The households first.
You tell us which households and which family members you want to reach. We design the sequence: who is invited to what, in which season, seated next to whom.
Private Client Hospitality
You know your clients. Hospitality is how you come to know their families.
Small, carefully made gatherings for wealth management teams: dinners, family evenings, a morning on the water. You name the households you want to know better this year. The Atelier plans the calendar and produces every detail.
CLIENT EVENT STUDIESHospitality,
Hospitality,
seen in the room.
Three client gatherings, each designed around the firm hosting it and the relationships gathered there.
Island Park Private Wealth
A garden evening shaped around long tables, conversation and a generous sense of welcome.
View the event
Morgan Stanley Roccki Group
An intimate dinner composed in candlelight, calla lilies and a quiet continuous table.
View the event
Morgan Stanley Roccki Group
A spring gathering in white and green hydrangeas, pale linens and natural wood.
View the eventTHE HOUSEHOLD PROBLEM
The relationship usually lives with one person.
Most advisors see the primary client a few times a year. The spouse comes to some reviews. The adult children know you as their parents’ advisor, if they know you at all. Research from Cerulli Associates found that only about one in five heirs who had already inherited stayed with their parents’ advisor, most often because they had never built a relationship of their own.
Review meetings were not designed to fix that. A good table is.
Source: Cerulli Associates research reported October 2025.WHAT THE ATELIER DOES
A year of evenings, planned around your households.
The program begins with people, not venues: who you want to know better, and what kind of room will make that relationship easier.
Everything carried.
Venues, menus, invitations drafted for your review, florals, rentals, seating, arrival and pacing. You arrive and host.
The care continues.
A personal note drafted for each household within 48 hours, and an itemized cost per guest for your records.
HOW IT WORKSFour decisions.
Four decisions.
One carried year.
The firm keeps every approval that matters. The Atelier makes the year real.
Name the households.
Counts and roles only at first: how many families, and whether you want to reach spouses, adult children, business owners, or the whole family.
Choose your year.
Pick a program or single evenings from the catalogue, and place them on the calendar.
Review and approve.
Your team approves concepts, guest-facing wording and budgets. Invitations go out from your firm.
Host the room.
We run the evening. You spend it with your clients and their families.
ANNUAL PROGRAMSChoose the rhythm
Choose the rhythm
that fits the firm.
Published planning and production fees let your team understand the range before a call.
ANNUAL PROGRAM
The Seasonal Program
Four signature evenings, one each season. From $9,000 planning plus production.
See this program ANNUAL PROGRAMThe Household Program
Six experiences, including one for spouses and one for clients’ adult children. From $15,000 planning plus production.
See this program ANNUAL PROGRAMThe Family Calendar
Ten to twelve touchpoints across the year, from an owners’ supper to a holiday family gathering. From $24,000 planning plus production.
See this programOr start with a single evening, from $2,500.
THREE EXPERIENCESMade for the person
Made for the person
beyond the primary client.
Click through each concept study, then open the full catalogue to build your own year.
The Twelve-Seat Table
Six client couples, one menu shared at the table, a seating plan built so each spouse meets someone worth knowing.
See the experienceParent and Adult Child Supper
Clients bring a son or daughter. You meet the next generation as a guest at a good dinner, invited by their own parent.
See the experienceThe January Oyster Supper
Business-owner clients and their successors around a fire, with a family-business owner telling how they handed the company on.
See the experienceBUILT FOR REVIEW
Designed to be easy to approve.
Your firm sends the invitations and keeps the guest list. We receive only first names, dietary notes and seating guidance. Every estimate separates hospitality from take-home items and arrives itemized per guest. Your advisors attend every event they host. Third-party costs pass through at cost, with no markup.
The compliance page explains what is in place today. Procurement materials are supplied only when current and applicable.
For compliance and procurement
FOUNDER-LED · CORNELL ALUM
Planned and attended by Maeve Kelly.
I lead every engagement personally and attend every event. Before the Atelier, I spent several years in financial services. I built this practice so advisors could hand off the evenings entirely and trust that the details, including the confidential ones, are handled properly.
Based in New York and Charleston, working across the Northeast, coastal South Carolina, Little Rock, and wherever your clients gather.
About MaeveTHIS YEAR’S CALENDARDates shown
Dates shown
are real.
Holding one costs nothing and keeps it for seven days while your team reviews. Maeve confirmed that every available date below may be requested in New York or Charleston.
08Thu, Oct 8New York · Available
10Sat, Oct 10New York · Available
11Sun, Oct 11New York · Available
08Thu, Oct 8Charleston · Available
10Sat, Oct 10Charleston · Available
11Sun, Oct 11Charleston · Available
A SHORTER FIRST NOTENot ready to plan
Not ready to plan
the whole year?
Tell Maeve which part of the household you are thinking about. No client names or account details.