THE SENATUS ARCHITECTURE

The architecture beneath every recommendation.

Most firms sell instruments. We coordinate the bench and design the structure those instruments serve — one mandate, held at the firm, refined year over year. Composed once, recorded in writing, and carried from one chapter of the family to the next.

The Work, in Four Movements

See the full methodology
THE METHOD · SEVEN CHAPTERS

The full methodology, in seven chapters.

Every engagement moves through the same seven disciplines, in the same order. The sequence is the point. The complete paper is reserved for principal families and their counsel, released in confidence on request.

  1. I

    The Failure Mode.

    What goes wrong when capable specialists each do their part well and no one is accountable for the integration.

  2. II

    The Coordination Model.

    The disciplines, mapped to the inflection points at which integration changes the outcome.

  3. III

    The Operating Rhythm.

    How year one proceeds, and how the continuing relationship is governed thereafter.

  4. IV

    The Fee Architecture.

    Retainer, objective referral fee, and licensed assurance commissions — disclosed in writing, before any work is committed.

  5. V

    The Family Policy Statement.

    The central artifact of the mandate — and the reference document for every future advisor.

  6. VI

    Firm Continuity.

    The written protocol by which stewardship persists beyond any individual advisor.

  7. VII

    Questions to Ask.

    The diligence questions a family should put to any advisor under consideration — including Senatus.

THE METHODOLOGY PAPER

A conversation, and the paper, on request.

Released in confidence to principal families and their counsel. Senior counsel responds directly within one business day.

Request the paper