PRESIDIO

The Client Journey.
From Compass to Meridian.

Five tiers. One direction. Every client we serve is on a path upward — and our job is to be the reason they get there. Click any tier to explore the full service experience.

Meridian
$10M+
Private
$5M – $10M
Summit
$2M – $5M
FIRM MIN
Ascent
$1M – $2M
Compass
<$1M
I
COMPASS — EDUCATION TIER
Presidio Compass
Under $1 Million · Public Service
"Find your direction."
▼ EXPAND
OUR APPROACH
Presidio Compass is not a wealth management service — it is a commitment to the community. We believe everyone deserves access to financial clarity, regardless of where they are starting. This tier exists to educate, orient, and prepare people for the journey ahead. Our goal is simple: help them reach $2M so they can join us as clients.
SERVICE MODEL
Educational seminars and workshops
Webinar library — live and recorded
Client education vault access
Email drip — curated financial guidance
No 1:1 advisory at this tier
CONTENT TOPICS
Retirement readiness fundamentals
How to build investable assets
Tax efficiency basics
Social Security planning
The path from here to $2M
ACCESS LEVEL
Vault content — self-serve
Email nurture sequences
Group seminar attendance
Retirement Readiness Quiz
No direct advisor access
PROMOTION TRIGGER
Reaches $1M investable assets
Liquidity event on the horizon
Business sale within 24 months
Executive comp trajectory clear
Invited to Ascent review call
🧭
This tier is our pipeline, not our obligation. Compass members who engage with vault content, attend seminars, and complete the Readiness Quiz are tracked by the growth team. When they approach the Ascent threshold, a warm outreach is made. This is how we grow from $500M to $1B — by being the firm people aspire toward before they can afford us.
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II
ASCENT — INCUBATOR TIER
Presidio Ascent
$1M – $2M · Exception / Incubator
"You are rising. We rise with you."
▼ EXPAND
OUR APPROACH
Presidio Ascent is reserved for clients on a clear and documented path to $2M. Entry requires exception approval — not every $1M client qualifies. We look for trajectory, not just current balance. A business owner who will sell in 24 months, an executive with vesting RSUs, or a professional on a clear savings path. We incubate these relationships because the best Summit clients are the ones who grew into it with us.
SERVICE MODEL
Annual planning review — 1 meeting/year
Vault access — all content
Email nurture — personalized track
Basic financial plan on file
Team access — not direct advisor
PLANNING DEPTH
Retirement income projections
Basic tax efficiency guidance
RSU and equity comp orientation
Savings acceleration strategy
Path to $2M clearly documented
EXCEPTION CRITERIA
Business sale within 24 months
Verifiable liquidity event pending
Executive comp trajectory to $2M
Existing client family member
CGO approval required
PROMOTION TRIGGER
Investable assets reach $2M
80%+ assets under management
Liquidity event completed
Formal graduation conversation
Welcome to Presidio Summit
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Graduation language: "Based on your progress, we would like to formally welcome you into Presidio Summit. This means a new level of service, a dedicated advisor, and a comprehensive plan built for where you are now — not where you were."
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⬥ PRESIDIO FIRM MINIMUM — $2M AUM ⬥
III
SUMMIT — CORE WEALTH TIER
Presidio Summit ⬥ FIRM MINIMUM
$2M – $5M · Core Wealth Management
"You have arrived. Now let us build."
▼ EXPAND
OUR APPROACH
Presidio Summit is the full Presidio experience — the tier where the real work begins. Every Summit client has a dedicated Wealth Manager, a comprehensive financial plan, and a service calendar that runs proactively, not reactively. This is where we spend the majority of our depth and attention. Summit clients are our core, and we treat them accordingly.
SERVICE MODEL
2–3 formal meetings per year
Dedicated Wealth Manager assigned
Comprehensive financial plan
Proactive outreach — not reactive
Team support for all needs
PLANNING DEPTH
Full retirement income strategy
Tax-efficient withdrawal sequencing
Social Security optimization
Basic estate planning framework
Healthcare and longevity modeling
