Begin the Conversation

Tell us about your family.

Vice Financial is selective by design. The questions below help us prepare meaningfully for our first conversation.

Step 01

Your contact details

So we can reach out about your application.

Your nameEmailPhone

Step 02

The person who would be coached in the engagement.

Their nameTheir age

Vice Financial works with clients age 16 and older.

Do they know you are applying?

YesNo

In a sentence or two, how would you describe him/her as a person?

0 / 250

Step 03

A high-level picture so we can prepare meaningfully for the call.

Approximate wealth you stewardPrimary source of wealthInheritance / wealth transfer timeline

Step 04

What matters most

What is prompting you to reach out now?

0 / 300

Tell us about your family and what you're hoping for

0 / 1000

Specific concerns (select all that apply)

How did you hear about Vice Financial?

You will hear from Connor personally within two business days.