A private club offering distinguished company, curated experiences, and trusted counsel.

Thoughtful gatherings. Candid conversation. Enduring relationships. Wealth planning, coordination, and education for families.

Learn more
01 / The club

The room comes first.

A trusted circle. A calendar of curated experiences. Wealth planning, coordination, and education for the financial pieces of a full life.

For people with $1M–$10M who want thoughtful company, clearer decisions, and a professional layer that supports the whole picture.

What membership is worth

Buy each piece separately and the annual bill adds up quickly. These are conservative, typical standalone-cost estimates—not inflated “retail values.”

Member value stack $10,450 Compared with $6,000 annual dues
Patron value stack $13,950 Compared with $12,000 annual dues
01

Full life planCash flow, debt, goals, and family priorities

$2,500
02

Estate-plan coordination and reviewAttorney drafting is separate; typical legal plans often run $1,500–$4,000

$1,000
03

Annual tax-planning sessionStandalone CPA strategy session

$1,000
04

Insurance coverage auditApproximate independent review value

$250
05

529 and education planningGoal-specific education module

$1,500
06

Mortgage strategy sessionApproximate fee-only planning value

$250
07

Equity-comp education sessionRSU and options mechanics, taxes, and questions to take to an adviser

$750
08

52 weekly callsAbout $46 per live session

$2,400
09

Private Slack communityModerated peer access for one year

$300
10

Member salons and local gatheringsIntimate club occasions included in annual dues

$500
11

Patron annual 1:1 reviewComprehensive full-life-plan review

$3,500

Typical standalone costs vary by provider, scope, and location. Estimates are anchored to published US pricing from Domain Money, Ralph Law Group, and SDO CPA; insurance, mortgage, community, calls, and event values are conservative approximations.

$3.0M

A traditional 1% advisory fee

$30,000

per year

$300,000 over 10 years

1740 flat annual dues Member $6,000 · Patron $12,000

Illustrative cost comparison only. It shows what a traditional adviser charging 1% of the selected asset value would cost each year, alongside 1740’s flat membership dues. It is not a claim of equivalent services. The comparison does not include investment returns, compounding, taxes, outside professional fees, or other costs.

The 2-minute preview

The 1740 Audit

A straightforward comparison of recurring costs and planning areas worth reviewing. The estimate is private, pressure-free, and intended to help you decide whether a fuller conversation would be useful.

01What is your net worth or fee-basis estimate?
02What percentage do you pay your current adviser?
03How much cash is sitting idle—and what could it earn?
04What does your mortgage look like?
05Do concentrated company stock or RSUs make up a meaningful share of your wealth?
06Are your will, trust, guardianship, and beneficiary documents current?
07Are your 529s and education plan on track?
08Do you have a written life plan tying the pieces together?
02 / What membership includes

Distinguished company, curated experiences, and trusted counsel.

01

Membership at 1740

Curated salons, intimate dinners, local gatherings, and flagship occasions—designed around the interests and relationships of the room—alongside a private group Slack and weekly calls. Life planning; cash flow and debt education; estate, tax, and insurance coordination; 529 and school planning; and mortgage and lending education. Larger flagship occasions, including international trips, are ticketed separately.

03 / The questions

Sound familiar?

These are the practical questions members want a clear, trusted place to work through—with peers and qualified professionals, and without posturing.

01

Am I actually diversified — or do I just own the S&P 500 five different ways?

Portfolio question
02

If something happened to me tomorrow, is my family actually taken care of?

Estate planning
03

There’s cash just sitting there. Is it doing anything?

Cash-management question
04

Most of my net worth is my company’s stock. Is that dangerous?

Concentration question
05

Am I paying more in taxes than I have to?

Tax-planning question
06

Do I even know if I can retire?

Retirement-planning question
07

My RSUs vest every quarter and I just… hold them. Is that a strategy?

Equity-comp question
08

I have stock options expiring and no idea when to exercise.

Equity-comp question
09

Should I refinance while rates are where they are?

Mortgage strategy
10

30-year fixed, ARM, jumbo — what type of mortgage should someone like me actually take out?

Lending strategy
11

Am I actually saving enough for college? It’s $90k a year now.

Education planning
12

If something happened to both of us, who raises the kids — and how does the money work?

Estate planning
13

How do I pass money to my kids without ruining them?

Estate planning
14

What school should my kids actually go to — traditional private, public, or one of these new AI-driven schools like Alpha School?

Education planning
04 / Tiers

Two membership formats.

Member

$6,000/yr

The club bench: life planning; estate, tax, and insurance coordination; education planning; and mortgage and lending education. Curated salons, intimate dinners, local gatherings, a private group Slack, and a weekly call are included in dues. Flagship trips and other grand occasions are ticketed separately.

Patron

$12,000/yr Capacity limited

Everything in Member, plus smaller-format 12-person dinners, priority booking for separately ticketed flagship trips, a yearly 1:1 full-life-plan review, and guest privileges. Capacity is limited because those benefits require genuine access and time—not to manufacture scarcity.

The upper tier pays for more access and time—never a different standard of care.

05 / Curated experiences

A considered calendar, curated around the room.

Curated experiences are a core part of membership: thoughtful salons, intimate dinners, local gatherings, and grand occasions designed around the interests and relationships of the room. Launch programming begins with five practical, peer-led tracks. The aim is informed conversation—not hype—with qualified guests brought in when the subject calls for them.

  • AIHow families and businesses can use it thoughtfully, where it genuinely saves time, and what deserves skepticism.
  • Estate taxThe structures, tradeoffs, and questions worth understanding before a conversation with qualified tax and legal counsel.
  • CryptoCustody, risk, taxes, and the mechanics members want to understand without salesmanship or speculation.
  • Kids / educationSchool choices, raising children with money without spoiling them, transferring values as well as wealth, and the realities of college admissions.
  • Health & wellnessPractical approaches to longevity, family health, fitness, and wellbeing—examined without fads, miracle claims, or salesmanship.

Salons, intimate dinners, weekly calls, and local gatherings are included in dues. Grand occasions—such as international trips—are ticketed separately, with the cost stated plainly in advance.