When joining LuciaDeKlein Private Office Advisory Club, you become part of a global community of changemakers in the advisory world and for intergenerational wealth. LuciaDeKlein membership offers many benefits, including reduced fees for products, events, and webinars, ongoing professional opportunities and support, networking opportunities, access to tools and templates, and a wealth of knowledge.

We assist you in unpacking due diligence, enhance your operational experience, help with greater efficiency, and empower you to have greater oversight. We help families become future fit by creating awareness about their privacy, customization, and how to make critical decisions.

We look forward to helping the business owner, board members, management teams, and family members create more sustainable families.

Professional subscribers benefit from a 8% discount on all products.