STEP I: INTRODUCTION

We are almost always introduced or recommended to prospective qualified clients through their trusted advisors or friends. We prefer this approach because ours is a special expertise.  Since we can only work with a small number of families each year and since we will likely have a long on-going business relationship, we execute careful due diligence before agreeing to offer our engagement arrangement.

We also prefer that prospective clients, along with their trusted advisors, execute their due diligence upon us before we meet. Prospective clients do this by reading our book, Beating the Midas Curse and meeting with us for a two-to-three hour interview.