How it works!
We empower professionals and executives with personalized solutions to grow wealth and secure their financial future
Discovery Call
30-minute consultation to understand your current financial situation and goals
Custom Strategy
Our licensed advisors design a personalized plan based on your goals and objectives
Implementation
Set up entities, open accounts, execute plans and begin building your family office
Pricing aligned with your goals
Free
Advisory Session
One-on-one virtual session with available licensed advisors
$1k Setup + Advisors Fee
Essential Office
Perfect for early-career tech professionals
Custom Setup + Advisors Fee
Legacy Office
Comprehensive solution for founders & UHNW individuals
Here's what
people are asking
Professionals and executives can access safe low-risk opportunities or exclusive deals in high-growth startups.
Aidi works with licensed wealth managers (eg. Grant Private Wealth Management) who provide the tools that would help you reallocate and optimize your assets, ensuring they align with your personal financial goals for better returns.
No. Specific opportunities have their own requirements and thresholds. Speak to Aidi's team to learn more about requirements for different opportunities.