Professional Intelligence & Client Advisory Plans
Select the optimal tier for your law firm, multi-family office, or trust institution to unlock proprietary decanting guides, private board access, and quarterly macro capital flow reports.
Starter
Base access — does pretty much nothing
- Ad-free reading
- Portal account + saved preferences
- Newsletter — same as free, just no ads
- No reports, no data export, no board write
Cancel anytime · PayPal · Base tier
Professional
For attorneys, CPAs & RIAs — digital research only
- Full Statutory Library (SDCL 43, 51A, 55) + case notes (Cameron)
- Complete Trust Company Data Matrices + CSV export
- Q1–Q4 Macro Capital Reports (PDF, gated)
- Private Fiduciary Board — read & write
- Tools: Dynasty Calculator, DAPT Estimator, Directed Trust
Educational only — not legal/tax advice
Institutional
For trust companies & family offices — licensed re-use
- Everything in Professional
- White-labeled PDFs — lodge & share with clients (with attribution)
- Ranked shortlists & directory methodology note (no pay-for-rank)
- Quarterly macro briefing notes (PDF, async — no live calls)
No consultation, no legal opinions — contact for referrals →
Research Included With Membership — Digital Only
All products are digital PDFs and data — automated delivery via portal. No calls, no opinion memos, no 1-on-1 consult. Educational only.
Statutory Manual (PDF)
Digital PDF of SDCL 43, 51A, 55 with Cameron notes. Included in Institutional — download, no print/shipping.
Q3 2026 Macro Capital Report (PDF)
30-page research covering $3.85T, Division of Banking metrics. Included in Professional & Institutional.