The ultimate in personalized financial consulting for clients who want white-glove, high-access partnership—without asset-based fees, commissions, or conflicted advice.
No AUM fees. No commissions. No conflicts of interest. Priority access, high-touch planning, and advocacy in key meetings when it matters.
Priority support for urgent decisions, transitions, and time-sensitive financial needs.
Four personal planning meetings in your first year for deeper design and tighter execution.
Availability beginning earlier in the day to accommodate complex schedules and global needs.
Attendance service for estate, tax, or other professional meetings when advocacy is needed.
For clients who want a true partner at the table and proactive, high-touch service.
Concierge is best for high-complexity households or executives with frequent, high-impact financial decisions.
