Response time
We aim to acknowledge inbound inquiries within 2 business days. Complex requests may require a short call to scope.
Get in touch
Contact
Request a confidential introduction. We will respond with next steps and any information we need to understand whether we are a good fit.
Share high-level goals and constraints only in your first message; detailed financial documents belong in secure channels after we have agreed scope and compliance checks. If you are comparing advisers, ask us how we document policy, report risk, and coordinate with your other professionals.
Confidentiality
Do not send account numbers or passwords by email. We will provide secure channels after engagement.
Meetings
Introductory conversations are available by video or in person where we schedule coverage, confirm availability when you write in.
Media
For press or speaking requests, choose topic “Media” in the form so we route your message correctly.
Direct
Office hours (placeholder)
- Monday–Friday · 9:00–18:00 (local time)
- Closed on public holidays in your jurisdiction
- Emergency client protocols: provided in onboarding
Location
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Send a message
Submitting opens your email client with your message pre-filled. Replace this flow with a secure form backend (e.g. your CRM or form provider) when ready.
Contact FAQs
Practical questions about getting started and what to send (or not send) in a first email.
A short summary of your goals, timeline, and whether you already work with a tax or legal advisor. Avoid sending sensitive identifiers until we confirm secure channels.
Replace with your licensing and cross-border policy. Many firms require specific registrations before onboarding non-resident clients.
If applicable, state minimums or fee tiers here as approved by compliance. Otherwise we will discuss fit after understanding your situation.