Private Consultation
We accept a limited number of new client relationships each year. If our approach resonates, we would welcome the opportunity to learn about your family's objectives.
Every relationship begins with a conversation. Please share some preliminary information, and a member of our team will reach out within two business days to schedule a confidential introductory call.
There is no obligation and no fee for the initial consultation. Our goal is simply to understand whether our approach might be the right fit for your family.
Minimum relationship: $5M in investable assets. All information submitted through this form is treated with the strictest confidence and is never shared with third parties.
780 Park Avenue, 4th Floor
New York, NY 10021
Our flagship office, established in 1987.
Monday – Friday, 8:30 AM – 6:00 PM
Tel: (212) 555-0100
55 Railroad Avenue, Suite 200
Greenwich, CT 06830
Serving Fairfield County since 1994.
Monday – Friday, 9:00 AM – 5:30 PM
Tel: (203) 555-0200
340 Royal Poinciana Way, Suite 300
Palm Beach, FL 33480
Seasonal and year-round advisory services.
Monday – Friday, 9:00 AM – 5:00 PM
Tel: (561) 555-0300
From initial inquiry to ongoing partnership, every step is designed to be thorough, transparent, and respectful of your time.
Submit your consultation request. A senior member of our team will contact you within two business days.
A confidential phone call to discuss your situation, answer your questions, and determine if there is a mutual fit.
An in-depth meeting — in person or by video — to review your complete financial picture, goals, and concerns.
We present a tailored wealth management plan with clear recommendations, fee transparency, and implementation timeline.
Upon agreement, we coordinate account transfers and begin implementation. Your dedicated team is always a phone call away.
We understand that the decision to share your financial details requires trust. From the first inquiry to decades of partnership, your information is treated with the absolute confidentiality that a relationship of this nature demands.
We have never sold client data. We have never shared client information with marketers. We never will. Your privacy is not a compliance obligation — it is a core value of this firm.
All digital communications are encrypted end-to-end. Our client portal uses bank-grade security with multi-factor authentication and continuous monitoring.
Your personal and financial information is never shared with, sold to, or made accessible to any third party without your explicit written consent.
We are a registered investment advisor subject to SEC oversight and fiduciary standards. We adhere to all applicable privacy regulations including Regulation S-P.
We collect only the information necessary to serve you effectively. Inquiry data for individuals who do not become clients is securely deleted within 90 days.