A large white yacht docked in a calm body of water near a rocky cliff.

For trusted advisers and family offices

Download the Buyers Blindspot Executive Summary

Independent, captain-led advice for professional advisers, family offices and private client representatives whose clients are considering a yacht purchase.

I work alongside your client's existing team, lawyers, tax advisers, bankers, family offices, bringing an independent operational perspective from the initial ownership brief through viewings, sea trials, due diligence, purchase and transition into confident ownership.

I'm not there to replace the broker, surveyor or yacht manager either. Those specialists have an important, distinct role in getting a transaction done. My role is different: to help the client understand how the yacht itself, and the various specialist findings around it, fit together in practice, from purely their side of the table.

A man and woman sitting on a boat, sharing coconuts with flowers, overlooking the ocean with distant islands, under a partly cloudy sky.

Support at any point of your client’s journey

For Private Buyers, Family Offices and Trusted Advisers

Clients reach out at different moments, some are still shaping what they want from ownership, others already have a shortlist or a sea trial coming up, and some are weighing survey findings before completion. Wherever your client is, I can step in without disrupting the progress they've already made.

Gold outline of an American football with a stylized football icon inside.

When to involve me

Before a client travels to view a yacht, before an offer, before survey, before handover, before relocation or when an owner needs practical support.

Line drawing of two hands shaking, representing handshake or agreement.

Protecting your relationship

I support the client quietly, keep communication clear, and don't attempt to displace the relationship you've already built.

Gold shield outline with a checkmark inside.

What I do not do

I don't replace legal advice, tax advice, class surveys, insurance advice or formal yacht management where those are required.

A woman with red hair and animal print clothing sitting on an outdoor lounge chair on a wooden deck by the ocean, with cushions and a glass-top table nearby. The sea is calm with sunshine and clouds in the sky.

Supporting your client, protecting your role.

I sit alongside your client's existing advisory structure, not inside it.

I provide calm, independent guidance, drawing on yachting knowledge, operational judgement and practical experience at sea, to help protect your client's position.

For you as the professional adviser, the benefit is simple: a trusted, captain-led resource that can help your client make better yacht decisions, without disrupting the relationship you've already built.

I understand that trust is already held by the advisor, family office or professional representative.

My role is to support that relationship, not replace it.

I communicate clearly, act discreetly, and provide practical insight that sits alongside your client's existing legal, financial, tax, insurance and professional advice. I won't attempt to displace you, take over the client relationship, or create unnecessary commercial pressure.

Where it's useful, I can work directly with the client, through you, or alongside the wider professional team, whichever suits how you already operate.

A discreet resource for an important client decision

If you're advising a client who's considering a yacht purchase, I'd welcome a confidential conversation about where an independent operational perspective might help. I can work directly with the client, through you, or alongside the wider professional team.

Arrange a Confidential Conversation