How We Work | Circle of Wealth™

Built for Professionals
Who've Already Built Something.

Our work is not entry-level financial advice. It's institutional strategy for high- earning professionals who have created significant capital and need a system to govern, protect, and perpetuate it.

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C-Suite Executives & Founders

Stewarding $10M–$250M enterprise value

Preparing for liquidity event or succession

Building a transferable, premium-valued business

Concerned about founder dependency reducing valuation

Trial Attorneys & Litigators

Contingent-fee income with no governance system

Managing personal vs. firm balance sheet

Designing a succession-ready law firm

Seeking liquidity, control, and long-term legacy

Physicians & Practice Owners

Group practice owners with complex balance sheets

High clinical income, low financial governance

Navigating retirement, exit, and stewardship

Protecting a practice and a legacy simultaneously

Athletes & Entertainers

Short earning window, long liquidity horizon

Brand, endorsement, and entity income with no governance system

Sudden-wealth exposure and founder-style dependency on a single name

Building a transferable, post-career legacy and stewardship structure

This Platform Is Not Designed For: Those seeking asset allocation, portfolio management, or transactional brokerage services. Our work begins where conventional financial advice ends at the governance layer.

How An Engagement Actually Works

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STEP 1

Diagnostic Request

No Commitment · Free

Complete the 5-minute CSBVA™ Executive Diagnostic to assess your governance across five key dimensions and identify your current position.

STEP 2

Private
Briefing

Invitation · 60–90 min

Meet privately in Century City, Beverly Hills, or virtually to review your results and gain clarity on your governance gaps no pitch or financial commitment required.

STEP 3

Strategic Diagnostic

Paid · First Engagement

Receive a written review of your enterprise, governance, and liquidity architecture with a prioritized roadmap tailored to your needs.

STEP 4

Governance
Engagement

Monthly Retainer · Ongoing

Engage in active governance across the CSBVA™ pillars with ongoing strategy, implementation support, and access to the Circle of Wealth™ network.

STEP 5

Governance Review

Annual · Ongoing

Review your capital architecture, governance systems, and progress annually, benchmarked against the CSBVA™ Scorecard™ across eight governance dimensions.

Three ways to engage our practice

Our service tiers are designed to match the complexity and scale of your situation.
All engagements begin with a Private Executive Briefing.

TIER I · FOUNDATION

Executive Briefing & Strategic Diagnostic

For professionals who are ready to understand their governance position before committing to a full governance engagement.

Strategic Diagnostic Investment: $3,500–$7,500

Start with a complimentary 60–90 minute Private Executive Briefing. The Diagnostic investment applies only if you choose to proceed.

Ideal For

Executives, attorneys, or physicians who want a clear picture of their governance gaps before committing to ongoing governance work.
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EVERYTHING IN TIER I, PLUS

Private Executive Briefing 60–90 min.
Century City / Beverly Hills or virtual. CSBVA™ framework walkthrough.

CSBVA™ Executive Diagnostic.
Full Capital Architecture Indicator diagnostic across five governance dimensions.

Written Strategic Report.
Prioritized governance gap analysis with preliminary recommendations.

CSBVA™ Scorecard™.
Baseline score across five governance dimensions. Benchmarked against your peer group.

30-Day Follow-Up.
Session Review of report findings and Q&A.

Book Package.
Relevant CSBVA™ book for your profession.

TIER II · GOVERNANCE

CSBVA™ Private Governance Retainer

For leaders ready to move from insight to implementation with ongoing strategic governance across your full capital architecture.

Investment ranges discussed during your Private Executive Briefing.
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Ideal For

Executives, trial attorneys, and physicians actively building, protecting, or preparing to transition significant enterprise or personal capital
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EVERYTHING IN TIER I, PLUS

Monthly 1:1 Strategy Sessions
Dedicated time with Antione T. Turner on your specific governance, valuation, and capital priorities.

Enterprise Value Acceleration Plan
Custom CSBVA™ implementation roadmap across all five governance dimensions.

Payroll Precision™ Review
Payroll and benefits review identifying governance and efficiency gaps in your benefits structure

Premium Finance Architecture
Review and design of $10–25M insurance legacy plan structures (ILIT, split-dollar, etc.).

Pre-Diligence Governance Review
Assess board-readiness, founder dependency exposure, and succession documentation.

Circle of Wealth™ Network Access
Introduction to estate attorneys, CPAs, and capital partners in the COW professional network.

