Step 5 of 6 — Transition Coaching

Build the knowledge.
Own the decisions.

Six structured modules covering every dimension of inherited wealth — at your pace, in any order. Skip what you already know. Prove it with the quiz.

Engagement fees

Choose your engagement.

Coaching modules are free for all registered members. Full advisory engagements are fixed-fee — no hourly rates, no scope creep.

📅 Book a free 30-min discovery call first

Starter
Inheritance Map
USD 2,500
Fixed fee · 2 sessions
  • ✓Complete inheritance map document
  • ✓Asset inventory across all jurisdictions
  • ✓90-day decision agenda
  • ✓All 6 coaching modules (self-paced)
Most popular
Standard
Full Engagement
USD 3,500
Fixed fee · 4 sessions
  • ✓Everything in Starter
  • ✓Decision triage & 90-day plan
  • ✓Behavioural profile + coaching notes
  • ✓Vetted specialist introductions (2)
  • ✓Community access 12 months
  • ✓60-day follow-up session
Comprehensive
Complex Estates
USD 5,000
Fixed fee · 6 sessions
  • ✓Everything in Standard
  • ✓Multi-jurisdiction complexity (4+ countries)
  • ✓Business succession analysis
  • ✓Specialist introductions (up to 5)
  • ✓Personal governance framework draft
  • ✓Annual review session (12 months)

All prices USD. Card, PayPal, and BNPL accepted (Klarna, Afterpay, Zip, Tabby). Not sure? Book a free discovery call first →

Six modules

Choose your starting point.

Skip any topic you've already mastered — just pass the quiz to mark it complete.
💡
Already familiar with a topic?
Click any topic, scroll to the quiz, and mark it complete by scoring 3 out of 4. No need to read the full module.