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VII Private Intake

A private correspondence, by appointment only.

The concierge intake at Penhallow Estate Planning is reserved for principals whose estates warrant a bespoke structuring conversation — typically households with $14M+ in assets, multi-jurisdictional holdings, or generational transfer complexity beyond a standard revocable trust.

Founded 2008 • ACTEC Member since 2011 • $250M+ in client assets under active planning • Concierge intake, 24-hour reply
Begin a Private Introduction

No discovery call is scheduled without a written introduction first. We respond personally within one business day.

§ Directory of Practices

Two offices. One concierge line.

Principals are received in either location by appointment; the concierge channel below routes every written introduction directly to the principal-of-record on intake — not a triage queue.

I.

Boston

Principal office & founder's residence

75 Federal Street, Suite 1420
Boston, Massachusetts 02110
Reception
Tuesday – Thursday
By appointment
9:00 – 17:00 ET
View on map
II.

Greenwich

Secondary practice, established 2016

500 Greenwich Street, 4th Floor
Greenwich, Connecticut 06830
Reception
Monday & Wednesday
By appointment
9:00 – 17:00 ET
View on map
III.

Concierge Channel

For written introductions only

Calls before a written introduction are not scheduled. All written inquiries receive a personal reply from a senior strategist within one business day.

§ Private Intake

A short written introduction.

This is not a discovery-call request. It is the opening of a private correspondence — a note from a prospective principal to a strategist. Please write in the third person or on your own behalf; the firm does not accept intake from third-party marketers.

Composition of the household (select all that apply)

Encrypted in transit. Read only by a senior strategist. Never sold, traded, or added to a list.

Who this intake is designed for.

The Penhallow practice works with a deliberately small number of principal households — roughly seventy active engagements at any time, drawn largely by referral from existing clients, accounting counsel, and the American College of Trust and Estate Counsel. Engagement is appropriate where one or more of the following conditions obtain:

  • An estate at or above $14 million, or projected to cross that threshold within a generation.
  • Multi-jurisdictional holdings — real estate, operating businesses, or art collections spanning two or more U.S. states, or with a non-U.S. nexus.
  • Generational transfer complexity: blended families, prior marriages, special-needs heirs, or a family business in the second or third generation.
  • An existing plan drafted elsewhere and now out of step with current tax law (post-2026 exemptions), family circumstances, or the principal's philanthropic intent.
  • A board, foundation, or family council seeking a long-tenured structuring partner rather than a transactional one.

If your situation is primarily probate administration, will contest, or trust litigation, please be aware that Penhallow does not maintain a litigation practice and would refer you to a qualified litigator rather than accept the engagement.

What happens after you write.

  1. i.
    Within 24 hours. A senior strategist reads your note personally and replies, in writing, with either a request for a brief telephone introduction or a respectful recommendation of a firm more suited to your matter.
  2. ii.
    By the end of the first week. If a conversation is warranted, a 45-minute private call is scheduled — no cost, no obligation, no marketing materials exchanged.
  3. iii.
    Within ten business days. Should both parties wish to proceed, a formal engagement letter is delivered; the firm then begins the proprietary 7-Layer Dynasty Audit™ used on more than 1,800 prior engagements.
§ Closing

Begin the relationship
by writing, not by clicking.

Write to Concierge +1 (617) 555-0184

Penhallow Estate Planning, LLP
75 Federal Street, Suite 1420, Boston, MA 02110
Second practice: 500 Greenwich Street, 4th Floor, Greenwich, CT 06830

Every written introduction is treated as a privileged communication under the firm's discretion policy. Your name, contact details, and the contents of your note are never added to a marketing list, shared with third parties, or used for any purpose other than a considered response from a senior strategist.