Services
One discipline: client servicing.
Client servicing is the only thing we do, whether as an ongoing partner, a short-term bridge, a training resource, or coverage during a gap. Every engagement is delivered under your firm's name.
Growth Bridge
Outgrown a founder doing it all, but not ready to hire your own client service professional? We cover the work until you are, scoped to a defined period, not an open-ended commitment.
Training & Enablement
Just hired your first client service professional? Whether it's a few months of focused onboarding or a full year of ongoing mentorship, we train them on the workflows and judgment calls that keep HNW and UHNW households retained, so they ramp faster and make fewer costly mistakes.
Continuity Coverage
Your client service lead is on leave, or you're between hires. We step in temporarily so nothing falls through the cracks, then step back out once you're staffed again.
Ongoing Partnership
For firms ready to make client servicing someone else's job, permanently. We become a standing extension of your team: no ramp-up, no learning curve, just execution.
Good to Know
Our support is 99% remote, but we understand that some HNW and UHNW families may prefer to meet face to face at least once before moving forward with your service, and we're glad to travel for prospect and client meetings with you. We're based in South Florida, so meetings in the region are especially easy to arrange. All travel expenses are billed separately to your firm, and meeting and travel time draw from your monthly hours the same as any other work.
We serve you best when your firm is primarily custodied on Schwab and reports on Black Diamond; simplicity is what lets us scale without sacrificing quality.
Get Started
Let's find the right fit.
Ongoing, bridge, training, or coverage: tell us about your firm and we'll map it to the right model in one call.
Request a Consultation