Frequently Asked Questions

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Family Wealth & Governance

What is Family Wealth & Governance?
Family governance is the structure, communication, and shared decision-making that allows a family to steward wealth across generations. At Strategos Group, we help families define roles, align values, and plan for continuity — with clarity and confidence.

What’s included in the Family Wealth & Governance engagement?

This is a full-service advisory model that includes:

Planning and facilitation of a private Family Legacy Retreat
Creation of a customized Family Roadmap
Ongoing decision support, coaching, and quarterly family engagement
One-on-one financial planning for family members
Integration with your legal, tax, and investment advisors

We call this our “family office lite” model — without product sales, assets under management, or unnecessary complexity.

What does it cost?
Family Wealth & Governance engagements start at $10,000 per month, with a three-month minimum commitment due upon signing. Retreat expenses (venue, travel, meals) are billed separately based on your family’s preferences. Ongoing work continues month-to-month based on your family’s evolving needs.

How many family members can be involved?
Our standard engagement is designed for up to six actively involved family members. If your family includes more stakeholders, we’ll tailor the approach to ensure everyone is supported.

Do you manage investments or sell financial products?
No. We are completely independent and do not sell investment products or receive commissions. This allows us to remain unbiased and focused solely on your family’s goals and clarity.

hat makes this different from estate or succession planning?
Estate and succession planning are often event-driven — about documents, taxes, or ownership transitions. We go broader and deeper: helping families prepare people, not just plans. That includes communication, decision-making, structure, and alignment — all the things that keep wealth from becoming a wedge between generations.

Fee-for-Service Financial Planning

What does your personal financial planning include?
We offer comprehensive, independent financial planning for individuals, couples, and family members. This includes:

Cash flow and budgeting
Retirement planning
Tax optimization
Risk and insurance review
Investment strategy guidance
Goal planning (e.g., home purchase, education, transitions)

How much does financial planning cost?
We charge $1,750 for a full financial plan, with follow-up sessions billed at $250/hour. There are no product sales, ongoing fees, or asset requirements. You can engage us once or return when you need us.

Can I work with you even if I’m not part of a family governance engagement?
Yes. We work with individuals and couples who simply want independent, expert advice without being sold anything. Many of our family governance clients also start this way — gaining personal clarity before bringing others into the conversation.

How do I get started?
You can book an introductory call below.