SS
SCALE StewardFamily Wealth Facilitation
Founding Advisor Cohort - by invitation and waitlist

Become a founding SCALE Steward advisor

$84 trillion is moving between generations, and most families lose it by the second generation - almost always over the human and family dimension, not performance. SCALE Steward is the method and platform for the advisors who guide families through it. We are opening a small founding cohort. Add your name to the waitlist.

Join the waitlist

Two minutes. No commitment. We will reach out personally as the founding cohort opens.

We hold founding terms for people on this list. No spam, and you can step off anytime.

What founding advisors get

  • Founding pricing on certification, held below the standard rate
  • A lifetime renewal-rate lock at the founding rate
  • Founding-cohort recognition and number (e.g., "Founding SCALE Steward, Cohort 001")
  • Direct input on the curriculum as later modules are built
  • First access to the SCALE Steward family-facilitation method
  • Continuing education designed for IAR and CFP CE credit (accredited track in development)
  • A curated peer network of values-driven advisors

Who it is for

  • Independent and growth-minded advisors who already do family or legacy work
  • Advisors who want a repeatable method for the conversations that actually keep next-gen assets
  • Professionals who want to be known as a steward, not a product-pusher

Ready to apply instead?

If you already know SSCA certification is for you, you can start a full application.

Apply for certification