Answered, Plainly.

Multi-generational families, founders, and institutional endowments. Our typical client holds between $10M and $500M in investable wealth.

Yes. Every advisor at the firm owes a full fiduciary duty to every client. We have never offered commission-based products.

Both. Most clients prefer a fully discretionary mandate; a minority retain us in a purely advisory capacity. We do whichever serves you best.

A single, transparent fee — quoted annually in writing. No commissions, no retrocessions, no hidden product margins. Ever.

We typically engage at $10M in investable assets, though we make exceptions for next-generation clients of existing families.

Everything: portfolio management, advisory, estate planning, tax coordination, and access to our partners. We do not itemise.

Every engagement begins with a private conversation. If there is alignment, we draft a written strategy document over four to six weeks before any transfer.

Yes. We routinely work alongside existing lawyers, accountants, and custodians, and can custody assets wherever you prefer.

With independent custodians of your choosing. crmexamp never takes custody of client assets directly.

Client names never appear in our communications, marketing, or published materials. Discretion is a structural commitment, not a preference.