Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Cross-border legal
Identify jurisdictions, contracting parties, transaction objectives and dispute arrangements. Property, corporate and personal matters may involve professionals in several countries; written engagements should define each provider’s scope and responsibility.
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.