HNW Concierge

Talk to a concierge planner

The Concierge tier is for high-net-worth, time-sensitive, or otherwise complex moves where software planning alone is not enough. A planner will route you to the right advisor for tax, investment, custody, medical, or urgency risk.

Intake from $999. No sign-in required to get in touch.

What you get

  • Concierge intake for tax, investment, custody, medical, or urgent-risk complexity
  • Professional-review handoff packet with route, profile, and document context
  • Advisor coordination path when software planning is not enough
  • Best for HNW, crypto, Golden Visa, or time-sensitive households

Contact a planner

Three ways to reach us

No account required. Pick whichever is fastest for you.

Email a planner

concierge@voltaire.claims

Booking link

Calendly link coming soon — for now, email or leave a note.

Leave a note

Use the form below and a planner will follow up.

Already have an account? Sign in to save this intent so we can attach the concierge request to your workspace.