Private wealth. Capital solutions. Legacy planning.
A private consultation is a conversation, not a sales presentation. We learn what you own, what you want it to accomplish and who already advises you, then outline how coordinated planning could work for you and your family.
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Most people arrive with one question. The conversation usually reaches every area where ownership, taxes, capital and legacy meet, organized around the five pillars of the Overtime framework.
Which decisions in the year ahead carry tax consequences, and who is coordinating them?
How are your assets owned today, and does that structure still fit what you want it to do?
How does your business fit within your personal plan, your succession and an eventual exit?
Does energy belong in your plan at all, and what would you need to understand before considering it?
How does real estate fit alongside your other holdings, your liquidity needs and your time horizon?
Is every part of your plan working together, and is anyone responsible for making sure it does?
Consultations are designed for people whose income, ownership or family responsibilities have outgrown advice delivered one product at a time.
The first conversation is about understanding, not selling. Nothing is recommended until we understand your situation, and nothing begins without a written agreement.
Book a private consultation through Ro.am, in a new tab, at a time that suits you.
We listen first: your goals, what you own, how it is structured today and who already advises you.
We outline how coordinated planning could work, which professionals would be involved and the sensible next steps.
There is no obligation. If working together makes sense, its scope is set out in a written engagement agreement first.
You do not need documents for a first conversation. A few minutes of thought beforehand helps us use the time well.
Account numbers, passwords, tax returns, statements or other sensitive documents, whether through the booking page or by email. If documents become useful later, we will explain how to share them securely.
Existing investorsFor account matters, sign in to the investor portal directly. This website never asks for your portal password.
Investor portal sign inTell us who you are and what you would like to explore. A member of the Overtime Capital Group team will follow up to schedule a private consultation.
Please do not include account numbers, passwords or other sensitive information.
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