How a premium engagement starts
The first conversation runs through a single point of contact, and what you share is treated as confidential from that moment, before any agreement exists. We then confirm whether the request is one we can hold properly. Scope, communication rules, reporting, and fees are fixed in writing before work begins, and changes happen only by agreement.
Working through representatives
Inquiries can come through an adviser, a family office, or a legal representative rather than the family directly, provided the decision-making structure is clear. A non-disclosure agreement can be signed before details are discussed.

