Membership.
Membership begins with private-side practice and develops through Operator, Architect, and Steward capability.
The membership paths
Operator
$111 per month.
Build disciplined member implementation and operate the instruments.
- Member-only tools, templates, and ledgers
- Live community and office hours
- Heir Readiness Index self-assessment
Architect
$222 per month.
Develop member system-design capability and architect durable structures.
- Everything at Operator
- Member circles for system design and oversight
- Advisor introductions through the referral framework
Steward
Advanced private engagement.
Oversight, mentoring, fiduciary development, and advanced family-office practice.
- Everything at Architect
- Advanced mentoring and oversight
- Architect practice is prerequisite
The framework
Members agree to a common standard of practice and remain responsible for their own decisions, records, structures, and operations. BTPMA supplies instruments, cadence, community, and review.
The advisor-referral pattern
When specialized professional assistance is appropriate, the association may make an introduction through its referral framework. A referral is an introduction; it does not make BTPMA the member's representative.
What is included, and what is not
- Included: tools, templates, ledgers, community, office hours, member circles, and the referral framework.
- Not included: representation, guaranteed outcomes, or guaranteed legal or tax treatment.
Ready to begin?
Choose the scope you are prepared to operate and understand what happens next.