STEP I: INTRODUCTION
We are almost always introduced or recommended to prospective qualified clients through their trusted advisors or friends. We prefer this approach because ours is a special expertise for select people. Since we can only work with a small number of families each year and since we will likely have a long on-going business relationship, we execute careful due diligence before agreeing to offer our engagement arrangement.

We also prefer that prospective clients, along with their trusted advisors, execute their due diligence upon us before we meet. Prospective clients do this by reading our book, Beating the Midas Curse, and by examining our legal documents. When they are satisfied, we meet with them and their advisors to answer any questions and to conduct two-to-three hours of Guided Discovery to determine their fee. At this point, they determine at their pace if and when they want to accept our engagement arrangement.

To examine our Engagement Arrangements, email your request to private@lvanoort.com or call 319-404-4260.

› Step Two