For private wealth managers
The part of a client’s life the portfolio can’t reach.
You have planned for the wealth. Becoming helps the person behind it decide what it is for.
You see it first
A plan that is in place, and a client less certain than ever.
A sale closes, a firm changes hands, a role comes to an end. The structures are sound and the capital is placed. And across the table sits someone who has never been less sure what comes next.
- After an exit
- The work that defined them is done, and nothing has taken its place.
- Before a succession
- Handing over the business means deciding who they are without it.
- At a plateau
- Everything works, and none of it feels like enough.
- At a new chapter
- Free on paper, booked solid in practice.
Why wealth managers introduce Becoming
The introduction clients remember.
Four things an introduction does for you.
- Closer relationships
- You become the one who saw the whole person, not only the balance sheet.
- Clearer decisions
- A client who knows what they are building decides more clearly about capital, giving and succession.
- Nothing to sell
- You make the introduction. One of our advisors takes it from there.
- Discretion by default
- Nothing a client shares with us comes back to you without their consent.
How it works
Three steps, and the work is ours.
- 01
A conversation
We learn about your clients and show you how Becoming works.
- 02
An introduction
Share the page written for your clients, or introduce them to an advisor directly.
- 03
Three stages
The Diagnostic, the Immersive and the Advisory, held as a one-year membership. Assess, Immerse, Integrate.
A member
$1.4B
Exit, nine years from founding
Founder who exited at $1.4B, now on three boards
They came to us when their success didn’t feel like what they thought it would.
Ninety days later they were driving at a new definition of success all their own, building their next billion-dollar venture.
Host with us
An evening your clients will talk about.
We co-host a private evening for a small room of your clients. You bring the guests, and we bring the experts, the setting and the conversation. Your clients get a night worth their time, and you’re the one who brought them there.
Your guests and our experts
For your clients
A page written for them.
Forward it when the moment is right. It explains Becoming in their terms, and the first step costs nothing.
Partner with Becoming
Begin with a conversation.
An hour with our team, about your clients and where Becoming fits. There is no charge.
One hour with our team