Liston Concierge works on a retained, relational basis. Many families like to have a trusted advisor in place before they need one. This allows for an understanding of family dynamics, individual members, and generational goals, which supports any potential future planning. Other families reach out for the first time in the middle of a crisis. In all instances, when a need arises, we act immediately, drawing on three decades of relationships to move quickly and discreetly on the family’s behalf.

Families either reach out to us directly or are introduced by their family office, wealth advisor, estate attorney, or other trusted individual. However the conversation begins, the first step is always the same: a confidential, steadying conversation, at no cost and with no commitment.

All work is conducted with full discretion. Client information stays private, used only in service of the family. Our reputation travels quietly, by referral and by trust. The confidentiality of every family we serve is absolute.