Foundation Member $149 / month
The Foundation Membership serves as the control layer of your personal administration. Through budget oversight, compliance tracking, and periodic reviews, members gain a clearer understanding of their financial and administrative landscape while maintaining full control over execution.
Annual Budget Analysis
In depth review and analyses over one year of financial activity to identify and understand personal spending patterns.
Personal Budget Snapshot | Bi – Monthly
High-level monthly overview of spending behavior. Monthly summary highlighting recurring expenses and major spending categories.
Subscription Registry | Monthly
A centralized inventory of recurring subscriptions and memberships.
Bill Buzzer | Monthly
Due-date reminders for recurring financial obligations.
Compliance Alerts | As Required
Notifications regarding upcoming expirations, deadlines, or required administrative actions.
Economic & Financial Digest | As Requested
Two curated report per year covering notable economic, financial, and market developments.
Executive Member $1,250 / month
The Executive Membership is designed for individuals seeking a higher level of organization, oversight, and coordination across their personal and financial affairs. Through ongoing analysis, structured reporting, and proactive monitoring, members receive the insight and support needed to maintain clarity, strengthen decision-making, and stay ahead of important obligations and opportunities.
This membership combines financial review, compliance oversight, asset organization, institutional monitoring, and personalized guidance into a centralized framework designed to bring greater control and visibility to the areas that matter most.
Annual Budget Analysis
Personal Cost Review → Organization + Analysis→Report & Suggestions
Review over three year of financial activity analysis & flagging guide.
Budget Analysis & Recommendation | Monthly
In depth budget analysis, focused on targeting outliers, lifestyle tracking and the flow of funds.
Economic & Financial Digest | As requested
8 curated report per year covering notable economic, financial, and market developments.
Institutional Monitor | Quarterly
Monitoring of the stance and latest activity of the leading institution in the world. Federal Reserve summaries government developments economic shifts institutional activity
Personal & Institutional Asset Registry
Bank accounts Brokerage accounts Retirement accounts Real estate holdings Vehicles Business interests Insurance policies Valuable personal assets
Record Vault Access
Compliance Active Monitoring
Personal Care Oversight
Web Image Visibility Report & Oversight | Yearly
Private Personal Requests | As needed
Does not include out-of-scope requests, in-person meetings, travel, or separately negotiated engagements.
Private Office Club $2,250 – 3,500/ month
The Family Office Club is designed for individuals and families seeking comprehensive oversight and coordination. Acting as a private administrative office, The Prelate provides ongoing monitoring, reporting, communication support, and personalized assistance to help manage complex personal, financial, and household affairs with discretion and continuity.
Include all offerings in the executive member club.
Includes Everything in Executive Plus:
Community Access
5 Year Budget Screening
Full Administrative Oversight
Comprehensive monitoring of administrative systems, records, deadlines, and obligations.
Bespoke Reporting System
Customized reporting structure built around the client’s priorities.
Quarterly Economic & Financial Digest
Full access to the government economic indicators and financial reporting analysis.
Family Coordination Support
Light coordination of household, family, and personal administrative matters.
Priority Communication Status
Priority communication and response times.
Expanded Strategic Requests
Greater scope and complexity for reporting, analysis, and monitoring requests.
Record Vault
Enhanced record management and secure document organization.
Risk Management- Personal Care & Safety
Comprehensive review of financial, personal , and operational systems to identify vulnerabilities and opportunities for improvement.
Social & Image Monitoring
Portal Access Included
Access to The Prelate’s private reporting and monitoring environment.
Private Office Review | Yearly
Dedicated review session focused on overall system performance and emerging priorities.
Institutional Asset Inventory
Personal Asset Registry
Inventory and tracking of personal assets & belongings expanding from jewelry, clothing and furniture.
Centralization of Official Activity
From taxes, health and other private documentations- we cross collaborate with your teams in order to compile and centralize documents. This is essential for future relevance, organization, visibility and compliance.
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