Question 1

Are you accepting new clients?

Accepted Answer

We currently have three open seats. The practice caps at fifty households. When we reach capacity the inquiry form closes; prospective clients are told honestly whether and when a seat may open.

Question 2

What is the engagement minimum?

Accepted Answer

We do not publish a hard minimum. Most engagements involve households with $10M+ in investable assets, but the right answer is often "let us have a conversation." The minimum is, in practice, alignment around the long horizon.

Question 3

How are you compensated?

Accepted Answer

A flat annual retainer based on engagement complexity. AUM fee on assets under our management, tiered down significantly above the first ten million. No commissions, no proprietary products, no insurance sales. Disclosed in our Form ADV every year.

Question 4

Where do meetings take place?

Accepted Answer

Most first meetings happen on the island or at the client's home. Ongoing meetings happen quarterly, in person where geography allows, by video where it does not. The practice has clients across New England, the Mid-Atlantic, and a small West Coast cohort.

Question 5

Do you work with families who already have an advisor?

Accepted Answer

Yes. Most engagements begin with an existing advisor relationship. We are clear about transitions: there is no rush, and we make the handoff slowly and respectfully. Many of our long-term clients took six to twelve months to fully transition.

Question 6

What happens if you retire?

Accepted Answer

Honest answer: this is a principal-attention practice. The relationships are with me. I have a succession plan in place with two senior outside advisors I trust — but the practice is not built to be sold or scaled. Clients are told this directly during the first conversation.

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