Where shall we start?

Fit, scope, and whether on-site work is even warranted. If it isn't, we'll tell you directly.

1. What's prompting this call — a liquidity event, an aging principal, a risk your firm can't take on as operator.
2. Whether a House Call, a Family Threat Model, or no engagement at all is the right next step.
3. If we move forward — how the introduction, scope, and client-of-record status get handled.

• Privacy

  We don't sell personal information. Scheduling this call runs through HubSpot — nothing else. The written privacy policy is the rule that governs everything after, including on-site work.

• Insurance

  The practice carries insurance for on-site engagements. A certificate is available on request.

• How we take introductions

  Advisors remain the primary relationship. We're introduced through you how you feel most comfortable. More on working through counsel and wealth advisors.