What families ask
The questions that come up in the first hour, almost every time.
These are the ones we get asked most, roughly in the words people use.
Our answers do not change depending on who is in the room.
“We already have advisers. What are you?”
They handle what they handle, and they should keep handling it. We work on the question that sits upstream of all of it: what is this family trying to do? Nobody is usually asked that, and it is not your lawyer’s job to ask.
“Is this a fund?”
No. We do not take a position in anything we recommend and we do not get paid more if you deploy. If the right answer this year is that you do nothing, we need to be able to say it without it costing us.
“How do we know you are right?”
You do not, and we will show you where we are unsure rather than smooth over it. Every piece of work says what the evidence supports, what it does not, and what would change our minds.
“We are not that big. Is this only for very large families?”
No. What matters more than the number is whether you hold something the work needs: a business in the right sector, a relationship nobody else has, a reputation in a particular region.
“What if we do not like the answer?”
Then you do not act on it. The decision belongs to your family and we have no way to overrule it. We would rather lose a piece of work than talk you into something you did not believe.
“What does it cost?”
We agree it per piece of work, before anything starts. We are still testing what the right number is, and we would rather tell you that than quote you a price we have not stood behind yet.