Absolutely. We welcome and encourage your involvement in the consultation process.
Many of our advisor partners choose to attend the initial meeting alongside their client, which often helps the client feel more supported and ensures everyone is aligned from the beginning. It also allows for smoother communication and shared understanding as we explore strategic options together.
Whether you prefer to be present at every step or just want periodic updates, we’re flexible. We tailor our approach to suit your preferred level of involvement. Our goal is to support your ongoing relationship with the client, not replace it