Partner program
Family offices buy through trusted introductions — almost never cold.
We built the program around that reality: a white-label-able assessment, an NDA-first referral path, and the discretion your client treats as the price of entry.
Four channels
Wealth advisors, private banks & trust companies
Your client asked “are we covered?” Give them a white-label-able assessment and a referral path. Highest volume, highest trust.
Trust & estates attorneys and accounting firms
The professional-services layer every family office already trusts. Co-marketing and referral terms that respect the relationship.
HNW personal-lines insurance brokers & carriers
You need the family insurable and the carrier's application is the de-facto examiner. We align the evidence pack to their questions.
Family-office associations & networks
Slow to land, extremely high-trust. A single member-benefit placement reaches a segment marketing can't.
Explore a partnership
Tell us about your practice
We'll follow up privately to talk referral terms, white-label, or a member-benefit placement.