Everfolio.

FOUNDING MEMBER ENROLLMENT

Join The Agentic Family Office Fast Track.

Build the operating system for your family’s wealth and put an AI Agent Team to work on it, with our team supporting you for six months.

Build the operating system for your family’s wealth and put an AI Agent Team to work on it, with our team supporting you for six months.

What you get

  • The Family Office CEO Course. Self-paced lessons across all 12 Family Office Functions.

  • Your Family Office OS. Your family’s operating manual, built as you go and yours to keep.

  • Your AI Agent Team. Preconfigured agents that work from your OS on the AI platform you choose, yours to keep.

  • Unlimited Private Support. One-on-one help from our team, with a substantive response within one business day.

  • Weekly Live Expert Guidance. Live group calls with experts on our team in tax, estate, investing, and AI.

  • Your Peer Network. A community of first-generation wealth creators doing the same work.

  • Quarterly In-Person Meetups. Two meetups with our team during your six months.

  • Family & Successor Access. Your family and intended successor join at no additional charge.

Founding members

Code FOUNDING takes 70% off for the first 20 members, until January 1, 2027. Founding members also get The Founding Agent Setup, a one-on-one call where we configure your AI Agents with you.

The Fit Guarantee

Work through the first section of the program. If it isn’t a fit, get a full refund any time before you start the second section, up to 30 days after you join.

This is education, not advice. We teach the system. You decide. Your licensed professionals implement.

Everfolio.

The system for managing, protecting, and passing down the wealth you built.

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DISCLAIMER

Everfolio provides educational content, tools, AI Agents, and community for people building and running their own Micro Family Office. Our programs teach general wealth structuring and operating concepts. We do not provide financial, investment, tax, legal, or accounting advice or services. We do not manage money or sell investment products. Our content, programs, and AI Agents do not replace qualified professionals.

You must consult qualified professionals, including a CPA, attorney, and financial advisor as appropriate, before implementing any strategy. Recheck current rules with them before anything is filed, bought, sold, or formed.

RESULTS DISCLAIMER

We do not track participants’ wealth information or typical financial results.

Everfolio does not guarantee any financial or other outcome. Individual outcomes vary based on your effort, capital, circumstances, and factors outside your control. You may experience little or no results. Examples are for educational purposes and do not establish what you or others will achieve. Building and running your Micro Family Office requires ongoing learning, work, and consistent application of the principles taught.

TESTIMONIAL DISCLOSURE

Testimonials reflect the individual experiences of people who participated in our workshops or programs. They are not a promise or guarantee of any outcome. You should not assume you will achieve the same outcomes. Your results depend on your own effort, capital, circumstances, and other factors.