One team. One partner accountable.
One team. One partner accountable. One point at which the client may reasonably ask how matters stand — and receive a complete answer.
Straightforward, and deliberately unfashionable
Our method is straightforward and deliberately unfashionable. We take a limited number of mandates; we staff them with senior people; and we stay until the thing is done. A client of this firm is not handed down a chain of associates, and does not find that the partner who took the meeting is absent from the work.
One team. One partner accountable. One point at which the client may reasonably ask how matters stand — and receive a complete answer.
From the first conversation to continuity
The first conversation
We begin by establishing what is actually at stake: the decision to be taken, the constraints that bind it, the family or board that must be satisfied, and the timetable that governs it all. Much of what follows is determined here, and we would rather spend a long first meeting than a short one. Where we are not the right firm for a matter, we say so at this stage and, where we can, point to who is.
The mandate
The engagement is then set down in writing: scope, sequence, the specialists to be engaged, what each will be asked to do, and what it will cost. Clients know before commencement which elements we will carry ourselves and which will be entrusted to licensed third parties. Our fee, agreed with the client at the outset, is the whole of our remuneration for the mandate; specialists are proposed on their merits and engaged on terms the client has seen.
Execution
We coordinate the counsel, the formation agents, the bankers and the advisers, and we hold the timetable. Correspondence is consolidated rather than multiplied: the client receives one considered account of where matters stand, not six competing ones. Where a step falters — a bank slow to open, a filing queried, a property lost — the client hears it from us promptly and with a recommendation attached.
Continuity
A transition does not conclude at the granting of a visa or the closing of a purchase; it concludes when the family, the business and the capital are settled and functioning. We remain engaged beyond the transactional milestones, and thereafter as a standing point of contact for the matters that inevitably follow — a second entity, a change in circumstances, a further deployment of capital.
Adviser and coordinator
We are adviser and coordinator. Regulated activity — banking, investment execution, legal advice and tax filing — is entrusted to appropriately licensed third parties, and we are explicit with clients about where that line falls. The discipline is a feature of the model rather than a limitation of it: the client receives one point of accountability without any compromise as to who is qualified to do what.
Where a mandate calls for regulated execution in other jurisdictions, clients have the full measure of the Group’s capabilities through our offices abroad — the same partner, the same file, and no requirement that the client begin the explanation again.
Discretion is assumed rather than advertised. Matters entrusted to us remain between the client, the partner and those the client has agreed should be brought in. Nothing is used as a reference without permission asked and given.
Mandates are accepted selectively.
Every enquiry is answered by a senior partner within two business days.