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The purpose of these packages is to empower individuals and families by making financial education and proactive planning accessible, regardless of their current stage or resources. They aim to foster a culture of healthy family relationships and informed decision-making, creating opportunities for meaningful conversations about wealth, security, and legacy. By connecting families with experts who genuinely care about their well-being and the broader community, these packages encourage leadership within households—especially among executive and chairman members—so they can open doors, provide support, and inspire others to achieve greater things. Ultimately, this initiative is about equipping families to do more for themselves and their loved ones while building a foundation of trust, knowledge, and shared success.
$1,800 (or $167/mo.)
+
AUM / AUA (if applicable)
Flat fee of $6,000
-or-
AUM / AUA only (for Households with a Net Worth of $600k or more)
To qualify, you must have a minimum of $5 million dollars net worth per household
AUM / AUA only
Our Group Financial Coaching program offers a structured, recurring opportunity for individuals and families to strengthen their financial foundation in a supportive, collaborative environment. Sessions are held monthly and run approximately one hour, providing real-time coaching, accountability, and practical resources such as workbooks and action plans.
This program creates a safe, non-judgmental space that is uplifting, insightful, and focused on growth. Participants benefit from expert guidance and periodic guest facilitators who bring fresh perspectives.
Core Themes Include:
(Additional topics may include estate planning, financial wellness, and many more)
Financial planning is at the heart of what we do. It’s a dynamic, values-driven process that goes beyond numbers to align your goals, identity, and priorities with actionable strategies. We emphasize collaboration and transparency, from a fiduciary lens, ensuring every step is clear, meaningful, and objective.
Core Services:
Advanced Considerations: estate plan setup / facilitation, business planning, structuring and succession, charitable giving, complex tax support, multi-generational planning, and other complex scenarios.
Your financial wealth merits forward‑thinking strategies and personalized access to opportunities that balance growth, risk, and long‑term stability. At Douglas Capital Advisors, our approach is objective, client‑first, and rooted in fiduciary standards—every recommendation is made with your best interest in mind. We meet you where you are, offering fundamental or robust strategies across asset class types while integrating tax considerations into every decision. When the right path is unconventional, we’re unafraid to be contrarians, if it serves your greater goals.
What We Offer:
Our Family Office Services deliver bespoke solutions for chairman-level clients seeking multi-generational strategies and advanced planning. These offerings are available exclusively by direct inquiry.
Eligibility: Households with a net worth exceeding $5,000,000 may qualify for the Chairman program, subject to verification and household rules. Please indicate eligibility during onboarding and provide supporting documentation if requested.
Standard financial planning focuses on personalized analysis and recommendations. These packages combine standard financial planning, education, accountability, and other premium financial advisory services, with tiered benefits and access levels.
Yes. Manager clients can upgrade to Executive, and Executive clients can move to Chairman. Credits from previous payments may apply.
No they do not, nor do children under 25 years old under your custody. Bring your spouse, children, sibling(s), or parent(s). Make it a family affair. If that doesn't work maybe an extended family member, associate, or friend wants to join.
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