Persona Based Matching
Members can engage in meaningful, relevant discussions with peers who share similar life stages, challenges, and goals. By grouping members with aligned experiences—whether it’s entrepreneurship, transitioning into retirement, or navigating generational wealth—members can gain valuable insights and tailored advice.
We aim to foster trust, encourage open dialogue, and create a supportive environment where members can provide and receive constructive feedback on both personal and financial matters. This alignment ultimately enhances the impact of the program, making it a highly valuable experience for each participant.
-
Retired Early
Individuals who have retired early, typically 'FatFIRE'd through aggressive wealth accumulation. Enjoying the fruits of their financial success, and still seeking meaningful ways to invest their time and money.
-
UHNW+
At least $25M+ Net Worth, who have achieved significant financial success (usually post-exit founders) and are now searching for deeper meaning, often through philanthropy, social impact, or personal reinvention.
-
Entrepreneurs / Owners
Business executives/owners or founders actively building, scaling, or managing a business, whether it’s a small-to-mid-sized operation or a rapidly growing enterprise - across all stages of journey and industries.
-
Executive Mothers
Women juggling high-powered careers or business ownership while raising children. They are seeking support in finding balance and managing wealth that secure their family’s future and their personal ambitions.
-
High Earning Professionals
Individuals working as professionals (tech, medical, finance, etc) or corporate executives. Often face the challenges of managing substantial compensation packages, while balancing demanding careers.
-
Second Generation
Individuals who have inherited wealth. They are focused on preserving and growing their family’s wealth, while managing the responsibilities that come with generational affluence
-
Full Time Investors
Typically focused on maximizing returns from property investments, both residential and commercial. Constantly evaluating opportunities for growth, risk management, and diversification.
-
General
Any member, looking for peer support in managing their wealth, personal growth, and investment strategies across a variety of disciplines and come from diverse backgrounds.
Retired Early
Individuals who have retired early, through aggressive wealth accumulation. They are enjoying the fruits of their financial success but are still seeking meaningful ways to invest their time and money.
Likely discussion topics include:
Post-retirement purpose and passion projects
Maintaining and growing wealth in a post-work phase
Lifestyle financial planning
Travel experiences and tips
Philanthropy and charitable giving
Managing health and longevity
Ultra High Net Worth ($25M+, $50M+)
At least $25M+ Net Worth, who have achieved significant financial success (usually post-exit founders) and are now searching for deeper meaning, often through philanthropy, social impact, or personal reinvention.
Likely discussion topics include:
Meaningful philanthropy and social ventures
Legacy planning and wealth preservation
Personal reinvention and life transitions
Building social impact businesses or non-profits
Wellness investments and holistic life planning
Entrepreneurs and Business Owners
Business executives/owners or founders actively building, scaling, or managing a business, whether it’s a small-to-mid-sized operation or a rapidly growing enterprise - across all stages of journey and industries.
Likely discussion topics include:
Business growth, scaling, and succession planning
Managing cash flow and navigating uncertain business cycles
Preparing for business exit strategies (e.g., sale, succession)
Investment diversification beyond the business (e.g., real estate, alternative assets)
Balancing personal and business finances
Networking for partnerships, investment opportunities, and strategic collaborations
Managing family and business dynamics while ensuring long-term financial stability
Executive Mothers
Women juggling high-powered careers or business ownership while raising children. They are seeking support in finding balance and managing wealth that secure their family’s future and their personal ambitions.
Likely discussion topics include:
Work-life balance and raising children
Building generational wealth for children
Childcare, schooling, and education funding strategies
Estate planning and family trusts
Professional growth and self-care
High Earning Professionals
Individuals working as professionals (tech, medical, finance, etc) or corporate executives. Often face the challenges of managing substantial compensation packages, while balancing demanding careers.
Likely discussion topics include:
Stock options, equity planning, and tax optimization
Managing burnout and maintaining career longevity in high-pressure roles
Wealth preservation and growth strategies in dynamic sectors
Real estate and other alternative investments
Transitioning into board roles, consulting, or preparing for retirement
Balancing personal life with high-demand professional roles
Second Generation
Individuals who have inherited wealth. They are focused on preserving and growing their family’s wealth, while managing the responsibilities that come with generational affluence.
Likely discussion topics include:
Navigating family trusts and estate planning
Philanthropy and family foundations
Managing the family business (if applicable)
Mentorship and leadership in wealth stewardship
Balancing personal identity with family wealth expectations
Real Estate and Full-Time Investors
Focused on maximizing returns from property investments, both residential and commercial. Experienced in navigating the complexities of the real estate market and are constantly evaluating opportunities for growth, risk management, and diversification.
Likely discussion topics include:
Identifying emerging real estate markets and investment opportunities.
Mitigating risks such as vacancy rates, economic downturns, or regulatory changes.
Adding different types of properties (commercial, residential, vacation rentals).
Best strategies for using debt and optimizing loan structures.
Discussions around tax-efficient real estate strategies like 1031 exchanges or setting up REITs.
Changes in zoning laws, landlord regulations, and property tax laws.
Deciding when to sell, hold, or refinance properties.
General
Individuals seeking peer support in managing wealth, personal growth, and investment strategies. Coming from diverse backgrounds, they are united by a shared goal to learn, grow, and optimize their financial strategies across various disciplines.
Likely discussion topics include:
General investment strategies and portfolio management
Tax-efficient wealth planning and optimization
Life transitions, including career shifts and retirement preparation
Balancing investment growth with risk management
Family wealth planning and financial education
Health, wellness, and lifestyle planning for long-term success
Maintaining work-life balance while growing a business or career
