Consultations

Consultations

Occasionally I take short, scoped consultations for principals, family office staff, or advisors who want a second set of eyes on a stewardship question — purchase framing, TCO sanity-check, office design at a given band, household leadership structure, or document hygiene before a tax season.

What this is

  • A finite conversation with clear prep and clear edges
  • Educational / strategic framing from an EA who writes in this domain

What this is not

  • An ongoing practitioner-client engagement created by emailing the blog
  • Legal advice, maritime advice, investment advice, or “approve this deal” theater
  • A substitute for your counsel, tax engagement, surveyor, or management company

How to inquire

Use the Contact page. Include:
1. Who you are (principal / FO / advisor)
2. The asset or decision in one paragraph
3. What a useful outcome looks like in 30–60 minutes
4. Any deadline

If it is not a fit, I will say so quickly. Fees and availability are confirmed before any call is set.

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