Private points strategy for those who've mastered building wealth — and realized their loyalty programs were loyal to everyone but them.
Their value is set by the programs that issue them — and changed without warning. A point worth 2 cents today may be worth 1.3 cents after a quiet Tuesday night announcement. We track every move across every major program so your strategy never falls behind the market.
Every card you carry, every transaction you make — your loyalty program is collecting. And quietly setting the terms for what those points are worth. Most people never look closely enough to know they're losing.
We built a practice around one insight: the gap between what high earners accumulate and what they actually use is enormous — and entirely fixable.
Every invoice paid by wire, every check written — points that ceased to exist the moment you hit send.
Your assistant books travel all year. Not one flight linked to a loyalty account.
Your portfolio has a manager. No one is managing your points.
Points expire. Programs devalue. Most people find out after it's already happened.
Because they are one. Private clients deserve private strategy — not a blog post and a referral link.
Not case studies assembled for a pitch deck. These are outcomes that happen when someone stops guessing and starts with a strategy built around their life.
I had 2.1 million points sitting across four accounts with no idea what to do with them. In three months, my family flew to the Maldives in a suite that would've cost $34,000. I paid $1,800 in taxes.
My advisor charges 1% to manage my portfolio and never once mentioned I was leaving six figures in travel value on the table every year. These people found it in week one.
I was redeeming Amex points for statement credits at 0.6 cents. Now I transfer to Air France and fly Singapore Airlines Suites. Same points. Completely different life.
The ROI is absurd. I pay a retainer and they save me many times that every year in travel I would've paid cash for. The best financial decision I've made in years.
We work with fewer than 40 clients at a time. Engagements are by application only, for those serious about treating their points like the asset they are.