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Membership

Fixed-fee retainers (no AUM percentage). Indicative fees until we set scope together—three ways to engage with Signet.

Choose how you want Signet to operate in your life. Each tier is a distinct stage—deeper coordination and cadence as you move from Vault to Core to Office.


  • Signet Vault

    For households getting organized and establishing a system of record.

    $30 / mo

    Your foundation—one place for everything that matters.

    • Heir-ready vault for wills, trusts, insurance, and what you own
    • Move faster on literacy—courses, webinars, and templates
    • Net worth in view without stitching spreadsheets
  • Signet Core

    For most households—once advisors, cash, and decisions need one operating rhythm.

    $2,500 / mo

    Your operating system for managing advisors and decisions.

    • Everything in Vault, plus banking, treasury, and investments as one household
    • Decisions don’t stall—tasks and threads across family and advisors
    • Annual architecture reset with CPA and estate counsel in the loop
    • Curated specialist network when you need depth fast
    • Trajectory in one view—architecture and projections together