Be The One to Make it Happen.

Membership

Application Period: 🟢 Currently Accepting Applications for Fall 2024!

Thank you for applying to join the Grand Vision Family Office! Once your information is reviewed, our team will reach out to discuss next steps which includes a soft pull of your credit report.

Name

First Name

Last Name

Spouse Name

First Name

Last Name

Kids' Names & Ages

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

Date of Birth

YYYY

Spouse Date of Birth

YYYY

Employment Status

Average Hours Worked per Week

Annual Household Income

Have you ever had a bankruptcy?

Have you ever had a foreclosure?

Have you been convicted of criminal charges in the last 10 years?

Do you have a Trust?

Do you currently have any LLCs that you are a member or a manager of?

What do you hope to gain from the Grand Vision Family Office in the next 12 months? In the next 5 years?

What is the most important hurdle that you hope to overcome by being a member of the Grand Vision Family Office?

These are the 7 pillars of the Grand Vision Family Office. Which one do you feel you have the most control of at the moment, and which do you feel offers the biggest area of opportunity?

Is there anything else you’d like to share with us?