Proudly Serving Darien, Rowayton & New Canaan
Your Network, Expanded
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
The Basics
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.
Domains
Advisory Categories
Membership Benefits
PACs by Tier
| Benefit | Essential | Elite | Family Office |
|---|---|---|---|
| Advisory Credits | 4 / year | 8 / year | 12 / year |
| Coordination & Summaries | Included | Included | Included |
| Preferred Partner Pricing | Where available | Where available | Priority access |
| Specialist Matching | Included | Included | Priority matching |
PACs provide access to introductory consultations; deeper engagements are quoted directly by providers.
Use Cases
Popular Scenarios
Family & Wellness
Health, education, and family-focused advisory scenarios.
- Second-opinion coordination and medical navigator intros
- Nutrition/fitness planning and sleep optimization consults
- Pediatric learning evaluations and IEP/504 navigation
Finance, Law & Planning
Tax, legal, and wealth advisory scenarios.
- Entity selection, multi-state tax, and estimated payment planning
- Estate plan review and beneficiary updates
- Portfolio/fee review and insurance coverage analysis
The Process
How It Works
Request
Tell your concierge your question or goal—urgent or planned.
Match
We arrange the right professional intro and schedule your session.
Decide
You'll receive clear next-step options; we'll coordinate deeper work if needed.
Questions
Frequently Asked
What exactly is included in an Advisory Credit?▾
Can Advisory Credits be used across multiple domains?▾
How quickly can I speak with someone?▾
Ready to connect with an expert?
Use an Advisory Credit or explore membership options.
CT DCP HIC.0703031 · Insured (GL & Contractors E&O)