Plans and pricing
Choose the access model that fits your household, practice, or growth engine.
The Family Office suite includes access paths for clients, partner-network professionals, and firms that want deeper AI-powered marketing and automation support.
Client plans
For homeowners, households, and business leaders.
Start with Silver and scale up as your planning needs grow.
Getting started
Silver Plan
Your first step into a Family Office experience.
$79
USD / user / month, billed annually
Best for homeowners and individuals
- Basic advisor access
- Professional introductions
- Estate planning guidance
- Limited insights
- Concierge support
Most popular
Gold Plan
A coordinated household command center.
$99
USD / user / month, billed annually
Best for couples, families, and growing households
- Everything in Silver
- Mobile app access
- Household dashboard
- Strategic planning tools
- Annual strategy session
- Concierge support
Best value
Platinum Plan
Your personal and business Family Office.
$299
USD / user / month, billed annually
Best for business owners, founders, CEOs, and professionals
- Everything in Gold
- Dedicated Family Office Advisor
- AI tools + CRM coordination
- Business planning
- Quarterly strategy sessions
- Concierge support
Partner plans
For licensed professionals building inside the network.
Getting started
Starter Partner
Perfect for individual advisors joining the Family Office network.
$299
USD / user / month, billed annually
Perfect for new partners
- Partner Network access
- Client referral opportunities
- Basic CRM & contact management
- Client appointment scheduling
- Email and calendar integrations
- Basic reporting dashboards
- Concierge support
Most popular
Professional Partner OS
Turn WealthCloud360 into your full operating system.
$599
USD / user / month, billed annually
Perfect for growing partners
- Everything in Starter
- Full FSC-style operating access
- Custom pipelines & deal tracking
- Automated workflows for leads & referrals
- Reporting dashboards & analytics
- Advanced household relationship mapping
- Revenue tracking dashboards
- AI appointment integration
Best value
AI Family Office Partner
A full AI-powered Family Office partner platform.
$999
USD / user / month, billed annually
Perfect for elite advisors joining the network
- Everything in Professional Partner OS
- AI property and equity insights
- Auto-generated PDF reports
- Automated advisor assignment
- Smart follow-up automation
- AI outreach and classification
- Meeting booking automation
- Enterprise dashboards
Marketing plans
For firms that want outreach, campaigns, and growth operations.
Getting started
Silver Marketing
A proactive marketing and automation partnership for firms building their growth foundation.
$999
USD / user / month, billed monthly
Foundation access
- CRM-lite dashboard
- Basic lead access
- Appointment booking
- Standard automation
- Branded messaging
- Email marketing & content creation
- Quarterly growth campaigns
- Monthly performance report
Most popular
Gold Marketing
Scaling advisors with enriched automation, lead routing, and coordinated outreach.
$1,499
USD / user / month, billed monthly
Growth access
- Everything in Silver
- AI SDR + outreach automation
- Data enrichment access
- Priority lead routing
- Advanced workflows
- Lead nurturing and scoring
- Virtual assistant support
- Inbound and marketing automation
Best value
Platinum Marketing
Multi-channel growth automation on an enterprise-ready AI foundation.
$2,499
USD / user / month, billed monthly
Enterprise / Family Office access
- Everything in Gold
- Dedicated AI automation engine
- Premium deal flow opportunities
- Multi-channel campaigns
- Custom integrations
- Concierge support
- Executive assistant support
- Opportunity management