This is the ideal format for investors and families who value immediate access, flexibility and depth — without sacrificing discretion and high performance.
Here, the time is yours.
You schedule the start time, and the conversation flows naturally. No timer, no artificial limits and with total focus on your goals, challenges and dreams.
Each session is private, personalized and led by a consultant with global vision and real experience serving HNWI and Family Office clients.
Here, the time is yours.
You schedule the start time, and the conversation flows naturally. No timer, no artificial limits and with total focus on your goals, challenges and dreams.
Each session is private, personalized and led by a consultant with global vision and real experience serving HNWI and Family Office clients.
Submit Your Private Application
Before we schedule your first meeting, we ask for some information to ensure that this format is suitable for your needs and wealth profile.How The Application And Eligibility Process Works:
This consultancy is reserved for investors and family structures with net worth exceeding US$5 million.
Applications outside this profile will not be considered.
Supporting documents will be requested after the initial analysis:
- Latest income tax return or;
- Last three bank statements or;
- Other documentation upon request.
After validation and acceptance, we will send the availability of dates for scheduling and the invoice to confirm the reservation.
Please note: For your security and privacy, all information will be treated under the highest standards of confidentiality.
🔒 Disclaimer: All data sent is treated with total confidentiality and used exclusively for application analysis and scheduling.