PRIVATE WEALTH
Introductions following reported equity sales.
Keystne identifies executives whose publicly reported share sales fall within a private wealth firm’s agreed criteria. I review what the disclosure actually shows, then establish whether an introduction would be relevant and welcome. A transaction alone is never the introduction.
For executives
If you have recently sold company shares and would like to speak with a private wealth firm, I can make an introduction after learning what kind of firm and conversation would be useful to you. The firm provides any financial advice; Keystne makes the introduction.
How I assess a possible introduction
01 / CHECK THE DISCLOSURE
Confirm that the reported transaction is a sale, along with its date and reported value. Do not treat a tax withholding, gift, or transfer as a sale.
02 / CHECK RELEVANCE
Compare the situation with the firm’s agreed client criteria. Establish whether the executive wants to speak with a private wealth firm.
03 / INTRODUCE
If both sides want the conversation, make a direct introduction with only the context each has agreed to share.