A curated community for

connections

new ideas

opportunities

experiences

The Index seeks to connect high-achieving entrepreneurs / creators / investors to build meaningful relationships.

THE INDEX
THE INDEX
THE INDEX
THE INDEX
THE INDEX
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A Trusted Network

Every member must apply and be manually approved for personality and experience-fit.
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Build High Net Worth Connections
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Learn From Their Experience
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Find New Opportunities
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In-Person Events

Meet people and build relationships the best way we know how - in person.
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2x Events Per Year
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Local Meetups
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Luxury Retreat Invitation
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Engagement Platform

A private space to connect with other members, ask questions, share insights, and learn together
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Workshops by experts
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Virtual Meetups
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Seek Feedback and Advice
A Curated
Ambitious Network
Here's our approach
Unique value you can't get anywhere else:

Concierge Networking

Personalized introductions to members aligned with your aspirations, interests, and needs.

Insider Opportunities

Access vetted, private deals that you wouldn't otherwise have access to.

The Expert Series

Workshops with world-class professionals on topics like advanced tax strategies, real estate, and more.

Portfolio Audit

Share your current allocation, goals and potential future allocation for group feedback and critique.

The Community Sentiment Report

Reports on where members are investing, where they see opportunity in markets, and where they see the biggest risk.

Founder Member Benefits

Lifetime discounted pricing, recognition, and bonuses like private dinners.

Topics of Interest in

The Index

Unique Investment Opportunities
Tax Optimization Strategies
Wealth Preservation and Growth
Legacy and Estate Planning
Health and Peak Performance
Structuring a Business to Sell
Lifestyle and Experiences
Trends in Tech and Business

Qualifications

The Index is more than a community—it’s a connection to like-minded individuals who are shaping what’s possible.

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#01

Ambition and Achievement

The Index is a community for those who lead with ambition, integrity, and a commitment to continuous growth. Our members are proven achievers who bring not only success but also a collaborative spirit and a sense of purpose. It’s not just about what you’ve accomplished—it’s about how you approach what’s next.

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#02

Contribution and Transparency

Membership in The Index means engaging in a culture of openness and shared knowledge. Our members contribute diverse perspectives, offering insights and experiences that elevate the entire group. It’s a space where mutual respect and a willingness to share ideas foster true growth and connection.

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#03

Investable Assets of $2m+

The financial qualification of a $2 million liquid net worth ensures that all members operate at a similar level of expertise and opportunity. This standard creates a foundation for meaningful dialogue and valuable relationships within the group.

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#04

Must Apply For Invitation

Membership is thoughtfully curated. Every potential member undergoes a review process to ensure alignment with the values and ethos of The Index. This is a space reserved for those who not only meet the criteria but also bring something distinctive to the table. Invitations are extended only to those who fit seamlessly into this exclusive circle.

What members have to say:

"What sets The Index apart is the quality of the people. Everyone here is driven, authentic, and committed to growth. The exclusive events and one-on-one connections have opened doors I didn’t even know existed."

What members have to say:

"Joining The Index has been transformative. The insights I’ve gained from peers and the curated opportunities presented here have far exceeded my expectations. It’s rare to find a community where every conversation adds tangible value to your life and business."

What members have to say:

"The Index is more than a network—it’s a space where I’ve found clarity, inspiration, and direction. The discussions around tax strategies and legacy planning alone have already saved me tens of thousands and helped me create a more impactful vision for my family’s future."

FAQ
What if I don’t know anyone in the group yet?

Joining a new community can feel daunting, but The Index is designed to help you build connections effortlessly.

Our Onboarding process ensures you’re introduced to members aligned with your goals from day one. Plus, with Concierge Networking and quarterly meetups, you'll quickly form meaningful relationships with like-minded peers.

How does your pricing work?

We priced the membership so we can deliver a premium experience, extra benefits, and so that members are invested in engaging with the group.

There are difference options for pricing and with early access to exclusive investment opportunities, expert-led workshops, and a personalized wealth-building playbook, we hope members see measurable financial and personal growth within their first year.

Our 90-Day Success Guarantee ensures you feel the value, or your fee is refunded.

What if I’m too busy to participate fully?

The Index is built for busy, high-achieving individuals like you.

Our app ensures you can engage on your schedule. We'll be notifying you as early as possible for schedule of in-person events.

How is this different from another networking group?

The Index stands apart by delivering unique experiences you can't get elsewhere.

Through curated introductions, expert-reviewed strategies, and unique opportunities like exclusive investment deals, you’ll gain actionable insights. This isn’t just networking—it’s a platform for personal and professional growth.