Discretion policy
At Samfield Capital, discretion is not optional—it’s foundational. We recognize that trust is the most valuable currency in business and that protecting your capital, your family, and your legacy is paramount. This Discretionary Policy governs how we operate across all services, ensuring that every decision, communication, and transaction is handled with the highest levels of confidentiality, integrity, and wisdom.
1. Guiding Principles
Absolute Confidentiality: All client, partner, and investment information is strictly confidential and protected at every level.
Integrity First: Decisions are always made in the best interest of our clients and stakeholders.
Family-Centered: Every service is designed with the intent of securing generational wealth and legacy.
Wisdom & Counsel: We embrace a multitude of counselors and data-driven insights, guided by discernment and experience.
2. Investment Discretion
Rigorous Due Diligence: Every investment undergoes detailed financial, operational, and risk analysis before any allocation is made.
Capital Preservation Priority: We prioritize strategies that protect downside risk while creating long-term compounding growth.
Selective Access: Only thoroughly vetted opportunities are made available to clients and partners.
Diversified Approach: Portfolios are built to withstand volatility, balancing liquidity with long-term value creation.
Co-Investments: All co-investments are screened to ensure strategic alignment, transparency, and risk mitigation.
3. Partnership Discretion
Strategic Alignment: Partnerships are only pursued if they reinforce our mission of helping families and businesses thrive
Cultural Fit: We partner exclusively with individuals and organizations who share our values of simplicity, wisdom, and long-term growth.
Reputation Protection: Every partner is vetted to ensure their practices, ethics, and reputation align with Samfield Capital’s standards.
Non-Disclosure Standards: All partnership discussions and negotiations are protected by strict non-disclosure agreements.
4. Client Relationship Discretion
Personalized Service: Every client is treated as unique, with tailored strategies for their family’s needs and ambitions.
Private Communications: Meetings, calls, and written correspondence are safeguarded and never shared beyond authorized channels.
Generational Consideration: Our advice and strategies always account for long-term legacy planning, not just immediate returns.
Trusted Counsel: We commit to transparent, honest, and unbiased recommendations, even when difficult.
5. Communication & Information Handling
Secure Channels: All sensitive communications are conducted via encrypted and secure platforms.
Minimal Disclosure: Only essential information is shared, even internally, on a need-to-know basis.
Precision of Detail: Every report, proposal, and update is double-checked for accuracy and clarity.
Confidential Media: Marketing and public-facing materials never disclose client names, results, or sensitive details.
6. Compliance & Governance
Regulatory Alignment: All services are executed in strict adherence to financial, legal, and regulatory requirements.
Independent Oversight: We engage independent advisors, auditors, and legal counsel to uphold accountability.
Conflicts of Interest: Any potential conflicts are disclosed immediately and managed with transparency.
Continuous Improvement: Policies are reviewed regularly to adapt to evolving laws, markets, and risks.
7. Data & Technology Discretion
Data Protection: Client and partner data is safeguarded under global privacy standards.
Cybersecurity: Advanced security protocols protect against unauthorized access, breaches, or misuse.
Minimal Data Retention: Only necessary records are stored, and sensitive data is destroyed once no longer required.
Third-Party Technology: Any integrated platforms are vetted for compliance, security, and privacy protection.
8. Service-Specific Applications
Advisory & Consulting: All advice is confidential, documented securely, and never shared without explicit consent.
Capital Raising: Investor and founder details are kept private and introduced only where strategic alignment exists.
Wealth Structuring: Family and trust structures are built with discretion, ensuring privacy and long-term security.
Succession & Legacy Planning: Family dynamics, inheritance discussions, and governance structures are handled with the utmost confidentiality.
Events & Networks: Access to exclusive opportunities and communities is invitation-only, with no external disclosure.
9. Accountability & Enforcement
Zero-Tolerance Policy: Breaches of discretion result in immediate review and, if necessary, termination of relationship
Employee Obligations: Every team member signs a confidentiality and ethics agreement upon joining SC.
Partner Obligations: All external partners must adhere to equal or higher standards of confidentiality.
Client Assurance: Clients may request details of our compliance practices and security measures at any time.
Closing Statement
Discretion is not just a practice at Samfield Capital—it is our promise. Every investment, partnership, and relationship is approached with the care and protection you would expect when safeguarding your family, your capital, and your legacy. Because your trust is priceless, every detail is handled with precision—so you can focus on what truly matters: compounding wealth, creating legacy, and enjoying freedom.
