Contact

Open a review.

Forty minutes, under a mutual NDA, no obligation on either side. You leave with a live model of your wealth — instrumented, allocated and yours to keep, whether or not we ever work together.

Mandate minimum
$5M
Reply within
1 business day
The review
40 minutes
Reviews per quarter
12

Request a review.

Six fields. A partner reads it — there is no queue and no assistant in between. If it is easier to write in your own words, the address is on the right and it reaches the same desk.

Replied to within one business day. Nothing is stored on this site.

What happens after you send it.

Five steps, published so that none of them is a surprise. The longest wait in the sequence is five business days.

  1. T+0

    The request lands on a partner’s desk

    Not a queue, not an assistant, not a CRM sequence. One of four partners reads it the day it arrives.

  2. T+1 day

    A reply with two or three times

    And a short list of what to bring: your most recent statements, any concentrated position, and the one number you cannot currently answer.

  3. The call · 40 min

    We build the first cut live

    On your figures, on screen, while you watch. Most of the value is in the first ten minutes, when the whole balance sheet appears on one line for the first time.

  4. T+5 days

    A draft policy statement

    Target weights, bands, liquidity floor, the tax budget, and the alternative policy we would advise against — with the reason we would advise against it.

  5. Then

    You decide, or you do not

    Roughly a third of reviews end with us saying you are fine where you are. The model is yours to keep either way, and there is no second call unless you ask for one.