The line between premium advisory and the next scandal is drawn here, in writing, before any family signs. The families we work with have one shared private fear: the photograph in the Times, the indictment, the rescinded offer two weeks before move-in. We have built the firm so that fear is not yours to manage. It is structurally absent from how we work.
The boundaries below are not marketing copy. They are written into every services agreement as material terms. A breach is a breach of contract, not of taste.
Every engagement is governed by a written services agreement that names the six absolutes as material terms. Advisors sign annual conflict-of-interest disclosures. The firm carries professional liability cover, holds the Independent Educational Consultants Association ethical standard as a floor rather than a ceiling, and refuses any engagement that asks us to depart from it. Where a family's existing arrangements are not compatible with this posture, we will say so before we accept the engagement.
Or, when you are ready, begin a private conversation