For trusted advisers and professionals
Partners
A considered introduction can help a client find clear ownership across technology and security. Your role is the introduction. Ours is to earn the relationship.
Private Client Introduction Program
Trust carries forward.
Connect a client directly with David, with their permission. Explore the program below. We agree any work directly with the client and welcome existing providers.
An introduction built on trust
Your role is the introduction. Ours is to earn the relationship. We support private clients across office, residence and digital life.
Begin with permission
Ask whether your client would welcome a conversation. Brief context is enough; leave credentials, financial details and security plans out of open messages.
Keep ownership clear
We agree scope directly with the client and work alongside the providers they want to retain. The client relationship remains theirs.
Partner participation is optional
Introductions are unpaid by default. Paid participation requires a separately approved, signed agreement and applicable professional and employer requirements.
Protect the relationship
Begin with permission and clear roles.
Keep the first message brief and leave sensitive client, financial and security information out of open messages. Introductions are unpaid by default. Any paid participation requires a separately approved, signed agreement and applicable professional and employer requirements.
