Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Annual planning review
Revisit plans as life changes. Bring document expiry, family changes, residence patterns, bank records and asset plans into an annual checklist, identifying where fresh professional advice is needed.
Prepare three lists
Jurisdictions involved
Locations of life, work, business and assets, plus existing professional advice. Sensitive documents are not needed for the first conversation.
Scope & responsibility
Confirm providers, required qualifications, deliverables, fees and secure communication in writing. Website descriptions do not guarantee an outcome.