For financial advisors, attorneys, and family offices

You built them a solid plan. Now provide the rest.

Built on the proven practices of the world's most enduring families, CenturyHouse is a complete "soft governance" operating system and tool vault covering every dimension of family culture, heir preparedness, family continuity, and values transmission.

  • Win clients. Offer a holistic family culture transmission system that competing firms do not have.
  • Retain the clients you have. Tools to cover the deeper conversations, beyond the numbers.
  • Build Gen 2 relationships. Work side-by-side with the adult children years before the transfer.
  • Receive referrals. Families join CenturyHouse directly, sometimes without an advisor. When one asks for an introduction, we draw from advisors in their area with active sponsorships.

Your own account is free. Your first client family is free. No credit card to begin.

No custodyNo compliance loadNo investment, tax, or legal adviceThe family owns its data
The CenturyHouse platform
What your clients experience

See it before you send it.

A diagnostic score card. Personalized tool recommendations. Step-by-step guidance built in. Families grant you access to see their work.

Family Legacy Score

The Family Legacy Score

Twenty-five questions, seven minutes, no password and no credit card. One number, a band, and a reading across the Five Pillars that names what is weakest and what that predicts.

The install path

An ordered install path

The weakest pillar is named, the first tool unlocks, and the family works in sequence. Core values, mission statement, council primer, charter builder, first meeting planner.

A note from Mark inside the Council pillar

Guidance built in

Short notes and prompts from Mark meet the family inside every pillar. They are never building alone, and you are never asked to run a session.

Inviting family members

The whole family, one sponsorship

Spouse and adult children join under the same membership at no extra cost. The family controls which pillars each person sees and whether they may comment or download.

Family Advisors access panel

You, named inside it

The family adds you as a Family Advisor with pillar-scoped review access. You choose nothing. Access is granted by the family, is revocable, and is logged.

The permanent vault

Attorneys hold the wills. Custodians hold the portfolio. Until now the family's culture, values, and soft governance had no custodian at all.

CenturyHouse is where they are kept. Owned by the family, added to every year, and inherited intact.

What to do next

Three steps.
You pay only if they use it.

1
First

Experience it yourself, free.

Advisors receive their own personal use account at no cost. Run the Diagnostic on your own family, open the library, build your own family legacy using the tools you like. Experience it yourself first.

No card. No expiry. Free permanently.
2
Next

Activate now and your first client family is free.

One sponsorship, placed with any client you choose. If they accept, their family's membership is prepaid and you are added as their named advisor when they grant access.

Your free sponsorship is reserved for thirty days from the day you open your account.
3
Then

Send clients your invite code. Credits charged only when a family activates.

Share your personalized code with as many clients as you like. Your credits are not spent unless a family accepts and activates. $497 per family per year, about $41 a month, and less when you buy credits in bulk.

Unused credits never expire and remain available for any future family.
1 credit$497$41 / mo
3 credits$450$38 / mo
5 credits$425$36 / mo
10 credits$385$32 / mo
20 credits$350$29 / mo

Price shown is per family, per year. Monthly figures are the annual price divided by twelve. Unused credits are covered by the CenturyHouse Commitment.

Create your free advisor account

Takes about two minutes. No credit card.

Q&A

Cost and terms
What does it cost?

$497 per family for a year (about $41 a month) when purchased individually. Buying credits in bulk lowers costs significantly. Your own advisor account is free permanently, and your first client family is free.

You buy sponsorship credits in advance and spend them as families activate.

When exactly am I charged?

You purchase sponsorship credits in advance. A credit is spent only when a client family accepts your invitation and activates an account. You may send your code to twenty clients and spend nothing if none of them activate.

Your first activation is covered by the free sponsorship already sitting in your balance.

Is it recurring?

The family's membership runs for a year. You choose whether to renew it, or the family can carry it themselves. Nothing renews on your card without your action.

What happens to credits I do not use?

They never expire and remain in your balance for any future family. They are covered by the CenturyHouse Commitment, which also allows you to apply them in full toward any future CenturyHouse engagement, or to transfer them if the Method turns out not to suit your practice.

The thirty-day reservation applies only to the free sponsorship you receive at signup, not to credits you have purchased. Read the CenturyHouse Commitment.

Do you offer refunds?

We offer something better. Because a thirty-day refund window does not fit a hundred-year horizon, we offer the CenturyHouse Commitment instead.

An investment in a family does not expire. Unused credits apply in full toward any future CenturyHouse engagement, live-events, or materials, and they may be transferred if the Method is not right for your practice. Read the CenturyHouse Commitment.

What if my client only uses part of it?

There is no finished or unfinished state. The operating system is a continuously growing suite of tools that improve family culture, continuity, and values. Clients can find benefit and value from just one or two tools. Or clients may use all the tools. It is up to them.

Your practice
How much of my time does this take?

Introducing it takes one sentence and a link. The Diagnostic takes your client seven minutes. The family does the building work on its own schedule, guided inside the platform.

Do I have to explain the Five Pillars or run sessions?

