We amplify the value you already produce.
You own the relationship and the core fee. We add the specialist ownership architecture, offshore structuring and governance most advisory practices don’t hold in-house, so your client gets a complete answer, and you stay the person they trust most.
Why advisors refer.
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Solve something you cannot solve alone
Cross-border ownership architecture, compliant fund structures and long-run governance are specialist, low-frequency work. Very few advisory practices carry them in-house, and carrying them for the two or three clients a year who need them does not pay.
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Deepen the relationship rather than risk it
The client who asked you a question outside your discipline is going to get an answer from someone. An advisor who produces a competent specialist keeps the seat. An advisor who improvises, or who refers blindly, is the one who loses it.
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Fair referral economics, agreed in writing first
Terms are set per partner category before any introduction is made, in writing, and they are the same terms we would want in your position.
What you are actually worried about.
Every one of these has been asked in a first meeting. Answering them with reassurance rather than mechanism would be the wrong move, so here are the mechanisms.
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Will I lose the client relationship?
No, and the commercial reason is stronger than the promise: our work is specialist and episodic, and yours is continuous. You remain the person your client calls first. We are introduced by you, we report through you where you want that, and we do not market other services to your clients.
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Will I lose assets under management?
Ownership architecture sits underneath a portfolio rather than competing with it. We do not hold an investment mandate and we do not want one. In practice, structuring work tends to consolidate a founder’s picture, which more often surfaces assets you were not managing than moves the ones you were.
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Will you displace me on the tax, legal, accounting or B-BBEE work?
No. Those are the specific things our restraint commitment, published in full on the How We Work page, names as staying with you. We design and coordinate; you execute and opine. Where we need work done in your discipline on a structure we have designed, our default is to instruct the advisor already in the relationship.
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What do the referral economics look like?
They are agreed in writing per partner category, before any introduction, and they are the same terms we would accept in your position. The specific terms are covered in the first partner conversation rather than published here; see the note below on what is still pending sign-off.
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What happens if my client and I disagree with the recommendation?
You are in the room for it. Our recommendations go to the founder with the reasoning attached and the alternatives named, and you see them at the same time. A structure a client’s existing advisor cannot support is a structure we should not be building.
The commitment those answers rest on is written out in full, in the words founders read, on How We Work: what we lead, what we coordinate, and what we deliberately leave with you.
By partner category.
What we bring, and what stays yours. Stated per discipline, because “we work alongside your advisors” means nothing until it says which advisors and which work.
- Wealth advisors What we bring Ownership architecture beneath the portfolio, offshore holding structures, and the governance that keeps them defensible. What you keep The client relationship, the planning mandate and the assets under management. We do not seek an investment mandate.
- Accountants and auditors What we bring Structure design, cross-border architecture and a maintained evidence trail that makes your year-end materially easier. What you keep The compliance work, the tax filings and the audit. We brief you; we do not replace you.
- Lawyers What we bring The architecture your instruction sits inside, plus coordination across the other specialists involved. What you keep Drafting, execution and the legal opinion. We instruct rather than compete.
- B-BBEE consultants What we bring The ownership structure behind the scorecard, built so it holds up across verification cycles rather than one. What you keep Strategy, scorecard work and the verification relationship.
- Labour-law partners What we bring Employee and trust participation structures designed with the ownership picture in view. What you keep The labour mandate and the employee-relations work around it.
- Business brokers and dealmakers What we bring Pre-transaction structuring, a clean ownership record, and a receiving structure ready for the proceeds. What you keep The deal mandate and the transaction fee. We do not bid for the sale mandate.
- Fiduciary providers What we bring Structure design and the coordination layer across jurisdictions. What you keep Trusteeship, administration and the fiduciary duties that belong with you.
Become a referral partner.
The first conversation is about your practice and your clients, not a pitch. If there is no overlap, that is a useful thing for both of us to establish in half an hour.