Application for The Stabilization Session
We accept a limited number of new families per quarter.
This 15-minute Alignment Audit determines if your situation requires our Sovereignty Charter.
Our Service Criteria
Who We Serve
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Sudden Wealth: Liquidity > $500k from Inheritance, Exit, or Divorce.
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Delegators: Families who want a Personal CFO to govern the chaos.
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The Disruption: You are in an active transition (0-24 months).
Who We Do Not Serve
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Accumulators: People looking to save $500/month from income.
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Day Traders: People looking for "Hot Stock Tips" or beat-the-market returns.
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The Status Quo: You are just looking for a second opinion on an existing portfolio.
What Happens on This Call?
1. The Diagnosis: We listen to your specific "Noise" (Inheritance, Exit, or Divorce).
2. The Verdict: We give you a definitive "Green Light" or "Red Light."
3. The Next Step: If we match, we invite you to the Stabilization Session ($249). If we don't, we refer you to a reputable firm that fits your needs.
"I will not pitch you a product. I will not ask you to move assets.
I will only assess if we can stabilize your chaos."
Rolf Issler