Advisor Perks & Experiences
Exclusive experiences offered by wealth advisors competing for your business. The higher your AUM, the better the perks.
All Experiences
Super Bowl LXII Suite
Private 20-person luxury suite at Super Bowl LXII in Atlanta. Includes premium catering, open bar, field passes, and player meet-and-greet.
Masters Tournament Hospitality
Augusta National badges for all 4 days. Private villa on Washington Road. Hosted dinner with former champions. Cart access.
Pebble Beach Pro-Am Pairing
Play alongside a PGA Tour pro in the AT&T Pebble Beach Pro-Am. Includes 3 nights at The Lodge, practice rounds, and gala dinner.
Gulfstream G700 Jet Card
25-hour jet card on Gulfstream G700. Global access, 4-hour callout, guaranteed availability including holidays. Catering by Nobu.
Eleven Madison Park Private Dining
Private tasting room for 12. Custom 14-course menu by Chef Daniel Humm. Wine pairings selected by Master Sommelier. Quarterly availability.
Art Basel VIP Preview & Acquisition
First-look access to Art Basel Miami before public opening. Private curator tour, acquisition advisory, and collector dinner at Faena.
Formula 1 Monaco Grand Prix Yacht
120-ft superyacht in Port Hercules with full Monaco GP views. 3-night charter, celebrity chef, 16-person capacity. Paddock Club access included.
Courtside NBA Finals Package
Floor seats for Games 1, 2, and 5 of the NBA Finals. Includes locker room access, player tunnel experience, and post-game champagne.
St Andrews Old Course — Private Trip
4 rounds on the Old Course. Private caddie. 3 nights at Hamilton Grand. Dinner at The Road Hole Restaurant. Links Trust membership introduction.
Antarctica Explorer Expedition
12-day luxury expedition to Antarctica aboard Le Commandant Charcot. Private suite. Expert naturalist guides. Helicopter excursions to emperor penguin colonies.
JPM Private Bank Concierge
Dedicated lifestyle manager. Restaurant reservations at any Michelin-star globally within 48hrs. Event tickets. Property sourcing. Staff recruiting. 24/7.
Private Jet Card — NetJets Marquis
25-hour jet card on NetJets Marquis fleet. Guaranteed availability with 10-hour notice. Phenom 300 or Citation X. Global coverage. Catering included.
Family Office Setup & Administration
Turnkey single-family office formation. Entity structuring, hiring (CIO, CFO, tax counsel), technology stack, reporting infrastructure, and governance framework.
Medical Concierge — Executive Health
Annual executive health screening at Mayo Clinic or Cleveland Clinic. Priority scheduling, dedicated physician liaison, same-day specialist referrals, global medical evacuation coverage.
Wimbledon Royal Box Experience
Royal Box access for Centre Court finals weekend. Private hospitality suite in The Wingfield. Afternoon tea with former champions. Strawberries & Pimm's.
Napa Valley Harvest Experience
3-day harvest at Screaming Eagle. Participate in crush, barrel tastings with winemaker. Private cellar dinner. 6-bottle allocation for 5 years.
Next-Gen Wealth Workshop
2-day immersive for children ages 16-25. Portfolio construction, venture investing, family governance, philanthropy strategy. Hosted at Wharton.
Frieze London Collector Program
VIP collector access to Frieze London and Frieze Masters. Private viewing rooms. Acquisition advisory with top galleries. Collector dinner at The Dorchester.
Bandon Dunes Chairman's Trip
4 days, 5 rounds at Bandon Dunes. Old Macdonald, Pacific Dunes, Bandon Trails, Sheep Ranch. Private chef. Scotch tasting. 8-person group.
US Open Tennis Chairman's Suite
Private suite for men's and women's finals at Arthur Ashe Stadium. 12-person capacity. Premium catering and open bar.
College Admissions Advisory
Elite college consulting for client families. SAT/ACT prep, essay coaching, school selection strategy, interview preparation. Former Ivy admissions officers.
Estate & Legacy Planning Retreat
3-day private retreat for multi-generational wealth transfer. Trust structuring, philanthropic vehicle design, next-gen financial literacy workshops. Hosted by top estate attorneys.
Private Security Assessment
Comprehensive personal security audit by former Secret Service agents. Home security, digital privacy, travel risk analysis, executive protection recommendations.
Luxury Real Estate Sourcing
Off-market property sourcing by dedicated real estate advisors. Access to pre-listing inventory, pocket listings, and private seller networks in Aspen, Hamptons, Palm Beach, and Manhattan.
Swiss Alps Private Villa Retreat
1-week stay in a 6BR private chalet in Verbier. Personal chef, ski guide, helicopter transfers from Geneva. Includes après-ski wine tasting at Domaine de Beudon.
Art Basel VIP Experience
Private guided tour of Art Basel with UBS Art Advisory. Collector preview day access, private dinner with exhibiting artists, and $50K art acquisition credit.
Michelin Star Chef's Table Tour — Tokyo
5-night culinary journey through Tokyo's finest kitchens. Private omakase at Sukiyabashi Jiro, Ryugin, and Den. Personal food guide. Tsukiji market dawn tour.
Kentucky Derby Millionaires Row
Private box on Millionaires Row at Churchill Downs. 10-person capacity. Mint julep reception, celebrity chef catering, paddock walk, and winner's circle photo.
Galápagos Private Yacht Charter
10-day private yacht expedition through the Galápagos Islands. Marine biologist guide, snorkeling with sea lions, volcanic island treks. Luxury 120ft motor yacht.
Philanthropic Strategy & Foundation Setup
Comprehensive philanthropic advisory. Private foundation formation, donor-advised fund strategy, impact measurement, and IRS compliance. Includes $10M+ giving roadmap.
Pebble Beach Pro-Am Invitational
Play the AT&T Pebble Beach Pro-Am as a client guest. Practice rounds with PGA pros, gala dinner, and 4-day tournament access with hospitality suite.
Next-Gen Wealth Leadership Program
3-day immersive program at Wharton for client family heirs (ages 18-30). Financial literacy, investment fundamentals, family governance, and responsible wealth stewardship.
Formula 1 Monaco Grand Prix Yacht
Trackside superyacht in Port Hercule for the Monaco Grand Prix. 3-day hospitality package, pit lane walk, driver meet-and-greet, post-race celebration.
Global Relocation & Tax Domicile Advisory
Comprehensive advisory on international relocation. Tax-efficient domicile selection, residency programs, banking setup, and lifestyle transition support across 40+ jurisdictions.
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