# Private Client Engagement

Sam Prentice's highest-level engagement: complete wealth architecture, custom tax reduction strategy, asset protection, and direct 1-on-1 access. Application only, month-to-month, no long-term lock-in.

Application Only · Limited Availability

Sam's highest-level container for founders and entrepreneurs seeking personalized clarity, wealth architecture, and peace.

Limited availability. Application required. Qualification: $500,000 or more in annual income or $5 million or more in net worth.

## What You Receive

### Wealth Architecture

Complete design and implementation of your financial fortress, including asset protection, tax strategy, and estate planning.

### Investment Strategy

Customized cash flow investing plan aligned with your risk tolerance and lifestyle goals.

### Ongoing Support

Regular strategy calls, direct access to Sam, and coordination with your legal and tax teams.

### Investment

Application Only

Month-to-month contracts available. No long-term lock-in required. Current qualification begins at $500,000 or more in annual income or $5 million or more in net worth. Pricing is discussed on the discovery call.

- Complete Financial Audit

- Custom Wealth Roadmap

- Implementation Support

- Team Coordination (CPA, Attorney)

[Schedule Discovery Call](https://meetme.so/WCEO?utm_source=sam-prentice.com&utm_medium=website&utm_campaign=private-consulting&utm_content=body)