Working with us

A clear process from the first conversation onward.

How it works

From the first conversation to ongoing management.

StartTeam

  1. First

    An introductory conversation about your goals, your family and what you own.

  2. Second

    We review your holdings, accounts and obligations.

  3. Third

    We agree a plan covering your goals, cash flow and the portfolio.

  4. Fourth

    We put the plan in place.

  5. Ongoing

    We manage, report and review with you regularly.

Your assets

Your assets are held at an independent custodian, in your name.

Custodians we work with

Charles Schwab, Fidelity, Interactive Brokers, BNY Pershing and Altruist.

Clear reporting

You see what you own, where it is held and how it is managed.

Start with a conversation

Tell us about your family, your assets and what you want from your wealth.

ScheduleContact