Wealth Advisers

Discreet Senior Engagement Support for Advisers to High Net-worth Clients

Fractional Support

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I work as a discreet, senior engagement partner alongside advisers to help them build stronger, more enduring client relationships. This includes:

Designing clear engagement strategies for high net-worth clients and prospective clients

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Creating a rhythm of high-quality touchpoints that feel thoughtful, not transactional

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Supporting advisers in values, legacy and next-generation conversations

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Facilitating family meetings to help families move from discussion to decisions

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I curate conversations that matter, sourcing exceptional speakers and ideas from across philanthropy, investment, leadership, impact and culture.

Core Services

I am often engaged to work quietly and behind the scenes, supporting advisers with clients and stakeholders.

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Client engagement strategy

Engagement planning for UHNW and HNW clients
Advisers messaging and positioning
Client segmentation and engagement pipelines that feel natural and relationship-led

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Curated experiences and events

Design of annual engagement calendars
Dinners, salons, briefings and roundtables
Facilitation support and follow-up structure
Speaker and content curation aligned to your brand and client interests

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Family meetings and governance

Facilitated family meetings, virtual or in person
Agenda design, pre-briefing and clarity on outcomes
Governance frameworks, decision-making support and next-generation engagement

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Philanthropy support (optional)

Clarifying philanthropic intent and approach
Guidance on appropriate structures
Introductions to aligned organisations where genuinely helpful

Methodology

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I provide flexible, discreet support that integrates seamlessly with your firm. I'm not aligned to any product or provider and do not receive commissions or referral fees. My role is to strengthen your client relationships, not compete with them.

Commercial Options

I offer a suite of refined engagement models tailored to deliver sustained value, strategic clarity, and trusted advisers support

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Project-based

Design and delivery of a specific engagement initiative or event series

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Retainer

Ongoing support across an annual engagement program

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Ad hoc

Support for particular clients, family meetings or strategic conversations

Outcomes

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Tangible outcomes that strengthen relationships, elevate client experience, and enable confident, values-led advisers conversations across generations

Deeper, more resilient client relationships