Your path
You don’t choose a package. You find your next step.
GCG is a path you move along as your family’s life grows more complex — starting free, and going only as far as you need.
The path
Readiness Assessment
See where your family stands. Fifteen questions, three minutes. No card, no obligation.
Free
Opportunity Roadmap Session
Includes the guided session plus your Family Alignment File, your Risk & Gap Assessment, and your baseline Alignment Index. One clear price, because it’s one clear step. If you begin Coordination within 30 days of receiving your deliverables — by signing the agreement and paying the first month — your full $3,500 is applied to that first month.
$3,500
One Time
Coordination Engagement
Monthly coordination, your Advisor Map, your 12-Month Action Plan, Family Meeting Packets, a Dashboard kept current, and your Index re-scored each cycle. Priced to what your situation actually requires — the number of advisors, the entities involved, and the moving parts in your plan. Within that, the entry point is more accessible than most families assume; we define it together, plainly, once we know your picture.
Scoped to your family
Ongoing Governance
Your Annual Legacy Review and facilitated Family Governance. The Annual Legacy Review is one deliverable within this ongoing relationship. Priced by scope, because no two families’ governance needs are alike.
Scoped to your family
What you’re actually paying for
You’re not paying for meetings. You’re paying for movement.
Every engagement is measured. You’ll see your Alignment Index move — from the day we baseline it to every cycle after. That movement is the transformation you’re paying for, and the one number that tells you it’s working.
GCG coordinates the professionals who serve your family; it does not replace them. Fees charged directly by your CPA, attorney, insurance, or investment professionals are separate and paid to them.
Wherever you’ll land, the first step is the same.
Free · 3 minutes