Corporate Licensing
A proposed platform license and per-household enrollment structure for organizations.
A proposed household-centered benefits and enterprise distribution model designed for employers, member associations and qualified organizations.
Begin with understanding
Sponsor household accounts while maintaining separation between employer reporting and member financial details.
A proposed platform license and per-household enrollment structure for organizations.
A distinct licensed entitlement for every sponsored household—not a blanket family subscription.
Personal goals, financial accounts and family relationships stay with authorized household members.
A platform subscription plus sponsored household entitlements, with commercial documentation, authorized onboarding and appropriate service reporting.
At the minimum 250 sponsored households: $1,499 platform + (250 × $13) = $4,749 modeled monthly license fee, before taxes or negotiated services.

Explore the public learning library while enterprise services are in development.
Start with the Family Wealth Library™