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WHAT WE DO

 

Private families entrust Bespoke to be their advocate for finding a best-fit match of top-tier family wealth firms.  Bespoke is the only national resource whose sole business is to unite families with these best-in-class organizations, drawing from an innovative, proprietary process and a suite of pre-vetted firms.

This unique approach empowers families with choices, plus time-savings and peace of mind.

We utilize two innovative means to assist our client families: Bespoke Suite and Bespoke Path.  For a complete description of both, we invite you to click on them for more information.  They are summarized below.

Bespoke Suite provides unique access to best-in-class firms.  It is our own stable of pre-selected, best-in-class family wealth firms, representing a nationwide, balanced selection of difficult-to-find organizations.  We source, screen, then custom match these firms, based upon what we know and understand about you and your family.

Bespoke Path is our proprietary, three-step process utilizing the art and science of a best-fit match.  We are your advocate.  Our Bespoke Team coaches you and your family, based upon understanding you and your needs first, then finding what represents the best fit for your family.