Whitmore Advisory

Private Advisory for HNW Individuals & Families.

We advise on the social liabilities of significant capital: vetting the agenda behind every relationship, managing reputational exposure, and navigating the mechanics of high-influence circles.

Engagement Protocol

  • Phase 1: The Private Inquiry You submit a secure brief of your situation. I personally review every submission to determine fit.
  • Phase 2: The Reputational Risk Audit ($15,000) If accepted, we execute a forensic audit of your social signal. We surface the liabilities your friends are too polite to mention and isolate the unfair advantages you are currently under-using. The goal is simple: eliminate the blindspots that create risk, and leverage the strengths.

    [View Full Audit Scope]
  • Phase 3: Reputational Governance (Retainer) Following the audit, this engagement (begins at $15,000/mo) is extended by invitation only. It secures a direct line for real-time, asynchronous counsel on active risks and decisions.

Remit & Scope

We Do

  • Transactional Vetting: Protocols to detect the hidden agenda in new relationships before they become liabilities.
  • Gatekeeping Mechanics: Operational advisory on admission protocols of private clubs and allocation lists.
  • Signal Calibration: Auditing reputational signals (lifestyle, privacy, hosting) to eliminate the subtle "New Money" tells that damage credibility.
  • Family Governance: Installing boundaries to prevent the "Family Bank" dynamic and protect heirs from the corrosive impact of unearned capital.
  • Signal Calibration: Strategy for founders navigating the identity collapse from building the business to just managing the money.

We Do Not

  • Act as legal counsel.
  • Run public crisis PR.
  • Provide financial or investment management.
  • Sell direct access or introductions to private individuals.
Initiate Private Inquiry
Strictly confidential.