How Engagements Are Structured

MAISON STEWARD OFFICE operates on a retainer-based advisory model designed for continuity, discretion, and depth.

Engagement Model

Retainer-based advisory

  • Defined scope and cadence

  • Clear communication protocols

  • No commission-driven obligations

  • No minimum transaction activity

Engagement Characteristics

The Office works collaboratively with:

  • Private banks and trust officers

  • Family office teams

  • Legal and tax advisors

  • Conservators, handlers, and institutions

MAISON STEWARD OFFICE does not provide legal, tax, or investment advice and does not compete with regulated services. This structure allows advisors to refer with confidence.

Engagements are referral-based and selectively accepted.

Working with Other Advisors

Confidential Alignment Conversation
Establishes fit, intent, and scope.

  1. Initial Assessment Phase
    Review of assets, objectives, risks, and advisor ecosystem.

  2. Ongoing Stewardship Advisory
    Long-term guidance, coordination, and governance oversight.

Engagement Lifecycle

Governance-Led Cultural Advisory

Confidential Inquiry