Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Family & succession
Map family relationships, minor children, care arrangements and asset locations. Identify guardianship, succession and document coordination questions across legal systems instead of relying on one universal document.
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.