Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Global identity planning
Start with each family member’s plans for life, education, business and travel. Map citizenship, residence, business and assets separately before considering how they fit together.
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.