Morency & Co. works by introduction. There is no instant sign-up, because every relationship begins with a conversation about your mandate.
1. Request an introduction
Tell us who you are and what you are looking for: your name, email, the mandate that interests you (wealth structuring, private equity and finance, private trust or banking software) and a little context. The form is on the introduction page.
2. Choose a time to talk
After the form you can pick a time for a first conversation.
3. Verification and eligibility
Access to client services requires identity verification and is subject to eligibility, applicable law and the institution’s policies. Not every request can be accepted in every country.
4. Role-based access
Once you are a client, access is scoped by role. Clients, advisors, operators and oversight are kept distinct. Sensitive actions are governed by policy and recorded with the actor, the time and the result.
Descriptions on this site are illustrative and are not an offer, advice or a guarantee of any service or outcome. See Disclosures and Terms.