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How the EACP Works
We are looking to partner with advisors who serve (or desire to serve) UHNW clients with the goal to create a network of advisors, leading strategies, and resources for business development or joint casework to solve complex UHNW client and practice management issues.
We start with a 15-minute introductory call for introductions and an opportunity to share about our practices and professional values. If we find our goals align, we mutually identify 1-2 essential practice areas “Pillars” where we can add the most value to one another’s practices.
Fill out this simple form and we’ll connect you with Jonathan Freeman, Chief Operating Officer for an initial discovery and alignment call.