No. The platform explains itself and Mark's guidance is built into every pillar. Most advisors send the free Diagnostic first and let the scorecard start the conversation at the next review.

Can my client tell that I paid for it?

Yes. The invitation says plainly that you are sponsoring the membership and clients invite you to see and review their individualized tools and documents they create.

What do I actually get to see?

Only what the family grants. They are in control. The family adds you as a Family Advisor, selects which pillars you may view, and chooses whether you may comment or download. Access is revocable at any time. The family is in control.

How do referrals work?

Some families join CenturyHouse without an advisor. When one asks us for an introduction, we draw from advisors with active sponsorships. The family decides what happens next.

Where does the family's work live, and for how long?

In the family's own vault on CenturyHouse, permanently. Every document stays in one place, owned by the family, added to year after year, and passed on intact. Nothing introduced here has to be rebuilt by the next generation.

What if the client leaves my firm, or I switch firms?

The family keeps its account and everything in it. Nothing about the family's access or ownership changes. Your review access follows the family's wishes.

Can I use this with my own family?

Yes, and we recommend it. Your advisor account includes full access to every tool, so you can experience it yourself before sponsoring your clients.

The method and the people behind it
Who created CenturyHouse?

Mark L. Rockefeller spent over two decades studying and looking for a legacy framework that combined the rigor of a family office with the intergenerational convictions of a father. CenturyHouse is the result of that work. He built it for himself and others like him, to provide a family a structure designed to last 100 years.

Mark is a father, grandfather, serial founder, three-time chief executive, former attorney, patent holder, and military veteran. His awards include EY Entrepreneur of the Year, Innovator of the Year, 40 Under 40, and YPO member. He has been featured in The Wall Street Journal, CNBC, Fox News, Forbes, Entrepreneur, and Inc.

Is there a relationship between CenturyHouse and the Rockefeller family?
The Rockefeller Family Association Transactions

CenturyHouse is built principally on Mark's 25 years of study and practice. It is informed by the Rockefeller Family Association Transactions, a set of books that documented the intergenerational continuity efforts of the Rockefeller family between 1905 and 1925. These books were passed down in hard copy to Mark for safekeeping. He distilled the best Rockefeller practices along with the shared practices of the world's most enduring families to create CenturyHouse.

CenturyHouse is not affiliated with any other Rockefeller organization or Rockefeller-branded entity.

Does CenturyHouse compete with what I do?

No. CenturyHouse never provides investment, tax, or legal advice, never recommends a security or a strategy, and never structures an estate. It addresses family culture, values identification, stewardship intent, narrative, and soft governance. The licensed work belongs to you, to the attorney, and to the CPA.

Your compliance professional
Is our firm engaging CenturyHouse as a service provider?

No. The family is the contracting party and the data owner. The firm signs nothing beyond a sponsorship order form.

Does our firm share client nonpublic personal information with CenturyHouse?

No. Sponsorships are redeemed by invitation code. The family self-registers and enters all information directly. Under amended Regulation S-P, CenturyHouse does not handle or maintain customer information on the firm's behalf.

Does the firm receive any compensation from CenturyHouse?

No. Payment flows one direction only. There is no referral fee, revenue share, or affiliate payment made from CenturyHouse to any firm.

Does CenturyHouse provide investment, tax, or legal advice?

No. CenturyHouse addresses only the non-technical questions of family identity, stewardship intent, narrative, and human development. It never makes an investment or securities recommendation, and never offers tax or estate structuring advice.

Do applicable regulations limit firm sponsorship of a client's membership?

Not usually. Firms should apply their own gifts policy. Gift restrictions generally do not apply to gifts made to individual retail customers. Two areas to watch: where the recipient is an employee of an institutional customer, under FINRA Rule 3220, and anything given to a government official, under SEC Rule 206(4)-5, FINRA Rule 2030, and MSRB Rule G-20.

Does the platform create communications we must capture?

No. There is no advisor-to-client messaging inside the platform.

What can the advisor see, and how is consent recorded?

Families own the data and decide who may see the documents they produce. An advisor sees only what the family grants. Consent is explicit, revocable, and logged, and the log is exportable to the firm's records.

What happens if the relationship ends?

The family retains its account and its documents. The departure of an advisor changes nothing about the family's access or ownership.

Download the compliance one-pager

A fifteen-minute call with your compliance team can be arranged at your convenience.

Begin

Win head to head. Retain the clients you have. Build Gen 2 relationships. Receive referrals.

Free account. First client family free. Credits are spent only when a client activates.

311 Golf Road #1000 West Palm Beach, Florida 33407

Questions or feedback? We'd like to hear from you at [email protected]

 Build a 100-year family™  CenturyHouse™   Family Entropy™  and Family Operating System™ are all protected by trademark. CenturyHouse was created by Mark L. Rockefeller and is not affiliated with any other Rockefeller-affiliated or Rockefeller-branded entities. Viewing this material and the CenturyHouse platform is subject to the Terms & Conditions below. These materials may not be copied, reproduced, resold, sublicensed, or used for commercial or training purposes without prior written permission from Centuryman LLC.

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