Make gifting your edge.
Send the gift they tell all their friends about.
Be the firm that sent the thing everybody talked about.
Get the callback your congratulations email never got.
Give them something they can't shut up about at dinner.
Nobody remembers who sent what. Gift throughout the year to stand out and build a bond.
Send something better than a fruit basket, chocolates or boring wine.
"Fully executed. Celebration approved."When business gets personal, relationships move faster.
"From your counsel. No invoice attached."IPO. Acquisition. Secondary. Add one more liquid asset in their portfolio.
"Your most liquid asset."$5K covers 15–20 bonds. Deploy them across the year for deal closings, milestones, birthdays, and holidays.
Name, occasion, and address. No address? We'll reach out, confirm it, and keep you out of the awkward part.
Concept, production, delivery, and note. Your client gets the gift. You did nothing except look brilliant.
Start with $5,000
Relationship wallet covers approximately 15–20 bonds across the year. Deploy for deal closings, client milestones, and holiday gifts.
Unused balance rolls forward for 12 months.
startDeal close, birthday, liquidity event, or year-end. We turn client moments into bonds people remember.