HIGH NET WORTH Advisory
Private Advisory for
HNW Individuals.
Wealth solves most problems. It creates one it can't: you stop receiving honest feedback on how you come across.
Your team is paid to agree. Your advisors protect the relationship. Your friends don't want the awkwardness. The result is a growing blind spot around how you're actually perceived, what you're actually signaling, and what it's quietly costing you. We close that gap.
Your team is paid to agree. Your advisors protect the relationship. Your friends don't want the awkwardness. The result is a growing blind spot around how you're actually perceived, what you're actually signaling, and what it's quietly costing you. We close that gap.
Engagement Protocol
- Phase 1: The Private Inquiry You submit a secure brief of your situation. I personally review every submission to determine fit.
- Phase 2: The Reputational Risk Audit ($7,500) If accepted, I execute a forensic audit of your social signal. This includes a detailed review of how you present on video, how you communicate in professional and social settings, and the signals your lifestyle broadcasts to people who are evaluating you. The goal is to eliminate the blind spots creating risk and sharpen the advantages you're currently underusing.
[View Full Audit Scope] - Phase 3: Reputational Governance (Retainer) Following the audit, this engagement (begins at $5,000/mo) is extended by invitation only. It secures a direct line for real-time, asynchronous counsel on active risks and decisions. This is for the situations that don't fit neatly into a meeting with your attorney or your wealth manager but will cost you if you get them wrong.
Remit & Scope
What I Do
- Transactional Vetting: Protocols to detect the hidden agenda in new relationships before they become liabilities.
- Gatekeeping Mechanics: Operational advisory on admission protocols of private clubs and allocation lists.
- Signal Calibration: Auditing reputational signals (lifestyle, privacy, hosting) to eliminate the subtle "New Money" tells that damage credibility.
- Family Governance: Installing boundaries to prevent the "Family Bank" dynamic and protect heirs from the corrosive impact of unearned capital.
- Post-Exit Advisory: Strategy for founders navigating the identity collapse from building the business to just managing the money.
What I Do Not
- Act as legal counsel.
- Run public crisis PR.
- Provide financial or investment management.
- Sell direct access or introductions to private individuals.