roadmap with recommended tools, advisors, and affinity groups.
4.

Matchmaking Call

A 1:1 strategy session helps define goals, unlock support, and connect with aligned members or mentors.
5.

Ecosystem Access

Members are invited into curated circles, events, on-demand resources, and private deal rooms.
MEMBERSHIP incentives

Build Your Legacy.

Not for everyone, only those who seek generational impact, deep relationships, and curated opportunity.

Unlock New Rooms.

Gain access to curated experiences, expert briefings, and intimate salons.

Advance with Intent.

Connect with a circle of creatives, entrepreneurs, and leaders all committed to long-term legacy.

Design Your Blueprint.

Use private tools and insights normally reserved for the
ultra-connected.

Legacy Over Limelight.

We reward members who commit
to community, knowledge, and positive impact.

Character Is Your Credential.

Wealth alone doesn’t grant access your intent and contribution do.

STEWARDSHIP SUITE

Earn Your Seat.

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Seasonal Check-Ins

Bi-annual (or monthly for elite tiers) check-ins to reflect, recalibrate, and recommit.

Legacy Lab

Annual strategic workshops to deepen your household’s wealth practices—from estate planning to leadership transfer.

Member Concierge +
Advisor Access

On-demand support and specialist insight, available as your life evolves.

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Retreats + Private Events

In-person experiences designed to renew your vision, expand your circle, and reinforce your legacy.

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