It's All In the Relationship
We believe that long-term relationships with complementary, like-minded providers strengthen us and enhance our clients' experience. We work with companies who either offer service in areas where we do not, or who find value in making our service available to their clients.
We are a powerful partner to:
We have deep respect for the existing relationships our clients have with their advisors and other service providers. Partnering with us does not mean we will send all our clients to you! We make recommendations when a client is missing a component we think will be of benefit, or when a client directly asks us for a referral.√ Accountants√ Wealth managers and financial planners
√ Concierge and lifestyle management services
√ Attorneys specializing in personal/domestic matters
Some partners rely on us to serve their clients - through referrals, formal partnerships, or private labeling. Our goal in these cases is to help you look good by providing exceptional service to your clients and you.
Other partners serve our clients. Our goal in those cases is to introduce our clients to companies who make life easier and who go out of their way to handle each request with the same dedication as we do.
Due to the nature of our client profile, we select partners with extreme care. They aren't referral sources; they're a strategic part of our business. If you believe your firm is a good fit, please contact us.