Private Reserve Strategy Intake.
A considered intake so the firm can prepare your reviewed Physical Reserve Strategy Brief. About ten minutes. Every brief is reviewed by a founding partner before delivery. No product quote. No sales pressure. No obligation to proceed.
Five short sections: your situation, the reserve you are considering, a few jurisdictional details, how to reach you, and an acknowledgement. Nothing here asks about your broader financial profile — those questions belong with your advisor and counsel.
Once submitted, the intake is reviewed by a founding partner. The Strategy Brief is delivered within five business days of intake. The engagement structure and pricing framework are named in the brief; you proceed on your terms. If your situation suggests a private consultation, the firm will propose a time.
The Office accepts a small number of new engagements each quarter. Intakes are reviewed in the order received; selection is by considered fit, not by pace of inbound.
Preparing intake…
The brief is the deliverable. The conversation follows the brief.