Family wealth is a matter of trust. Therefore we take great measures to only include providers in our report that deliver a clear, proven value to our audience.
Once you have filled in the form we will pre-assess your fit. After this, you will receive a notification whether or not we can consider you as part of the report. Make sure to leave all necessary contact information so that we can reach out in case we need to clarify your offering to families. Once you are approved, we will provide more information on our survey and how to participate in the review.
Note that there is a standard participation fee for all providers to cover our assessment.