PROUDLY SERVING DARIEN, ROWAYTON & NEW CANAAN
Professional Advisory Credits
White-glove access to trusted professionals—use PACs for quick triage, clear direction, and next steps. Your concierge coordinates intros and follow-through across key life domains.
Discreet coordination • Vetted experts • One monthly statement
How PACs Work
- Book a 30–60 minute intro consultation to triage needs and outline next steps.
- If deeper engagement is warranted, we coordinate referrals and preferred pricing where available.
- Your concierge manages scheduling, access, and follow-ups; you receive clean summaries and next-step options.
Advisory Categories
Preventive guidance, second opinions, complex case navigation.
Tutoring plans, admissions strategy, enrichment pathways.
Coaching, training periodization, recruiting timelines.
Compliance, year-round planning, entity/multi-state considerations.
Estate planning, family/business law, real-estate transaction guidance.
Goal-based planning, portfolio/fee reviews, insurance coverage analysis.
Travel, events, and luxury concierge introductions as appropriate.
PACs by Tier
| Benefit | Essential | Elite | Family Office |
|---|---|---|---|
| Professional Advisory Credits | 4 PACs / year | 8 PACs / year | 12 PACs / year |
| Coordination & Summaries | Included | Included | Included |
| Preferred Partner Pricing | Where available | Where available | Where available (priority where possible) |
| Specialist Matching | Included | Included | Included (priority) |
PACs provide access to introductory consultations; deeper engagements are quoted directly by providers. Availability varies by specialty and schedule.
Popular Scenarios
- Second-opinion coordination and medical navigator intros
- Nutrition/fitness planning and sleep optimization consults
- Pediatric learning evaluations and IEP/504 navigation
- Entity selection, multi-state tax, and estimated payment planning
- Estate plan review and beneficiary updates
- Portfolio/fee review and insurance coverage analysis
How It Works
- Step 1RequestTell your concierge your question or goal—urgent or planned.
- Step 2MatchWe arrange the right professional intro and schedule your session.
- Step 3DecideYou’ll receive clear next-step options; we’ll coordinate deeper work if needed.