Engagement begins with a conversation
Every family's situation is different. So is every engagement. What stays the same is how we set up the relationship: in writing, up front, with no product to sell.
From first conversation to ongoing relationship
The concierge relationship takes shape in three stages. By the end, both sides understand the work, the scope, and the terms. There is no product menu to sign up from.
A complimentary 60-minute meeting, held in confidence. You tell us about your family, your existing advisors, your holdings, and the questions you are trying to answer. Nothing is shared or produced at this stage. If the situation falls outside what we do, we will say so.
If there is a basis for engagement, we prepare a written mandate letter. It defines the scope of work, deliverables, timeline, fees, and the terms of our fiduciary duty. Nothing is agreed verbally. The mandate is signed before any work begins.
Ongoing engagements include scheduled reviews, documented deliverables, and a dedicated point of contact among the founding partners. Terms are revisited annually or whenever a material change in your circumstances requires it.
A bespoke fee, fully disclosed
Our fees are set by the scope and complexity of the mandate, not by the size of your assets. We work on fixed retainers, defined project fees, or a combination of both, depending on what the engagement requires. Every fee is agreed in writing and disclosed in full before work begins.
We do not charge fees on assets under management, because we do not manage assets. We have no proprietary products to distribute, and we accept no undisclosed commissions from third parties. In limited cases, a vetted provider (a custodian, law firm, or insurer) may pay us an introducer fee. Where this applies, we disclose it in advance, in writing, and you are free to decline the introduction.
Families and entrepreneurs with complex financial lives
We typically work with entrepreneurs, families, and principals whose wealth spans multiple jurisdictions, includes operating businesses or complex holdings, and requires coordination between legal, tax, banking, and investment counterparties. Our clients value independence, discretion, and a single point of accountability across their advisory relationships.
Not every family requires a full-scope engagement. Some hire us for a defined project: a cross-border restructuring, a succession framework, a due diligence report. Others work with us on a continuing basis, as the coordinating concierge across their broader advisory team. The right shape of engagement comes out of the consultation.
Common questions
Every engagement begins with a complimentary 60-minute consultation. From that conversation, we assess whether we are the right fit for your situation and, if so, propose a mandate. There is no obligation and no cost for the initial meeting.
Fees are bespoke to the mandate. We use fixed retainers, project fees, or a combination, depending on the scope. All fees are disclosed in writing before work begins. We do not charge fees on assets under management, and we do not earn undisclosed third-party commissions.
Our service covers financial coordination, structuring, governance, due diligence, and regulatory matters. Personalised advisory regarding financial instruments is provided exclusively through regulated entities under separate agreements, in accordance with MiFID II.
There is no published minimum. The right engagement is determined by the complexity of your situation, not by an asset threshold. If your needs fall outside our scope, or would be better served by a different type of firm, we will tell you during the consultation.
A 60-minute introductory meeting, no cost and no obligation. Everything discussed stays confidential.
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