We are selective about the relationships we accept, and prefer to accept new client mandates at a measured pace, enabling us to sustain our high service standards. While life stages may be different for each of our clients, we know you:
- Want to work directly with primary decision-makers, rather than be at the mercy of a representative relaying advice from decision-makers in a distant city.
- Desire complete transparency, including disclosure of all relationships and fees.
- Welcome policies and procedures that protect your wealth and comply with rigorous standards of regulators and auditors.