Private Advisory
I work with a small number of wealthy individuals and families as their single point of contact for everything outside their core business. Travel, wealth structuring, private deal flow, access, crisis management — whatever comes up, I handle it directly or I know exactly who does. Think of it as having a chief of staff, a fixer, and a trusted advisor in one relationship.
We take on very few clients. If this resonates, tell us what you're dealing with.
Lifestyle
The way you live should match what you've built. We handle travel, property, art, fashion, automotive, aviation, and everything in between — so the details are never your problem.
Wealth
Wealth at your level creates complexity most advisors aren't equipped to handle. We sit above your existing relationships and make sure everything is structured, coordinated, and working in your interest.
Special Situations
Some problems don't have a category. We handle the sensitive, the urgent, and the things most people don't know who to call for.
This is a snapshot. What we actually do is shaped entirely around you.
Tell us what you need. No sales call required — just write it out honestly. That's how we figure out if we can help.
Every submission is reviewed directly by Stephen. If it's not a fit, we'll tell you straight — and point you in the right direction.
No pitch deck. No pressure. Just a conversation about what you need and whether we're the right people for it.
All information is kept strictly private
Prefer the full application? Tell us everything in detail.