CORPORATE SUDDEN WEALTH - KELOWNA, BC
When the business changes hands, the owner’s life changes too.
Every corporate wealth transfer runs on the Sovereignty Operating System™,
applied to the specific forces at work in your exit.
WHO WE WORK WITH
Two Wealth Transfers.
One Sovereign Framework.
ProsperWise helps founders and business owners prepare for and navigate major corporate wealth transfers, including business exits and growth-stage planning.
Growth Stage Founders
You're in the thick of it. Scaling your company, optimizing operations, making high-stakes decisions every day.
You may be planning an eventual exit, and we help coordinate the planning so your tax, legal, and liquidity decisions support the outcome you want.
Exiting Founders
The deal is closed. The wire has landed. The operating company that gave your days structure and purpose is gone.
Now you need a governance framework for the capital, so your next chapter is built on clarity instead of momentum.
ProsperWise helps founders build a Virtual Family Office for liquidity, tax, legal, and investment coordination.
Every Corporate Wealth Transfer Runs on the Same Operating System.
The Sovereignty Operating System™ is not a product. It is a governance framework built in a specific sequence for a specific reason: your sovereignty.
The Sovereignty Charter™
Your written financial constitution. It defines what the wealth is for, who has access, what decisions will never be made under pressure, and what "enough" looks like. No capital is deployed until the Charter is ratified.
The
Storehouses
The Holding Tank, Liquidity Reserve, Strategic Capital Reserve, Philanthropic Trust, and Legacy Trust. The protection layer is established before a single dollar enters the growth layer.
The
Vineyard
The investment portfolio, operating companies, and income-producing real estate — structured around your Sovereignty Threshold, the exact liquidity that makes market risk optional, not mandatory.
THE FAMILY CFO
"I don't manage portfolios until the governance framework exists. Every service I offer starts in the same place — a Sovereignty Charter that tells us what the wealth is for. Everything else follows from that."
Rolf Issler, BMgt (Hons), CLU is a Sudden Wealth Specialist and the founder of ProsperWise Advisors in Kelowna, BC. He works exclusively with inheritance recipients, exiting founders, and windfall recipients. Once the Charter is ratified and the client is ready, he implements the required investment strategies, insurance structures, and governance frameworks directly.
His fee structure is flat and transparent: $249 for the Stabilization Session, $3,999 for the Charter engagement.
rolf@prosperwise.ca · 778.215.2556 · Kelowna, British Columbia
Frequently Asked Questions
What types of clients does ProsperWise Advisors work with?
ProsperWise Advisors works exclusively with three types of clients: inheritance recipients navigating estate settlements, exiting business founders managing post-sale proceeds, and windfall recipients who have received sudden wealth from a lottery, cryptocurrency, real estate sale, legal settlement, or bonus. All three situations share a common challenge — significant, often irreversible financial decisions made under time pressure and emotional complexity.
What is the Sovereignty Operating System™?
The Sovereignty Operating System is a three-part wealth governance framework built by ProsperWise Advisors for Canadians managing sudden wealth. It consists of The Storehouses (protection and holding structure), The Vineyard (growth assets and investment portfolio), and The Sovereignty Charter (the written financial constitution that governs both). The Charter is built first. The Storehouses are established second. The Vineyard is planted last.
How does ProsperWise charge for its services?
ProsperWise Advisors charges a flat fee — $249 for the Stabilization Session and $3,999 for the full Sovereignty Operating System engagement. There is no assets-under-management fee, no product commissions, and no incentive to deploy capital quickly. The flat fee structure means ProsperWise is paid to plan, not to sell.
What is the Stabilization Session?
The Stabilization Session is a $249 working session with Rolf Issler — not a sales call. In 90 minutes, you leave with a Personal Financial Map, an Immediate Risk Scan identifying the most urgent decisions in your specific situation, and a 30-Day Action Framework. It is designed to create clarity and a concrete path forward before any long-term commitment is made.
Does ProsperWise Advisors work with clients outside Kelowna?
Yes. ProsperWise Advisors is based in Kelowna, BC and works with clients across Canada. The Stabilization Session and the full Sovereignty Operating System™ engagement are both available virtually, and the planning framework is built specifically for Canadian tax law — including LCGE, HoldCo structuring, RRSP rollover provisions, and BC Family Law Act considerations.
THE RIGHT FIRST STEP
Begin with Georgia.
Or, begin with Rolf.
There is no wrong first step — only a first step. Georgia is private, immediate, and asks nothing of you. The Stabilisation Session is a working session with Rolf that leaves you with a clear picture and a concrete path.