How a premium engagement starts

The first conversation runs through a single point of contact, and what you share is confidential from that moment, before any agreement exists. We then confirm whether the request is one we can hold properly. Scope, reporting and fees are fixed in writing before work begins. Changes to any of the three happen only by agreement.

Working through representatives

An adviser, a family office or a legal representative may inquire on the family's behalf, provided the decision-making structure is clear. Tell us who signs and who is briefed, and we work to that structure from the first call.