Three pathways to multi-generational wealth and wisdom
BF Office offers three distinct service tiers, each designed to meet families at their current stage while providing a clear path toward multi-generational leadership and wealth preservation. Our approach integrates timeless classical wisdom with modern wealth management, creating productive family units with common objectives across generations.
Building the bedrock of family governance and financial literacy
Families with $5M-$15M in investable assets seeking to establish disciplined wealth management practices and begin their classical education journey. Ideal for first-generation wealth creators ready to formalize their family's financial foundation.
Within 12-18 months, Foundation families establish clear governance structures, gain comprehensive visibility into their financial position, and begin meaningful engagement with classical texts that inform family values and decision-making. Children demonstrate measurable improvement in critical thinking through structured classical reading programs.
Active wealth management integrated with advanced classical learning
Families with $15M-$30M+ in investable assets ready for sophisticated wealth management, direct asset ownership, and deeper classical education integration. These families seek meaning beyond financial returns and are committed to developing the next generation's leadership capabilities.
Stewardship families achieve measurable improvement in wealth preservation metrics, establish productive asset ownership that generates income across generations, and develop family members capable of quoting classical sources in strategic decisions. Next-generation members demonstrate classical language proficiency and apply historical frameworks to contemporary business challenges.
Multi-generational leadership through complete classical immersion
Families with $30M+ in investable assets committed to creating lasting family enterprises and developing leaders capable of maintaining influence across generations. These families view wealth as a tool for creating productive family units with enduring purpose and cultural impact.
Dynasty families create self-sustaining enterprises that persist beyond individual lifetimes, produce family members fluent in Latin and Greek who naturally reference classical sources, establish cultural institutions that elevate their communities, and build networks with other dynasties that create compound effects across generations. Family members demonstrate the capability to lead complex organizations while maintaining classical values and long-term thinking.
While each family receives dedicated service delivery tailored to their tier, we facilitate collaborative opportunities that benefit all families in our practice.
Quarterly gatherings where families discuss great texts, share insights, and learn from each other's classical education journeys. Children participate in age-appropriate sessions that build peer networks around classical learning.
Families at Stewardship and Dynasty tiers access exclusive investment opportunities in real assets, operating businesses, and alternative investments that benefit from pooled capital and shared expertise.
Joint philanthropic projects that elevate communities through classical education, cultural institutions, and leadership development programs inspired by the Carnegie elevation model.
Youth programs that bring together rising family leaders for mentorship, classical study, and practical business experience across our family network.
Discover which service tier aligns with your family's current position and aspirations. Our comprehensive assessment process helps identify the optimal path for your family's multi-generational success.
Schedule a Discovery Call