INVESTMENT APPROACH
Personalized portfolio construction
Risk-aligned asset allocation
RSU and equity comp integration
Tax-loss harvesting strategy
80%+ assets under management req.
PROMOTION TRIGGER
Portfolio grows to $5M+
Business sale or liquidity event
Estate complexity increases
Family planning needs expand
Invited to Presidio Private review
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Graduation language: "Your assets have grown to a level where a different kind of service is warranted. We would like to move you into Presidio Private — a more personalized experience with quarterly meetings, direct advisor access, and expanded planning depth."
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IV
PRIVATE — BESPOKE TIER
Presidio Private
$5M – $10M · Private Wealth Management
"A different world. Entirely yours."
▼ EXPAND
OUR APPROACH
Presidio Private is where the service model changes fundamentally. This is not an upgrade in frequency — it is an upgrade in depth, access, and proactivity. Private clients have direct advisor access, quarterly strategic reviews, and a team that coordinates across tax, legal, and estate professionals on their behalf. The complexity at this level demands it, and we deliver it.
SERVICE MODEL
Quarterly strategic reviews
Direct advisor access — call anytime
Dedicated planning team
Proactive tax and planning alerts
Annual family financial summit
PLANNING DEPTH
Advanced tax strategy and planning
CPA coordination and collaboration
Estate planning coordination
Business exit planning and prep
Multi-generational wealth strategy
INVESTMENT APPROACH
Custom portfolio architecture
Alternative investment access
Concentrated position management
Tax overlay strategy
100% assets under management req.
PROMOTION TRIGGER
Portfolio reaches $10M+
Business sale completed
Estate architecture complexity
Multi-generational planning need
Invited to Presidio Meridian
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Graduation language: "What you have built places you in a very select group of families. We would like to have a conversation about moving you into Presidio Meridian — our highest tier, reserved for clients whose complexity and vision require something beyond what Private alone can offer."
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V
MERIDIAN — ELITE TIER
Presidio Meridian
$10 Million and Above · Family Office Experience
"The highest point. The full picture."
▼ EXPAND
OUR APPROACH
Presidio Meridian is reserved for a small number of families whose financial lives have reached a level of complexity that demands a family office approach. At Meridian, we do not manage a portfolio — we manage a financial life. Every dimension of wealth is addressed: tax architecture, estate structure, business interests, philanthropic strategy, and next-generation planning. Direct access to firm leadership. No waiting. No filters.
SERVICE MODEL
Unlimited meetings — no set schedule
Direct access to firm leadership
Dedicated family wealth team
24-hour response commitment
Annual family governance summit
PLANNING DEPTH
Family office-style coordination
Proactive tax architecture
Trust and estate construction
Business advisory and liquidity
Philanthropic and legacy strategy
INVESTMENT APPROACH
Fully bespoke portfolio
Private equity and alternatives
Cross-entity tax optimization
Multi-generational allocation
100% assets — full picture required
EXCLUSIVE ACCESS
Next-gen education and onboarding
Presidio network introductions
Private client events
Direct CEO relationship
Co-investment opportunities
✦
Meridian is by invitation only. Clients do not apply for Meridian — they are invited. When a Private client's assets, complexity, or life circumstances reach the threshold, the firm initiates the conversation. The language of arrival matters. This is not a product they purchase. It is a recognition of where they have arrived.
THE JOURNEY ARC
Compass
FIND DIRECTION
→
Ascent
BUILD MOMENTUM
→
Summit
FIRM MIN · ARRIVE
→
Private
ENTER A NEW WORLD
→
Meridian
REACH THE PEAK
Every client we serve is somewhere on this arc. Our job at every tier is to deliver so much value that moving up feels inevitable — and staying anywhere else feels like leaving something on the table.
PRESIDIO — CLIENT TIER ARCHITECTURE — CONFIDENTIAL — FOR INTERNAL USE