Access
Access is by
conversation.
We take on a limited number of new families each year, so that every mandate is managed by a partner who knows it well.
The Forest Stream
Jacob van Ruisdael, c. 1660
01 — The process
Four steps, at your pace.
Most families take between six and ten weeks from first letter to a funded mandate. Some take a year. Either is fine.
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1
Day one
Apply
A short note about your family, your assets and what you want the capital to do. Five minutes, no documents.
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2
Within ten days
Review call
An unhurried hour with two partners. We ask a great deal and sell nothing. Either side may decide not to proceed.
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3
Three to six weeks
Mandate built
We write a mandate in plain language: objectives, limits, liquidity needs, and what we will never do with your money.
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4
On your schedule
Funded
Assets move to a custodian in your name. We build positions gradually, often over several months.
02 — Apply
Begin with a few lines.
Your note is read by a partner, not a sales team. You will hear back personally within two business days, whether or not we are the right fit.
Thank you. Your note is with the partners.
You will hear from one of us personally within two business days.