Client Engagements

Our advisory work since founding in May 2026

As a newly established firm, our engagement history is intentionally modest. We believe in honest representation of our track record. The table below summarizes our active and recently completed advisory mandates. Client names are anonymized to protect confidentiality.

Client Service Advisory Scope Status Start Date
Client A — Individual HNW Wealth Advisory + Analytics ~$420,000 Active Jun 2026
Client B — Individual HNW Wealth Advisory ~$360,000 Active Jun 2026
Client C — Family Trust AI Portfolio Analytics ~$185,000 Diagnostic Complete May 2026
Client D — Small Foundation Risk & Compliance + Analytics ~$150,000 Onboarding Jun 2026

Total assets under advisory scope: approximately $1.1 million across 4 engagements.

Engagement Types

Engagement summaries are provided for transparency. Past engagements do not guarantee future performance or results. Individual client outcomes vary based on market conditions and portfolio composition.