We respond to every inquiry personally, usually within two business days. There's no intake form army — just a partner reading what you wrote.
We don't publish a hard floor. In practice, most relationships begin with $5M+ of investable assets or a trust of comparable scale, but complexity matters more than headline number.
Yes — preferably. We coordinate; we don't replace. If you'd like introductions to trusted counsel, we can offer those too.
One transparent fee, disclosed on day one. No commissions, no fund kickbacks, no soft dollars. Ever.
Selectively. Each principal caps the number of households they serve. We'd rather wait-list a great fit than rush an average one.