The Preference Portal
Say it once. We hold it for good.
The reason a good private office feels effortless is not memory. It is a record. Every client has a portal where preferences are set, revised and stored, so nobody has to explain the same thing to a new person ever again.
Your assistant can update it. Your family office can read it. We work from it, every single time.
Try it
Tap once for always. Twice for never.
Forty one preferences is a normal record for a family we have worked with for a year. None of them were asked for twice.
Deleted on request within thirty days, with written confirmation.
The Family, Cap FerratStanding: Trusted · 41 preferences held
At the table
Travelling
At home
The VaultPassports, sizes, allergies, memberships, insurance and the documents nobody can find at 7am.
The CellarWhat you own, what you drank, what you liked and what should be bought before it disappears.
Filled: alwaysOutline: no preferenceStruck: never