Start with the
question beneath the question.
A confidential 45-minute conversation with a partner. No deck. No obligation. Do not send account numbers or sensitive documents.
Typical relationship $20M+ / Fiduciary sample demoWhat the first conversation covers.
High-net-worth prospects need to know the meeting will be useful even if they never engage.
- 10 min
What prompted the call
A sale, an inheritance, a family decision or simply a second opinion.
- 20 min
The full picture
Entities, advisors already involved and the decisions ahead. No account numbers.
- 15 min
Honest fit
Whether we can help, what it would cost and who else you should speak to.
Questions families ask.
Is there a minimum?
Relationships typically begin around $20M in investable assets, though families approaching a liquidity event are welcome earlier.
Who holds my assets?
Assets stay at an independent custodian in your name. Northline never takes custody.
Are you a fiduciary?
In this concept, yes — at all times and on every account. A real site would link to the firm's regulatory filings here.
Do you replace my CPA or attorney?
No. We work alongside them, and can recommend specialists when there is a gap.