Grow with the firms your clients already trust.
We partner with firms that serve family offices, estate and asset managers, and owners. We introduce you to the people we work with, put your name in front of the right audience, and build a plan with you to grow over the next twelve months.
Who we partner with
If your clients own homes, collections, vehicles, or vessels, and you care how well those are looked after, we should talk.
Advisors and consultants
Wealth, family office, and governance advisors who help clients organize what they own.
Security, insurance, and risk
Firms that protect clients, their properties, and their information.
Inventory and collections
Appraisers, home inventory specialists, and art and collections professionals.
Property and project services
Builders, owner's representatives, and service providers who work on clients' properties.
What partners get
A referral relationship is only worth it if it grows your business too. Here's how we invest in yours.
A plan built with you
We sit down together and set clear twelve-month goals for the partnership, then work the plan side by side.
Your name in front of the right people
We study who you serve best and position you as a leader to the families, offices, and managers we work with.
Marketing on your behalf
We promote partners across social and search, on their own or alongside complementary partners as a combined offering.
Introductions that fit
When a client needs what you do, we make the introduction. You meet people who are already looking for help.
A team that answers
You'll hear back from us within one business day, and we'll be open about how our process works.
Knowledge you can use
Resources and insights on how our clients run their homes and assets, so you can serve them better.
How it works
Apply
Tell us about your firm and the clients you serve. It takes a few minutes.
Due diligence
Every applicant completes independent due diligence. It protects our clients and every partner in the program.
Plan together
Once accepted, we meet to understand your business and set the goals for your first year.
Grow together
Refer clients through our partner referral form, and we'll keep you posted on every introduction.
The Partner Promise
Good partnerships run both ways. Here's what you can count on from us, and what we ask in return.
You can expect us to
- Build a twelve-month plan with you and work it together
- Respond within one business day
- Come prepared, so your time is never wasted
- Share openly how our process works
- Focus on the activities that move your business forward
- Own it and fix it quickly if we fall short
We ask you to
- Respond to client inquiries within one business day
- Come prepared to our meetings
- Share your wins and challenges, and ask for help early
- Introduce us to clients who could benefit
- Tell us if we ever let you down
Apply to the program
Tell us about your firm. We'll review your application and reach out with next steps.
Already a partner? Refer a client here.