We're building a certification for licensed professionals who want to practice Capital Architecture™ with their own clients: the same method, the same deliverable, the same standard. The founding cohort interest list is open now.
Certification shows you know the method. A license lets you use the name.
They're separate on purpose. Every certified professional keeps their own license, their own clients, and their own responsibility for their advice.
WHO IT'S FOR
Licensed and credentialed professionals only.
You already advise closely held business owners and the families behind them. Certification gives you a method for the part nobody's been paid to do: seeing the whole structure at once.
—CPAs and enrolled agents
—Financial planners and wealth advisors
—Insurance professionals
—Estate and business attorneys
—Family business consultants
—Bankers and lenders who serve owners
WHAT YOU'LL LEARN
Six modules, built from real engagements.
The same work behind the case stories on this site, taught as a repeatable method.
MODULE 01
The structure map
Reading entities, trusts, and agreements, and drawing one picture of control, economics, and where it's stuck.
MODULE 02
The eight moments
Sale, retirement, succession, inheritance, legacy, redemption, divorce, and a business in trouble: what each one breaks, and what to look for.
MODULE 03
Weighing the options
What each piece is doing, what it costs to keep or move, and the order changes should happen in.
MODULE 04
The handoff
Coordinating the family's attorney, CPA, trustee, and advisors without taking their work.
MODULE 05
Working with families
Who the client is, what gets shared, family meetings, and when to step back.
MODULE 06
Your case review
Map a real case. Golden Tree reviews it against the standard before you're certified.
THE PATH
Course, case, certification, and an optional license.
01
Learn the method
The course: six modules, built from real engagements.
02
Map a real case
Your own case, reviewed by Golden Tree against the standard.
03
Get certified
GTCAS Certification, renewed annually with continuing case standards.
04
License the brand
Optional. Use the Golden Tree Capital Architecture™ name and materials under a separate written agreement.
THE STANDARD
The name only means something if it's earned.
A reviewed case, not a quiz. Certification requires a real map that meets the standard.
Renewed every year. Certified professionals keep their license in good standing and their work at the standard.
Your practice stays yours. Certification doesn't make you part of Golden Tree, and Golden Tree doesn't supervise your advice.
It can be withdrawn. Certification and any license can be revoked if the standard isn't kept.
Be in the founding cohort.
Send a short note with your license and the kind of clients you serve. We'll keep you posted as the course takes shape, and founding members get first seats.
GTCAS Certification is in development. Curriculum, timing, fees, and requirements may change. Nothing on this page is an offer to sell a license or franchise; any brand license will be offered only under a written agreement and with any disclosures required by law. Certification does not grant a license to practice law, accounting, insurance, or investment advice, and does not make the holder an agent or employee of Golden Tree. Golden Tree Capital Architecture™ is a d/b/a of Golden Tree Wealth Partners, LLC.