01What would we get from it?

Build the relationships.
The opportunities follow.

A private membership built around the family office.


Sometimes you don’t need another advisor. You need another family office.

FAMILY OFFICES Capital · Perspective OPERATORS Build · Execute INVESTORS Participate · Connect CAUSES Purpose · Participation WEALTHVERSE Relationships & opportunity
  • Family officesCapital · Perspective
  • OperatorsBuild · Execute
  • InvestorsParticipate · Connect
  • CausesPurpose · Participation

02Why would we use it?

  • Monday, I want to meet someone.
  • Tuesday, I’m looking at an opportunity.
  • Thursday, I want to ask another family how they handled something.
  • Saturday, I’m going to F1.
  • Next month, there’s a cause I want to get behind.

ConnectDeployAskEnjoyImpact

Whatever brought you in that day, you don’t need a deal to have a reason to come back.

03Who gets access to us?

Not everyone.

  1. 01No public member directoryYour name is not inventory.
  2. 02No purchased accessYour attention cannot be bought.
  3. 03Observers look, not participateSee the room before entering it.
  4. 04Entry isn’t automaticA member vouches. We verify.

04What happens after we meet?

The event ends.
The relationship doesn’t have to.

The people you’ve met, the conversations you’ve started and the context between them stay in the same private place.

05Where would we sit?

How do you want to participate?

AnnuallyWhat it is for
ObserverComplimentaryLook inside before deciding.
Member$2,400Participate in the community, Circles, Experiences, Exchange and Perks.
Principal$9,600For principals and family offices who want a deeper role.
Institutional$24,000Five seats, for a team that participates together.

What did the last event require?Registration · Travel · Hotel · Time

06Why believe any of this?

Don’t join Wealthverse. Not yet.

We’re new. The room is still small. We’re keeping it that way while we build it carefully.

Enter as an Observer and see what’s actually inside.