Engagement begins with a conversation
Every family's situation is different. So is every engagement. What remains constant is how we structure the relationship — transparently, in writing, and with no product to sell.
From first conversation to ongoing relationship
The concierge relationship takes shape through three stages, designed to ensure that both parties understand the work, the scope, and the terms before any advisory relationship begins. We do not onboard clients through a product menu.
A complimentary 60-minute meeting, held in confidence. We listen to your situation — family structure, existing advisors, current holdings, and the questions you are trying to answer. No material is shared or produced at this stage. If the situation falls outside our competence or does not require our services, 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 do not distribute proprietary products, because we have none. We do not accept undisclosed commissions from third parties. Where an introducer fee may apply — in limited cases, from vetted service providers such as custodians, law firms, or insurers — it is disclosed to you in advance, in writing, and you may decline the introduction without penalty.
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 engage us for a defined project — a cross-border restructuring, a succession framework, a due diligence report. Others work with us continuously, as the coordinating concierge across their broader advisory team. The right shape of engagement is determined during 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 tailored 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 directly during the consultation.
A 60-minute introductory meeting. No cost. No obligation. All discussions in strict confidence.
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