How We Work With Your Firm
The same five steps whether you are outsourcing one case or setting up a standing arrangement. The important thing about them is where the client ends up, which is back with you.
01
Initial Discussion
A conversation between professionals. You describe the client’s position and what is worrying you about it; we tell you whether there is something worth doing and roughly what it would involve.
No client details are needed at this stage, and we would rather you did not send any.
Thirty minutes, no obligation.
02
Joint Client Meeting
Where it helps, we meet the client together. You introduce us, and the client sees that you have bought in a specialist rather than handed them on.
That distinction matters more than it sounds. A client who is passed to a stranger feels dropped; a client whose adviser arrives with an expert feels well served.
Some cases do not need this step and are handled entirely between the two firms. You decide which.
Before this point we agree in writing what the work involves and what it costs.
03
Technical Recommendation
We set out what we recommend and why, in writing, and you see it before your client does. If something conflicts with advice you have already given, we would rather resolve it between us than surface it in front of the client.
You remain free to disagree. It is your client and your relationship.
04
Implementation
Documents drafted, structures established, registrations completed.
We handle the mechanics and keep you informed at each step, so that when your client asks you how it is going, you can answer.
05
Back to You
Once the work is implemented, the client returns to you. We do not contact them afterwards, we do not review their arrangements without being asked, and we do not market anything to them.
Where there is ongoing trust administration, that continues as a separate arrangement – and it is administration, not advice.
Most firms come back with a second case within a few months. That is the whole measure of whether this works.
Resources
Choose from our extensive library of informative guides, helpful videos and insightful blogs.