
Investment Programs
Transparent investment tiers designed to grow and protect generational wealth for Atlanta families and emerging investors.
Services

Custom portfolio management aligning with your risk profile, timelines, and goals, integrating public markets, alternatives, and Atlanta opportunities.

Comprehensive wealth planning covering tax efficiency, retirement income, estate strategies, and business exits to support lasting generational wealth.
Pricing
Core Growth
Foundational Portfolio: Minimum commitment of $25,000 with a simple 1.25% annual advisory fee, no performance fee, and transparent third‑party custodian costs. Ideal for emerging investors focused on disciplined, long-term growth and laying the groundwork for generational wealth.
Diversified portfolio
Quarterly reporting
Tax optimization
Risk management
Legacy Elite
Strategic Growth Portfolio: Minimum commitment of $250,000 with a 1.0% annual advisory fee plus a performance-based incentive aligned with your upside. Designed for serious investors seeking access to curated private deals, Atlanta-focused real estate opportunities, and active wealth-building strategies for future generations.
Estate guidance
Atlanta focus
Co-invest access
Dedicated advisor
About
Built For Generational Wealth
We pair institutional research with disciplined risk management and Atlanta market insight to uncover durable opportunities others miss, compounding your capital confidently across generations.
