Innered Trust: Private Engagement Screening
Private Engagement Screening
Private Access Begins With a Deliberate Screening.
This engagement is intended for
Ultra high net worth principals and founders referred by counsel
This engagement is not intended for
Wealth managers and family office CFOs
Private client CPAs acting on behalf of a principal
Chiefs of staff or estate managers acting as authorized intermediaries
General business owners who are not yet post-liquidity
Consultants, coaches, or advisory service providers
Competing advisory, investigative, or research firms
Journalists, academics, or institutional researchers
Vendors, solicitors, or service providers of any kind
Anyone involved in active litigation, HR, or regulatory matters
Anyone without an introduction from a trusted professional
Every introduction is reviewed personally. This screening protects the discretion of principals, counsel, and the practice. By continuing, you confirm that you meet the criteria above and were introduced by a trusted professional contact.
Confirm Your Role
Select the role that accurately describes your relationship to the principal.
Terms of Access
A few confirmations before we continue.
↑ Scroll through the full agreement
Screening Approved
The Private Briefing Is Now Available
Welcome to Innered Trust
✓Screening Complete
You have completed the screening and acknowledged the terms of access. You may now continue to the private practice briefing.
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Thank You for Visiting
Innered Trust is reserved for specific situations, introduced by trusted counsel. It may not be the right fit today. If that changes, or you know someone this review would serve, please write to us at confidential@inneredtrust.com.