The Relationship
Unhurried, and held for life.
How a relationship with the practice begins, and how it is kept across the decades.
Our Manner
We move at the pace of trust. Nothing is transactional, nothing is hurried — each stage exists so the next generation inherits judgement, not just assets.
01
First meeting
Introduction
By introduction only. A first, unhurried conversation with no proposal and no obligation — simply to understand whether we are the right house for the family.
02
Weeks one to eight
Understanding
We map the family, its assets, and what continuity means to it — the obligations, the intentions, and the horizon against which every decision will be measured.
03
The mandate
Counsel
A written framework: the mandate, its boundaries, and the terms of stewardship. Everything we do afterward is held to it.
04
The decades
Stewardship
The long work — holding, advising, and adjusting across the years, with one point of counsel who knows the family personally.
05
In time
Succession
Preparing the next generation to inherit not only the assets, but the judgement and relationships that keep them well.
One Table
Kept deliberately small.
We take only the families we can hold for a lifetime. That limit is the practice — it is what lets a single partner carry a mandate across thirty years without ever handing it on.
Enquiry
By introduction · Edinburgh & London