Our advisory practice is designed for professionals managing complex balance sheets typically executives with enterprise value of $5M+, attorneys with consistent seven-figure annual revenues, or physicians leading group practices. The briefing will quickly
surface whether our work is relevant to your situation.

Conventional wealth management focuses on asset allocation and portfolio performance. CSBVA™ operates at the governance layer how capital is structured, protected, transferred, and perpetuated across entities and generations. We work above the product level, not within it.

Not at briefings, and never without strategic justification. Where premium finance solutions are appropriate to a client's governance architecture, we may recommend and coordinate implementation. Advisory engagements are fee-based.

Tier II engagements are structured on a 6–12 month basis with renewal by mutual agreement. Most clients engage for 18–36 months as their governance architecture is implemented and refined. Tier III engagements are typically annual.

Yes and this is actually our preferred introduction. Our quarterly Private Briefings for physicians, attorneys, and executives are designed specifically to demonstrate the framework in a peer environment. Many clients experience the briefing before pursuing a private advisory engagement.

Both. Our primary briefing venue is Century City / Beverly Hills, California. We work with clients nationally through a combination of in-person and virtual sessions. Monthly advisory sessions are typically virtual; key milestone sessions are often in-person when geography allows.