The UHNW Sovereign Well-being Cohort
A private circle of ten.
An intimate, by-invitation engagement for individuals, family principals, and the inner teams of family offices and corporate enterprises who carry extraordinary responsibility and are ready for their health, wealth, relationships, and legacy to move in coherent alignment. Held in confidence. Guided with rigor. Concluded with measurable inner sovereignty.
What Your Seat Includes
Each participant is held with the same precision and discretion we extend to every engagement of the Foundation Trust. The cohort experience integrates the four pillars of our framework over a focused passage of guided work.
Emotional Coherence
Practical, science-aligned tools to regulate stress in real time, restore heart-brain coherence, and remain clear in the rooms that matter most.
Identity Evolution
A guided passage through transitions of role, status, and purpose, so the next chapter of your life is built on truth rather than inherited patterning.
Relational Coherence
Facilitated dialogue and private practice that bring depth, honesty, and ease into conversations with family, partners, and advisory teams.
Legacy Alignment
Clarification of the felt legacy you wish to leave, translated into a directional brief your existing advisors can build around with precision.
Your Investment
Two tiers of engagement. Four pathways to your seat. Selected with intention. Held in trust. Honored in full.
Paid in Full
$125,000
The complete Sovereign Mastery engagement, received as a single payment. Includes the full cohort curriculum, expanded private advisory hours, priority seating, and the highest level of personalized stewardship across the full arc of the engagement.
- One payment of $125,000 at enrollment
- Priority seating within the cohort
- Expanded private advisory access
Installment Pathway
$25,000 × 5
The full Sovereign Mastery engagement, with the $125,000 investment honored across five monthly installments of $25,000. The first secures your seat at enrollment; the remaining four are received on a monthly cadence. Installment pathways are arranged in private consultation.
- $25,000 at enrollment
- $25,000 on day thirty
- $25,000 on day sixty
- $25,000 on day ninety
- $25,000 on day one-hundred-twenty
Paid in Full
$75,000
The Sovereign Foundation engagement, received as a single payment. Provides the full cohort curriculum, group advisory, and personalized stewardship across the focused passage of the cohort.
- One payment of $75,000 at enrollment
- Seating within the ten-participant cohort
- Full curriculum and group advisory access
Installment Pathway
$25,000 × 3
The Sovereign Foundation engagement, with the $75,000 investment honored across three monthly installments of $25,000. The first secures your seat at enrollment; the remaining two are received on a monthly cadence. Installment pathways are arranged in private consultation.
- $25,000 at enrollment
- $25,000 on day thirty
- $25,000 on day sixty
A maximum of ten participants is held per cohort. For family offices, corporate entities, and private advisory teams who wish to convene a fully-private cohort for their principals and inner circle, multiple dedicated cohorts may be arranged. Please request a private conversation for bespoke cohort scheduling.
Enrollment & Secure Checkout
All paid-in-full pathways are processed through Stripe via the Foundation Trust's secure payment portal. Installment pathways are arranged in a brief private consultation, where we confirm the cadence and prepare your tailored payment schedule.
What Happens After Enrollment
Paid-in-Full pathways: Selecting your tier above will direct you to our secure Stripe checkout. Once your payment is received, a private welcome correspondence and your onboarding details will arrive within one business day.
Installment pathways: Selecting your installment pathway will direct you to schedule a brief private conversation. We will confirm your seat, finalize the cadence, and prepare your tailored payment schedule, all held in confidence.
Bespoke cohorts: Family offices, corporate entities, and private advisory teams seeking a dedicated cohort may schedule a private conversation to design the engagement, investment, scheduling, and venue together.
Enrollment Terms
Given the bespoke, limited, and confidential nature of this cohort, each of the ten seats is held exclusively for the participant who claims it. Enrollment investments are non-refundable once a seat is confirmed.
Should a personal circumstance arise that prevents your full participation, please reach out to us in private. We will receive your situation with discretion and consider, at our sole discretion, the transfer of your seat to a future cohort within the same calendar year.
For installment pathways, payments continue on schedule once enrollment is confirmed. Should an installment fail to process, our team will reach out privately to arrange an alternate path.
This cohort is not medical, psychological, legal, or financial advisory in nature. It is a private wellness and inner sovereignty engagement that collaborates respectfully with your existing advisors.
Private & Bespoke Cohorts
Family offices, corporate entities, and private advisory teams who wish to convene a fully-private cohort of ten for their principals, leadership, or inner circle may arrange a dedicated engagement. Multiple cohorts are available throughout the calendar year. Investment, scheduling, and venue are tailored to the requesting entity in private consultation.
Confidentiality
All enrollments, communications, and cohort dialogue are held in strict confidence. The names and identities of participants are not disclosed outside the circle. Each member enters with the same commitment to discretion.
Prefer to enroll quietly? Request a private conversation or call 808-207-7370.
All engagements are private and by referral or confidential application.