What We Do

Every RIA makes the same promise. Few can deliver it.

The promise: “We’ll take care of everything.” Tax planning. Estate work. Insurance. Philanthropy. The full family office experience.

The reality: most established RIAs run lean teams of five to fifteen people. They do not have a CPA on staff. They do not have an estate attorney down the hall. When a client needs tax work, the advisor makes a phone call and hopes for the best.

1/3
of high-net-worth practices now charge separately for concierge services, and the share is accelerating. Behind it sits the harder math: a full in-house bench of estate counsel, tax, banking, and insurance specialists. Only the top 10 percent of firms solve it that way. It costs millions and compresses margins.

The Agora is the fix for the other 90 percent.

The model, in three layers.
01
In the room

This curated set of complimentary practitioners available in person, and virtually, for ALL Agora members. Tax advisory, insurance, investment management, investment banking, private equity, luxury travel, real estate, and others. In the network gets you into the room.

02
In the network

Practitioners across the national roster serve Agora clients remotely, visit Wayzata when the work calls for it, and bring their own expertise to the families they help. Curated, not crowded.

03
In the loop

Practitioners talk to each other. Referrals happen when people know each other, not because of a directory listing. Agora is bringing people together

How it works in practice.
There are two cohorts inside the Agora’s four walls, literally and virtually:
Wealth management industry leaders , and future wealth management industry leaders.
We are matching up college students and recent graduates struggling to find internships and jobs with the people who can help them get their toe in the door. It doesn’t matter WHAT you know as much as it matters WHO you know. The Agora membership model focuses on helping young people launch their careers.