Our Services
Transition Packages Designed for Every Advisor
From foundational guidance to fully managed white-glove execution, Mahogany meets you where you are — and takes you where you need to go.
Every Transition Is Different. Every Package Is Built for It.
Whether you're a solo practitioner moving a $30M book or a team managing $500M+ across hundreds of households, the stakes are the same: your clients, your relationships, and your legacy are on the line.
Mahogany offers three distinct service tiers — each designed to match the complexity of your transition and the level of support you need. All engagements are backed by the Mahogany Method™ and our commitment to zero disruption.
Essentials
Starting at $7,500
Structure and clarity for advisors who need a proven roadmap.
The Essentials package provides the foundational framework every advisor needs for a successful transition. You get structured project management, organized documentation, and a clear household prioritization strategy — so nothing falls through the cracks.
Ideal For
Advisors with books under $50M or those who have strong operational support but need expert transition oversight.
- Transition project management
- Documentation organization & tracking
- Household prioritization framework
- Milestone tracking & reporting
- Transition timeline development
- 30-day post-transition check-in
Premium
Starting at $25,000
Comprehensive management for complex transitions.
The Premium package delivers full-spectrum transition management — from risk assessment and mitigation to client relationship nurturing and asset migration oversight. Ideal for advisors with mid-to-large books who need a dedicated partner managing every moving part.
Ideal For
Advisors with books between $50M–$250M or those transitioning with complex client relationships and operational requirements.
- Everything in Essentials
- Risk assessment & mitigation planning
- Client relationship nurturing strategy
- Asset migration oversight
- Custodian & operations coordination
- Client communication scripting
- Exception management & escalation
- 60-day post-transition support
Concierge
Starting at $50,000
White-glove execution for high-stakes, high-complexity transitions.
The Concierge package is our most comprehensive offering — a fully managed, end-to-end transition experience with a dedicated Mahogany team assigned to your engagement. Every detail is handled with precision, discretion, and an unwavering commitment to protecting your book.
Ideal For
Advisors with books over $250M, team transitions, or any situation where the complexity and stakes demand dedicated, hands-on management.
- Everything in Premium
- Dedicated transition team
- End-to-end execution management
- White-glove client outreach support
- Real-time asset transfer tracking
- Regulatory & compliance coordination
- Long-term growth strategy session
- 90-day post-transition growth plan
Additional Services
Need something beyond a standard package? We offer standalone advisory services for advisors at any stage of their transition journey.
Transition Readiness Assessment
A comprehensive pre-transition audit of your book, operations, and risk profile. Delivered as a written report with actionable recommendations.
Client Communication Strategy
A custom outreach plan and scripted communication templates for announcing your transition to clients with confidence and clarity.
Post-Transition Growth Consulting
A structured 90-day engagement focused on accelerating AUM growth, deepening client relationships, and building operational momentum in your new environment.
Common Questions
Frequently Asked Questions
How long does a typical transition take?
Most transitions managed by Mahogany are completed within 60–120 days, depending on book complexity, household count, and custodian timelines. We establish a clear timeline during the scoping phase.
Do you work with advisors at all custodians?
Yes. We have experience coordinating transitions across all major custodians and broker-dealers. Our process is custodian-agnostic and adapts to the specific requirements of your receiving firm.
What if my situation doesn't fit a standard package?
We offer fully custom engagements for complex or unusual transitions. Contact us for a confidential consultation and we'll design a scope that fits your specific needs.
Is my information kept confidential?
Absolutely. Every inquiry, engagement, and piece of client information is handled with the highest level of discretion. We never share your transition strategy or client data.
Not Sure Which Package Is Right for You?
Schedule a confidential consultation and we'll help you identify the right level of support for your transition.