Introductions and Referrals
Connect with vetted specialists who understand privacy-minded founders and can provide the expertise you need.
What This Service Is
I make introductions to professionals I've vetted for privacy awareness, competence, and founder-friendly service. This is not a referral fee arrangement. I don't receive compensation from the specialists I introduce.
The goal is to connect you with the right person for your specific need, whether that's trust planning, tax strategy, registered agent services, or trustee selection.
Specialist Categories
Trust and Estate Attorneys
When to use: When you need irrevocable trusts, estate planning, or complex asset protection
What I provide: Introduction to privacy-aware attorneys who understand founder needs
CPAs and Tax Professionals
When to use: When you need tax guidance for entity structures or international reporting
What I provide: Introduction to CPAs familiar with privacy-minded formations and compliance
Registered Agents
When to use: When you need a professional registered agent for your LLC or corporation
What I provide: Introduction to registered agents who prioritize privacy and discretion
Professional Trustees
When to use: When you need a trustee for irrevocable trust administration
What I provide: Introduction to trustees experienced with privacy-focused trust management
What I Don't Do
- ✗Act as your attorney, CPA, registered agent, or trustee
- ✗Provide legal or tax advice (only educational guidance)
- ✗Manage ongoing relationships with specialists (you work with them directly)
- ✗Receive referral fees or commissions from introduced specialists
How It Works
Contact
We'll discuss your needs and determine which specialist(s) would be most helpful for your situation.
Warm Introduction
I'll make a warm introduction via email with context about your situation and specific needs.
Direct Engagement
You work directly with the specialist for their services. They handle billing and engagement independently.
Follow-up Support
I'm available for follow-up questions about the process or additional introductions as your needs evolve.