Pricing
We don't believe in hiding fees behind fine print. Here's what you'll pay to build a real wealth preservation strategy. No surprises. No upsells. Just clarity on protecting your family's future across generations.
Foundation Plan
Essential documents and basic structure. Covers wills, powers of attorney, and initial tax assessment. Right for straightforward estates under €500k.
- ✓ Will preparation and execution
- ✓ Durable power of attorney
- ✓ Healthcare directive
- ✓ Basic tax overview
- ✓ One annual review meeting
- ✓ Digital document storage
Legacy Plan
Complete strategy with trust structures. Multi-generational planning, tax optimization, and ongoing management. Ideal for estates €500k to €2M with family complexity.
- ✓ Revocable living trust setup
- ✓ Estate tax minimization plan
- ✓ Trust funding assistance
- ✓ Beneficiary coordination
- ✓ Quarterly strategy reviews
- ✓ Digital asset inventory
- ✓ Family governance framework
Dynasty Plan
Bespoke wealth architecture for high-net-worth individuals. International structures, business succession, philanthropic planning. For those protecting €2M+.
- ✓ Multi-jurisdictional planning
- ✓ Business succession strategy
- ✓ Charitable giving structure
- ✓ International trust options
- ✓ Monthly advisor access
- ✓ Real estate coordination
- ✓ Customized tax strategy
Pricing FAQ
Do you charge extra for updates?
Not within your plan year. Major life changes—marriage, children, significant asset shifts—we handle those in included reviews. If you need strategy rewrites outside your plan scope, we'll quote that separately. But most clients? They're covered.
What about ongoing management after setup?
Setup fees are separate from management. We offer annual retainers (€1,200-€3,600 depending on complexity) for ongoing adjustments, trustee guidance, and beneficiary coordination. Think of it like insurance—you pay once to set it up, then a small amount to keep it running smoothly.
Can we start with Foundation and upgrade later?
Absolutely. We build on what exists. If you start Foundation and your situation changes—business sale, inheritance, tax law shifts—we'll upgrade you to Legacy or Dynasty without redoing basic work. You only pay the difference.
Are there costs beyond your fees?
Yes. Court filing fees for probate (if needed), trust administration costs, property transfer taxes depending on jurisdiction. We estimate these upfront. Our fees? That's just our service. Everything else is transparent breakdowns before anything happens.
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
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