The onboarding gift
A new household just trusted you with their life's work. A warm box the week the account funds turns a signature into a relationship, and a story they tell at the next dinner party.


From the day the plan is signed to the CPA who keeps sending you households — a warm box says thank you better than a bottle of wine ever could.
Start with a single onboarding box or stand up a year-round program. Every tier is built to fit your firm's gift policy and stay under the cap.
Per-client gifting for the moment a household becomes yours: no commitment, no minimum.
Curated seasonal drops to your CPAs, attorneys, and COIs. Set once, sent all year, tracked against the cap.
Bulk gifting for the whole practice, co-branded and handled for you.
FINRA Rule 3220 caps gifts at $100 per person, per year. We built corporate Après to live comfortably under that line and to give your compliance team the paper trail to prove it.