Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Banking coordination
Organise account purpose, business model, beneficial ownership and evidence of funding into a consistent record. Banks make independent acceptance decisions; citizenship, residence or incorporation does not guarantee an account.
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.