Annual CSBVA™ Scorecard™ Review
Full governance benchmark re-assessment each year

Most Engaged

TIER III · PREMIER

Circle of Wealth™ Premier Partnership

For complex situations requiring institutional-grade governance, family capital architecture, and endgame planning.

Investment ranges discussed during your Private Executive Briefing.
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Ideal For

High-profile athletes and entertainers, multi-generational family enterprises, founders approaching $25M+ liquidity events, and mass-tort litigation firms all with complex balance sheets.

EVERYTHING IN TIER II, PLUS

Family Governance & Capability Alignment™
Full implementation of the 10×10 Model for multi-generational family capital governance.

Biweekly Strategy Sessions
Increased cadence for active liquidity events, acquisitions, or complex transitions.

Endgame Design
Custom liquidity timeline, succession architecture, and legacy trust blueprint.

The Litigator / Physician / Athlete Endgame™ Implementation
Full deployment of the relevant Endgame™ framework with ongoing accountability.

Multi-Entity Governance Review
Cross-entity capital flow, risk compartmentalization, and buy-sell architecture design.

Priority Network Introductions
Direct introductions to family office professionals, estate attorneys, and premium finance carriers as needed

Three Ways to Start the Conversation

Path A · Fastest

Request a Private Executive Briefing

The fastest path to a strategic conversation. A 60–90 minute session in Century City / Beverly Hills or virtually. You leave with a clear picture of your governance position and we'll both know if an ongoing governance relationship makes sense.

Visit CircleToWealth.com/executive-briefing-rsvp

Complete the short intake form

Response within 24–48 business hours

Briefing scheduled within 2 weeks

No financial commitment required to attend

Path B · Self-Assess First

Take the CSBVA™ Executive Diagnostic

Prefer to do your own due diligence first? Start with the CSBVA™ Executive Diagnostic a 5-question Capital Architecture Indicator used in our private briefings.
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Visit the diagnostic link at CircleToWealth.com

Complete 5 questions (3–5 minutes)

Receive your Capital Architecture Indicator score

Review results → request a briefing when ready

Free · No commitment · Immediate results

Path C · Learn First

Request a CSBVA™ Book or Endgame Guide

Not ready for a conversation yet? Request the book relevant to your profession. Each title explains the full CSBVA™ framework as it applies to your specific situation.
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Select the relevant title: CSBVA™, Litigator Endgame™, or Healthcare's C-Suite

Request via the form on this page

Delivered digitally or as a physical copy

Begin a briefing conversation at your pace

Complimentary for qualified prospects

What Professionals Ask Before Engaging

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Do I need to be at a specific income or asset level?

Our advisory practice is designed for professionals managing complex balance sheets typically executives with enterprise value of $5M+, attorneys with consistent seven-figure annual revenues, physicians leading group practices, or athletes and entertainers with significant brand and contract income. The briefing will quickly surface whether our work is relevant to your situation.

What makes CSBVA™ different from financial planning or wealth management?

Conventional wealth management focuses on asset allocation and portfolio performance. CSBVA™ operates at the governance layer how capital is structured, protected, transferred, and perpetuated across entities and generations. We do not provide investment advice or manage assets; we work above the product level, not within it.

Are financial products sold through Circle of Wealth?

Not at briefings, and never without strategic justification. Where premium finance solutions are appropriate to a client's governance architecture, we coordinate implementation with appropriately licensed professionals. Insurance products are offered separately under Antoine T. Turner’s California insurance license.

How long does a typical advisory engagement last?

Tier II governance engagements are structured on a 6–12 month basis with renewal by mutual agreement. Most clients engage for 18–36 months as their governance architecture is implemented and refined. Tier III engagements are typically annual.

Can I attend a Private Briefing event before committing to one-on-one work?

Yes and this is actually our preferred introduction. Our quarterly Private Briefings for physicians, attorneys, and executives are designed specifically to demonstrate the framework in a peer environment. Many clients experience the briefing before pursuing a private advisory engagement.

Is the work done in-person or virtually?

Both. Our primary briefing venue is Century City / Beverly Hills, California. We work with clients nationally through a combination of in-person and virtual sessions. Monthly advisory sessions are typically virtual; key milestone sessions are often in-person when geography allows.

Begin With Clarity
Not a Commitment.

Every engagement starts with a private briefing. No financial commitments required.
No products pitched. Just a strategic conversation about what you've built and what governing it could look like.

We Don't Manage Assets.
We Design Capital Systems.

How An Engagement Actually Works

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