For UNHW Families

Choosing the Right Path

If you are facing a liquidity event, contemplating an exit strategy, or considering a change in wealth advisor, we specialize in finding the ideal advisory firm for ultra-high net worth families. Our approach is meticulous: we start by understanding your distinct requirements and then facilitate a tailored selection process.

Working with your family:

Narrowing the field: helping to create a refined list of “finalist” firms to engage.

Development of a Request for Proposal (RFP).

Complete analysis of those firms to determine which is the right fit for your family.

On-boarding and transition counsel post engagement, including price negotiation.

Periodic “check-ins” to ensure the relationship is healthy and productive for both the family and firm.