For Brokers & Referrers
A partnership built on trust
We work with trusted professionals who share our commitment to client outcomes. When your clients face situations requiring specialized strategic advisory, we're here to help—while protecting your primary relationship.
Why Partner With Us
Enhancing your client relationships
01
Protected Relationships
We never approach your clients directly. All engagement flows through you, and we work to strengthen—not replace—your primary relationship.
02
Complementary Expertise
Our focus on strategic structuring and long-term planning complements rather than competes with investment management, insurance, and legal services.
03
Capacity for Complexity
When clients present challenges beyond your core expertise, we provide the specialized knowledge and bandwidth to address them properly.
04
Transparent Communication
You remain informed at every stage. We provide regular updates and ensure recommendations align with your understanding of the client's needs.
Who We Work With
Professionals who share our values
Investment Managers & Family Offices
For clients requiring strategic structuring, succession planning, or multi-jurisdictional complexity beyond investment mandates.
Solicitors & Barristers
When clients need strategic advisory that complements legal execution—particularly for cross-border matters or family governance.
Accountants & Tax Advisors
For clients whose situations require strategic planning that goes beyond compliance and into proactive wealth protection.
Insurance Professionals
When high-net-worth clients need comprehensive planning that contextualizes insurance within a broader strategic framework.
Private Bankers
For clients requiring specialized advisory beyond banking services—particularly around structure, succession, and autonomy.
The Referral Process
Simple, transparent, professional
Introduction
You introduce us to your client, either through a joint call or a warm introduction via email. You remain the primary relationship.
Engagement
If appropriate, we engage directly with the client while keeping you informed. You receive regular updates on progress and recommendations.
Coordination
Implementation involves coordination with you and other advisors. Where referral arrangements exist, they are honored transparently.
Let's explore a partnership
If you work with clients who could benefit from our approach, we'd welcome a confidential conversation about how we might work together.
