Most firms in our industry are paid when a transaction happens. That creates a quiet pressure to find a reason for every client to proceed. We built Trois so that the advice comes first and the transaction second — which means that sometimes the right advice is not to proceed at all.
When we say no
- When the timing is wrong: a regulatory change is imminent, or the family’s circumstances are about to change
- When the jurisdiction is wrong: the program works, but not for this family’s objective
- When the structure is wrong: the asset is sound, but it would sit badly with the rest of the client’s position
“Waiting costs less than correcting. Almost every expensive mistake we have seen was made in a hurry.”
Why it builds a better relationship
Clients rarely forget the advisor who stopped them from making a mistake. The families we have advised against a transaction are often the ones who return when the timing is right, and who introduce us to others. Trust is built in exactly those moments.
TI
About the author
Trois Advisory
Written by the Trois advisory team, drawing on client work across mobility, real estate, private markets and strategy.
