Business networking of peer-to-peer learning groups of high net worth individuals for critique of all aspects of an individual's portfolio, from both a personal and financial perspective, to analyze diversifying asset allocations, charitable contributions and tax ramifications, estate planning, foundations, raising children, investments and retirement

Providing group coaching and learning forums in the field of peer-to-peer learning groups of high net worth individuals for critique of all aspects of an individual's portfolio, from both a personal and financial perspective, to analyze diversifying asset allocations, charitable contributions and tax ramifications, estate planning, foundations, raising children, investments and retirement