Frequently Asked Questions
What are the costs?
In our limited beta, we offer the diagnostic for a one-time $2,000 fee. Clients typically save multiples of this by optimizing taxes, avoiding penalties, planning major purchases, and avoiding costly delays or taxes from inheritance and probate.
Is my data safe?
We use industry-leading encryption and strict access controls to ensure your information is protected. We never share your data without your consent. You can learn about our Data & Privacy policy clicking here.
Where does the benchmarking data come from?
Our insights draw on proprietary, verified data from 456 families in the U.S. Northeast and California, earning $256K–$1.74M, and are benchmarked against 146 conversations with leading private banks and family offices in the U.S. and Switzerland.
What exactly do you do?
Melqart is a financial benchmarking platform analogous to a family office or private bank optimizing your tax, legal, insurance, and banking structure.
How is Melqart different than a financial advisor or planner?
Unlike standard advisors or bankers, we combine high-touch personalized service with cutting-edge data analytics. Our recommendations are based on data and evidence that goes beyond the capacity of a single human advisor, not opinion.
How do I get started?
Getting started is simple. Reach out to us on our contact form, after an initial consultation, we guide you through a customized onboarding process that includes an intake form and uploading of documents to a secure portal.