Free · 30 Minutes · Video Call

Book a Free Call

A short, no-obligation conversation about your situation, and whether The Setup is the right next step. No pitch, no products.

What you get

A 30-Minute Conversation

Free no obligation

Video call via Google Meet. No templates, no scripted advice, no pitch. A real conversation about your situation and whether working together makes sense.

What we will cover

  • Where you are: your exit, your situation, what is on your mind
  • The one or two things worth prioritising right now
  • How The Setup works, and whether it fits your situation
  • Honest guidance from someone who has run a family office from the inside
  • No pressure: if it is not a fit, I will say so
  • If it is, you will get a written proposal with scope and a fixed fee

How to prepare: Many people find it helpful to read the Guide first. It gives us a shared framework so we can spend the 30 minutes on your specific situation rather than the fundamentals.

Book your call

Ready to get started?

Click below to choose a time that works for you. You will get a confirmation and a short intake form so we can make the most of the 30 minutes.

Book your free call →
30-minute video call via Google Meet
Free, with no obligation
Confirmation + short intake form sent immediately
Cancel or reschedule free up to 24 hours before

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Who should book this?

  • You have exited fully or partially and have significant wealth to structure
  • You want a personalised assessment, not generic content
  • You would benefit from talking through your situation with an experienced advisor
  • You want clarity on priorities before engaging a broader advisory team
  • Time is your scarcest resource and you want direct answers

Not sure yet? Start with the Guide to build your framework across all 6 areas. Many clients find the call most valuable after reading the guide. You will have better questions and we will go deeper faster.

Get the free Guide →
The Process

How the Session Works

1

Book & Confirm

Select a time via the booking link. You will receive a confirmation with a short intake form to help us prepare.

2

The 30-Minute Call

A focused, no-nonsense conversation about your situation: what is on your mind, your priorities, and whether The Setup fits.

3

Clarity & Next Steps

Leave with clear priorities. If The Setup is a fit, you will receive a written proposal with scope and a fixed fee.