Privacy is a working discipline.
Not a claim, and not secrecy for its own sake — a set of standards that govern how each engagement is conducted.
Privacy
Confidentiality is protected through disciplined access, careful communication and clearly defined responsibilities — not through secrecy for its own sake.
Documentation
Important decisions should be supported by complete, consistent and organized records.
Authority
No participant should act outside the authority established for the engagement.
Counterparty Discipline
Institutional and professional relationships should be approached through proper channels, clear protocols and verified points of contact.
Risk Awareness
No transaction should move forward merely because it is presented as exclusive, urgent or unusually profitable.
Independent Verification
Material claims, ownership, authority, control, valuation, compliance and transaction mechanics should be independently verified where appropriate.
Long-Term Orientation
A private office should be designed to function beyond a single transaction, person or immediate opportunity.