Three principles. Lived, not laminated.
Most firms have values pages. We are uneasy with the genre — values become marketing the moment they are written down. We publish ours anyway, because we want the people we hire and the clients we serve to be able to hold us to them.
Value · 01
Be True.
Respect, integrity, and transparency. We communicate openly without bias, judgement, or hate. The firm operates with one voice across stakeholders — the message we deliver to a client privately is the same message we are willing to publish.
Value · 02
Be Accountable.
We are custodians of the present, accountable to the institutions, communities, and natural resources that the next generation will inherit. Accountability is not an aspiration — it is the standard against which every engagement, decision, and hire is measured.
Value · 03
Be Brave.
Innovation requires risk, and risk requires trust — in expertise, in collaboration, and in each other. We treat structure and risk as self-imposed limitations to overcome, not as cover for inaction. The brave call is usually the right call.
What this means in practice
Values are easy to write and hard to honour. We try to honour ours through specific operating commitments:
- Senior-led every time. Every engagement is anchored by a named director. We do not staff partners on the win and disappear. The partner who wins the work is the partner who runs it.
- The advice we would give if we were not paid. We will tell a client when an engagement should be smaller, shorter, or stopped. The honest call is more valuable than the expanded scope.
- Equal-opportunity hiring. We are an equal-opportunity employer committed to diversity and inclusion. We celebrate differences and we hire for ability, judgement, and character — in that order.
- Stakeholder alignment. Our commitments are structured around partners, community, and supporters — not just shareholders. We publish an ESG framework and we update it.
"The first thing they told us was that the engagement we had asked for was the wrong engagement. They were right. They are also still our advisors three years later."
Holding us to it
If you have ever worked with us — as a client, an Associate, or an employee — and we have failed to live up to one of these values, we want to know. Email [email protected]. The mailbox is monitored by a director outside the engagement chain.
The kind of firm we are trying to be.
If these values describe the kind of advisor you want — or the kind of firm you would want to work for — start a conversation.
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