Fit check
Five questions, and an honest answer
Most of what we do involves a concentrated position, a liquidity event, a business, or digital assets that affect the rest of the balance sheet. This tells you whether that is your situation — including when it is not.
Still needed: select at least one reason for looking now; select at least one asset or decision; select an approximate dollar amount; select an approximate share of net worth; select a decision timeline; select the relationship being sought
Nothing is sent anywhere. This runs entirely in your browser and no answer leaves the page — there is no submission, no email, and no record kept. It is educational and is not investment, tax or legal advice.
What this is, and what it is not
Most of our engagements involve a concentrated position, an approaching liquidity event, a business whose finances overlap with the household, or digital assets material enough to affect everything else. Typical engagements generally start around $1M, or a clear path to that level through a liquidity event.
Straightforward planning — a diversified portfolio, a clear timeline, no coordination problem — is well served by advisers who specialise in it, and this tool will say so rather than route you into a conversation that wastes your time. A situation that is genuinely complex but does not match one of our audiences is treated the same way: as a candid conversation rather than an automatic match.
It is a self-assessment, not advice, and no result creates an advisory relationship. Advisory services are provided only under a signed agreement.