Your Business — Request strategy session (gated by minimum AUM)

Step 3 of 4 · Situation profile

Strategy session request

All fields confidential. Your inquiry is read only by senior partners. We respond within one business day.

First name *

Last name *

Email *

Phone

Investable wealth bracket *

Under $5M

$5M — $15M

$15M — $40M

$40M — $100M+

Annual taxable income *

Under $500k

$500k — $1M

$1M — $5M

$5M+

Closest household archetype *

i. Post-exit founder Recent liquidity event, concentrated stock

ii. Senior executive C-suite, NQDC, ISO/NSO/RSU exposure

iii. Multi-gen family Operating businesses, multi-state RE

iv. Cross-border Dual residency, treaty positioning

v. PE / VC partner Carry vesting, fund commitments

vi. Other / Unsure We'll diagnose at the call

Pillars of interest (select all)

I · Strategic Planning II · Entity Structuring III · Wealth Transfer IV · Business Tax V · International VI · Charitable

Anticipated event in next 18 months

M&A / exit Liquidity / secondary IPO / lockup expiry Estate / succession State residency change Foundation funding None / planning ahead

What would you like to discuss? (optional)

Referred by

Step 3 of 4 · ~3 min total

What happens next

The four-step intake

i.
Inquiry reviewSenior partner reviews within 1 business day
ii.
Pre-session questionnaire5-min secure portal upload of last 1040
iii.
60-minute strategy sessionWith the partner who would lead engagement
iv.
Written recommendationSent within 5 business days; no obligation

Engagement thresholds

The minimums below are the floor for an annual retainer engagement. Limited-scope work (a single QSBS opinion, a SLAT design, a cross-border memo) is occasionally available below these levels.

Investable wealth$5M+

Or annual income$1M+

Tier I retainer$48k/yr

Avg engagement$31.4M AUM

Confidentiality & NDA

Strategy sessions are conducted under an automatic mutual NDA. Discussion contents are not shared with anyone outside the senior-partner team. Information you provide before signing an engagement letter remains your property.

If we determine that your situation is not a fit for our practice, we will refer you to one of three vetted firms whose practice scope better matches.

The first hour is free. The threshold is $5M.

Strategy session request

Direct line: (212) 555-0140