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 The Principals ClubFor multigenerational business families, UHNWI's and their family offices. |  Research & PublicationsMarket trends and analysis for UHNWI's, family offices & family businesses. |
The Principals Club
The Principals Club, offered by M&D Wealth, is the world’s premier private membership for multigenerational business families, ultra-high-net-worth individuals (with annual revenues exceeding £100 million), and executives of single-family offices alongside their most trusted advisors.
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This invitation-only community fosters trusted peer connections, curated knowledge sharing, and strategic insights, empowering families to steward wealth, preserve legacies, and navigate complexity with confidence. Within a discreet, principles-driven environment, members gain exclusive access to:
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A global network cultivated through bespoke introductions and member profiling,
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Private global and regional family wealth events,
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Dedicated online forums for communication with peers worldwide,
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Co-investment workshops, masterclasses, and curated opportunities,
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Proprietary research, intelligence reports, and strategic insights.
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Membership is highly exclusive.
Admission is reserved solely for qualifying family enterprise and business principals, family members, family office leaders, family foundations stewards, high-net-worth investors;
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and a select group of vetted corporate partners, ensuring unparalleled relevance, exclusivity, and unrivalled multigenerational support at every level.
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Our Membership Community
Family Enterprise Principals
A Family Enterprise (Family Business) is a privately held entity where ownership and strategic direction are vested within a family, often with active involvement in its operations. Principals—including owners, senior executives, and family members with significant governance or performance interests—are invited to join the Circle.
Members gain privileged access to bespoke research, bespoke private meetings, intimate roundtables, and high-caliber convenings tailored to enterprise stewardship.
Next-Generation Family Members
A direct descendant or designated beneficiary of the family's primary wealth creator, actively engaged within the family enterprise or family office. This designation encompasses the emerging generation (typically ages 18-40) who are preparing for, or actively assuming, future leadership responsibilities.
These individuals are accorded full membership privileges, including access to curated events and exclusive thought leadership initiatives.
Single-Family Office (SFO) Leadership
A Single Family Office is a dedicated private organization managing the comprehensive financial, personal, and philanthropic affairs of one ultra-high-net-worth family. Senior SFO executives, nominated by a Family Principal, are eligible to participate.
Admitted members access Circle engagements and receive privileged insights pertinent to sophisticated wealth stewardship.
Qualifying Multi-Family Office (MFO) Executives
Executives from select Multi-Family Offices may be eligible, provided the MFO meets stringent criteria: ownership by client families, not-for-profit orientation, and delivery of fully bespoke services (e.g., investment governance, legacy structuring, concierge support).
Eligible representatives must hold a premium registration tier, demonstrate majority family-aligned interests, and maintain adherence to Circle standards to access publications and designated events.
Family Foundation
Stewards
Family Foundations are enduring philanthropic vehicles funded by intergenerational wealth to create sustained societal impact. Foundation representatives may be invited to participate when directly endorsed or accompanied by a family principal.
Access includes thematic research and convenings focused on legacy, strategic philanthropy, and impact measurement.
Eligible High-Net-Worth Investors (HNWI)