For select owners with $10M+ in assets or deep scale goals. One full day with Chad and his inner circle building a generational wealth transfer strategy.
Outcome: Elite-level advisory, deal structuring, and family legacy planning.
1-on-1 full day with Chad — no distractions, no team, no fluff
Choose your location: Scottsdale or high-end destination of your choice
Includes a luxury experience (details vary per client)
Chad helps you reverse-engineer your empire from the top down
Includes access to Chad’s full advisory team for the day
Tailored strategy across real estate, legacy, lifestyle, and business
NDA-based — what’s built stays between you and Chad
Not marketed — only available through Boardroom referrals
$1M+ starting point. Final pricing customized by scope and prep
Results-focused. This isn’t a speaking engagement — it’s legacy-level strategy.