Confidentiality statement

Discretion is the foundation of this practice. Family offices, investors and leadership teams share sensitive information, and it is treated that way from the first message.

NDA first, on request

If you prefer, a mutual non-disclosure agreement is signed before you share any detail about your situation, your company or your investment.

No public naming without consent

Clients are never named, and engagements are never described in a way that identifies them, without written permission. Case studies on this site are anonymized unless the client has agreed otherwise.

Data handling

Information you send through the intake form is delivered to John's business email and is used only to respond to you. It is not sold, shared with third parties for marketing, or added to mailing lists without your consent.

This statement should be reviewed by counsel before launch.