How we decline members
We decline most applications. A short note on why and how.
Fit is most of it.
If we can't read your file well, if your structures are outside the languages and jurisdictions we cover, if your wealth profile is outside the range we work with, if the watch we'd run wouldn't be meaningfully better than what's commercially available, we tell you. We try to be specific about why.
Adjacency conflicts are some of it.
If accepting you would create a conflict with a client we already have, we decline. We don't reveal the conflict. We just say no. We try to suggest alternative practices where we know one that fits.
Sometimes capacity.
Sometimes we just don't have the capacity. The team is at four and the member-base is at the size where the math works. When we are full, we tell new applicants we are full. We do not put them on a waitlist that we don't intend to clear.