Wealth Advisors

Discreet senior engagement partner for private wealth firms and family offices.

How I support Wealth Advisors

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 priority clients and segments

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

Supporting advisers in values, legacy and next-generation conversations

Facilitating family meetings to help families move from discussion to decisions

I also curate speakers and content that genuinely resonate, drawing on a broad network across philanthropy, investment, leadership, impact and culture.

Core Services

I am often engaged to work quietly and behind the scenes, helping families test ideas, explore structures and determine what is genuinely fit for purpose before making commitments.

Client engagement strategy

Engagement planning for UHNW and HNW clients

Advisor messaging and positioning

Client segmentation and engagement pipelines that feel natural and relationship-led

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

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

Philanthropy support (optional)

Clarifying philanthropic intent and approach

Guidance on appropriate structures

Introductions to aligned organisations where genuinely helpful

How I Work

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

A suite of refined engagement models tailored to deliver sustained value, strategic clarity, and trusted advisory support

Retainer

Ongoing support across an annual engagement program

Project-based

Design and delivery of a specific engagement initiative or event series

Ad hoc

Support for particular clients, family meetings or strategic conversations

Outcomes

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

Deeper, more resilient client relationships