A specialist layer, in service of the professionals already counselling the family.
Our numbers multiply your value and improve your client’s results.
Specialists answering to one mandate, across tax, law, estate, M&A, and assurance
Advisor-to-client ratio — the depth of attention a coordinated mandate requires
Independent of any institution, agnostic to instruments — the family and the engagement dictate the direction of the file
Bringing you the full bench of Senatus Wealth.
Architectural Diligence
The structural map of a family’s position — tax, estate, corporate, insurance, succession — drawn alongside the professionals already at the table. Delivered in draft within thirty days, then refined for the life of the engagement.
Coordinated Counsel
Joint memoranda, joint meetings, and jointly authored planning documents. The referring firm is named in the work product where its counsel shaped the outcome — not consulted at the end, but composed with from the start.
Co-authored Perspectives
Selected pieces in the firm’s Perspectives library are co-authored with senior partners in tax, estates, and corporate law. Subjects on which joint authorship serves both readerships, drawn from the work itself.
Disclosed Compensation
The family sees, in writing, what each party is paid and by whom, before any decision is made. No referral compensation is exchanged between Senatus and the professionals within its network, in either direction.
What the relationship returns to your practice.
Engagements that would not have surfaced.
Architectural reviews routinely surface multi-year work for the referring firm — reorganizations, will updates, structural responses to trust anniversaries, transactional mandates — that no single practice was positioned to identify alone.
See the cases →A coordinated whole, against which your discipline does its best work.
The interdependencies between tax, estate, corporate, insurance, and succession sit in front of every advisor at the table. Your counsel against a coordinated whole; your client, held more completely.
Read the methodology →Subjects worth co-authoring, with senior counsel.
Selected Perspectives pieces are co-authored with senior partners in tax, estates, and corporate law. Referring advisors are invited to propose subjects on which joint authorship would serve both readerships.
Enter the library →Compensation disclosed in writing, before any decision.
The family sees, in writing, what each party is paid and by whom, before any decision is made. No referral compensation is exchanged between Senatus and the professionals within its network, in either direction.
On compensation →-
I
We do not displace the incumbent.
The lawyer, accountant, or advisor who brings the family remains the family’s counsel within their discipline. Our mandate is coordination, not substitution.
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II
We do not solicit.
Work that belongs within the referrer’s practice stays within the referrer’s practice, and is not redirected to specialists in our network without the referrer’s knowledge.
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III
We co-author where useful.
Joint memoranda, joint meetings, and jointly authored planning documents are the norm rather than the exception. The referring firm is visible in the work product where its counsel shaped the outcome.
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IV
We disclose compensation.
The family sees, in writing, what each party is paid and by whom, before any decision is made. No referral compensation is exchanged between Senatus and the professionals within its network, in either direction.
The engagement, in three stages.
A cadence set at the outset and observed for the life of the relationship. Each stage has a written form and a defined audience.
Attended jointly by the family, the referring advisor, and a senior Senatus principal.
The scope of coordination and the boundaries of each party’s mandate are established in the first conversation, in the family’s presence. No work proceeds until the shape of the relationship is clear.
Delivered in draft within thirty days, to every advisor at the table.
A written structural map of the family’s current position and the proposed adjustments, circulated to all advisors before any action is taken. The referring firm’s voice is incorporated throughout, not consulted at the end.
Governed by a written mandate on a scheduled cadence.
Formal joint reviews on a set cadence. Ad-hoc coordination as circumstances require. The referring firm remains in continuous dialogue with senior Senatus counsel for the life of the engagement.
Collaboration in practice. Value for clients and advisors.
Four files chosen to show the shape and direction of the work. Names have been altered; structural particulars are accurate in kind.
The cases worth a specialist opinion.
When a client’s position has outgrown the room you’re holding it in, write directly. The reading is on us; the work, when it serves the family, is held jointly.