Be Part of Our Community

Membership Agreement

M&D Wealth is dedicated to fostering a sanctuary of trust, discretion, and unparalleled value for the world's most distinguished families and their advisors. This Agreement outlines the shared principles that uphold the integrity and unique value of our community.

I. Core Principles of Conduct: Preserving Our Sanctuary

The foundation of The Principals Club community is a strict non-solicitation covenant. We require all members, esteemed guests, and distinguished speakers to honor this sacrosanct environment. Accordingly:

• Strict Prohibition: Solicitation for investments, services, or business opportunities is expressly forbidden. This includes informal presentations, pitches, or overtures of any nature.

• Professional Courtesy: Exchanging business cards and fostering genuine professional connections remains entirely appropriate and encouraged.

• A Collective Pledge: All members, whether newly welcomed or long-standing pillars of our community, commit to preserving this essential safe harbor.

• Respectful Engagement: Interactions within The Principals Club community must consistently reflect the highest standards of politeness, professionalism, and mutual respect. This extends to warmly welcoming advisors and speakers into our learning community and valuing their perspectives when offering feedback on presentations or communications.

II. Engagement within The Principals Club Membership: Confidentiality & Collegiality

The Principals Club Membership provides a confidential, private network designed for meaningful dialogue. To maintain its unique value:

• Freedom with Responsibility: Members enjoy the freedom to pose questions and the assurance of thoughtful, professional replies within this secure forum.

• Constructive Discourse: While candid discussion is valued, criticism of advisors or fellow members must be expressed with utmost professionalism and discretion. Derogatory remarks are unacceptable.

• Absolute Confidentiality: Dialogues within The Principals Club Membership are strictly confidential. Under no circumstances should content be printed, forwarded, or shared beyond your immediate family or family office.

• Member Responsibility: M&D Wealth is not responsible for views expressed or actions taken based on information shared within the network. Responses are neither edited nor vetted by M&D Wealth. Members acknowledge that opinions shared may reflect individual biases and undertake to perform their own extensive due diligence on any matter of consequence.

III. Sustaining Our Community: The Value of Participation

The vitality and relevance of the M&D Wealth network are profoundly enriched by the active engagement of its members. We kindly request your contribution to our collective knowledge through:

• Annual Insight: Completion of at least one M&D Wealth survey per year.

• Ongoing Engagement: Regular participation within The Principals Club Membership, by answering or posing questions, is greatly encouraged throughout the year.

IV. Essential Membership Disclosures: Upholding Integrity

To preserve the unparalleled integrity and composition of our membership, M&D Wealth requires all members to affirm their affiliations annually. Please indicate your current status regarding the following:

V. Membership Integrity: A Shared Commitment

M&D Wealth maintains the discretion to decline membership to any Family Member, Family Office Executive, Family Foundation Executive, Private Wealth Holder, or Principal whose profile does not align with our established qualification criteria. Should a member's circumstances change during their tenure in a manner that affects their qualification status, M&D Wealth reserves the right to review or adjust membership privileges accordingly. The provision of false or materially misleading information pertaining to the qualification criteria will result in immediate termination of membership without refund.