Our Membership Services
Everything you need, inside one trusted relationship.
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Priority access to leading physicians and specialists
Appointment scheduling and preparation handled for you
Second-opinion coordination and medical record gathering
Medication reviews and continuous care-plan oversight
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Guidance on estate documents and introductions to trusted attorneys
Insurance claims support and benefits optimization
Coordination with wealth, tax, and long-term-care advisors
Clear next steps so paperwork never stalls
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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 for contractors, transport, private ambulance, and more
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Longevity programs and preventive health coaching
Social connection, purposeful engagement, and travel logistics
Access to a curated partner network covering fitness, nutrition, culture, and 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 with document pick-up, set-up, and tech walkthrough
100 percent 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.)