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An International Advisory Network

The Right Firm,
by Introduction

We’re building an international network to connect high-net-worth individuals with specialist advisory firms. The right fit starts with your needs, your circumstances, and the expertise a firm can offer.

How Introductions Work
A dark linen register with cream paper and a brass index tab.
The Partner RegisterAdvisory Row

Our Approach

A Considered
Introduction

Your circumstances should shape the introduction. Each firm brings its own expertise, client criteria, and geographic reach.

  1. Understand the Need

    An inheritance, a business sale, or life across borders. Start with the decision and the circumstances around it.

  2. Define the Firm’s Fit

    Learn who a firm serves, where it can advise, and what makes a prospective client qualified. Agree on those criteria with the firm.

  3. Make the Connection

    Work towards a relevant introduction. The individual and the firm decide whether the relationship is right for them.

Areas of Advice

  • Wealth & Investment Management
  • Tax & Cross-Border Planning
  • Estate & Succession
  • Business Transactions
  • Family Office & Governance
  • Private Banking & Philanthropy

For Individuals

Inside an
Introduction

Wealth takes different forms. Explore how an inheritance, a career move, or a business sale can call for different expertise.

Inherited Wealth Life Across Borders Preparing for a Sale
The Partner Register01 / 03

Illustrative Introduction

After an Inheritance

The Individual’s Question
“I’ve inherited a substantial portfolio. I want help investing it and deciding what it should support for my family.”
The Experience to Look For
A wealth management firm experienced in working with inheritors, with an investment approach and services that fit the individual’s circumstances.
The Partner Register02 / 03

Illustrative Introduction

An International Career

The Individual’s Question
“My compensation includes company shares, and I may move abroad. Who can help me understand the tax implications before I decide?”
The Experience to Look For
A tax advisory firm that can work across the relevant countries and coordinate with the individual’s other advisors.
The Partner Register03 / 03

Illustrative Introduction

A Business Sale

The Individual’s Question
“I’m considering selling my company. I need help with the sale itself and with planning what comes afterwards.”
The Experience to Look For
An M&A advisor for the transaction, alongside tax and wealth specialists as the owner’s needs become clearer.

We’re starting with advisory firms. Individual intake is being developed. Contact Advisory Row with a general question.

An open Partner Register with three brass tabs marking its sections.

For Advisory Firms

Help Shape
the Network

We’re inviting firms serving high-net-worth individuals to register their interest, wherever they are based.

Tell us about your specialty, the clients you work with, and where you can advise. We’re starting with firms so we can understand what makes an introduction valuable to your practice.

Our starting model is for firms to pay for qualified introductions, with qualification and commercial terms agreed individually.

Register Your Firm