Our Correspondents
We work with a select network of fiduciary advisors, multi-family offices, private banks, legal counsel, and wealth managers who share our standards of judgment and discretion. Through them, we extend our services to the clients they serve.
A singular collaboration
Our correspondents are not referral partners in the conventional sense. They are trusted intermediaries through whom we exercise our mandate — and with whom we maintain a relationship governed by the same principles of restraint, continuity, and long-term responsibility that define our work with clients.
Where a correspondent identifies a client whose patrimony warrants our involvement, we act with full discretion on their behalf: managing acquisitions, sales, valuations, and insurance with the same care we extend to all mandates entrusted to the cabinet. We go further. We understand that the clients of our correspondents often carry concerns that extend beyond the financial — questions of transmission, legacy, cultural significance, and family continuity. We are prepared to engage with those dimensions as well.