Plans & Pricing
The tools of a single-family office, shared across families on a monthly plan. Choose the tier that matches your family today; you can move up at any time from the billing page, and charges are prorated for the part of the month you use.
Tier 1
Essentials
$2,500 / month
Families getting started
The core advisors and the tools to run day-to-day family finances on a shared office.
- • Tax strategist advisor
- • Investment officer advisor (CIO)
- • Alasdair, the billing advisor
- • Academy tutor and study paths
- • Family Ledger — balances, entries and bank rail basics
- • Hutchinson Brokerage with onboarding lessons
- • Market simulator, research pages and index-fund lists
Tier 2
Office
$7,500 / month or 0.25% of assets a year
Families with $10M–$100M
Every advisor in the house, plus the bank rail, the execution desk and the compliance archive.
- • All 11 advisors
- • Bank rail (Unit) and execution desk
- • Quarterly review with Winston
- • Compliance archive and AML/KYC program pages
- • RIA licensing and entity guides
- • Family Bank with real deposit and withdrawal flows
Tier 3
Principal
$20,000 / month or custom
Families above $100M
The full house for complex families: trust structuring, the terminal and priority handling.
- • Everything in Office
- • Dedicated trust and entity structuring advisor
- • Bloomberg-style Terminal with trade tickets
- • Risk simulator and policy-shock analysis
- • Priority handling on large-movement approvals
- • Billing handled personally by Alasdair
Compare every feature
| Feature | Essentials | Office | Principal |
|---|---|---|---|
| Advisors | Tax, investment, billing, Academy tutor | All 11 advisors | All 11 advisors |
| Trust & entity structuring advisor | — | — | ✓ |
| Family Ledger | ✓ | ✓ | ✓ |
| Hutchinson Brokerage | ✓ | ✓ | ✓ |
| Academy — all study paths and exams | ✓ | ✓ | ✓ |
| Market simulator and research pages | ✓ | ✓ | ✓ |
| Bank rail (Unit) and execution desk | — | ✓ | ✓ |
| Family Bank deposits and withdrawals | — | ✓ | ✓ |
| Compliance archive and program pages | — | ✓ | ✓ |
| Quarterly review with Winston | — | ✓ | ✓ |
| Terminal | — | — | ✓ |
| Risk simulator | — | — | ✓ |
| Priority approvals | — | — | ✓ |
How subscribing works
- 1. Apply. Every family completes the qualification application and is approved by a reviewer before access.
- 2. Sign the IP license. Before subscribing, you sign the Hutchinson House intellectual property license — the software, advisor prompts, curriculum and marks remain the property of Hutchinson IP Holdings LLC.
- 3. Choose a plan. Pay securely by card. Subscriptions renew monthly, and tax is calculated and collected at checkout.
- 4. Manage anytime. Switch plans (prorated), update your card or cancel from the billing page — cancelling keeps access until the end of the paid month.
Questions about fees or invoices? Talk to Alasdair, the billing advisor. Advice is educational only until your office's own registration is in place.