Advanced Client Review
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Executive Client Services and Private Client Services operate on the same Credit & Capital Readiness foundation. What changes is not the framework, it's the level of oversight, decision control, and strategic coordination.
Executive
Executive Client Services
For clients who no longer want to self-direct major credit or capital decisions.
- Decision sequencing reviewed before capital or credit action
- Stewardship serves as a strategic checkpoint for timing and utilization
- Warm, contextual introductions made only after readiness is confirmed
Same readiness framework; Stewardship assumes oversight before action is taken.
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Private
Private Client Services
For clients with complex financial moves who require discretion, alignment, and coordination.
- Founder-level oversight with Stewardship acting as financial quarterback
- Strategic coordination across bankers, advisors, and planners when appropriate
- Active intervention to protect leverage, relationships, and long-term optionality
Same readiness framework; highest level of authority and strategic coordination.
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* Executive and Private Client Services are offered only after readiness is established.
Placement is determined following review and is not guaranteed.