Our Membership Services

Everything you need, inside one trusted relationship.

    • Fast-track access to top physicians and specialists

    • Appointment scheduling and prep—done for you

    • Second-opinion coordination and medical record gathering

    • Medication reviews and ongoing care plan oversight

    • Guidance on estate documents and trusted attorney referrals

    • Insurance claims support and benefits optimization

    • Coordination with wealth, tax, and long-term-care advisors

    • Clear next steps so paperwork never stalls

    • Home safety reviews and aging-in-place upgrades

    • Sourcing and supervising in-home care or nursing services

    • Planning and execution for moves, downsizing, or new residences

    • Vendor vetting—contractors, transport, private ambulance, more

    • Longevity and preventive health programming

    • Social connection, purposeful engagement, and travel logistics

    • Access to curated partner network—from fitness to culinary services

    • Ongoing check-ins to keep quality of life front and center

Always Included

  • Dedicated Care Advocate and concierge support team

  • Secure Family Drive with real-time updates and shared calendar

  • Personalized Roadmap and Emergency Response Plan (with wallet QR card)

  • 24/7 medical layer through our Sollis Health partnership

  • White-glove onboarding—document pick-up, set-up, and tech walkthrough

  • 100 % referral-fee-free recommendations—our loyalty is to you

Ready to explore membership?

(No obligation—just a conversation to see if we’re the right fit.)