How we work

A customer-focused and comprehensive private wealth experience by design

EMPATHY. People are at the core of our business, curiosity, and everything we do.

We put ourselves in their shoes as much as we can and ask how we would feel if we were experiencing their legal journey.

WEALTH OWNER CENTRICITY. We design all our processes, touchpoints, and interactions to ensure a frictionless and smooth customer journey.

This includes price-predictability and generating ease through communication, always defaulting to transparency and clarity.

CUSTOMIZED COMMUNICATION. Our customers choose the communication channel, frequency, and information that best fits their requirements and schedule.

We leverage technology to enable your real-time control over each project we manage for you.

If you wish so, we can eliminate all email and telephone communication in a cloud-based collaboration environment.

Collaboration, fee only, empowering work environment

COLLABORATION. We enable international cooperation with legal and tax experts on all technical aspects.

To implement holistic solutions, we also work with coaches, project managers, strategy advisors, and other wealth specialists.

We coordinate all wealth planning and structuring matters on a global basis providing you with immediate access to all information and maximum control over provider selection, steps in the process, deadlines, and costs.

FEE ONLY. We are independent, and our only source of income is the fees paid by our customers.

We built our international network on expertise, trust, and customer value without any type of remuneration within the system.

With that, we avoid conflicts of interest right from the outset and do not enter into any preferred provider arrangements with financial intermediaries.

We are most happy to share our network of private wealth solution providers with you but will never have a commercial interest in doing so.

EMPOWERING WORK ENVIRONMENT. We play to our strengths.

Our flexible freelance collaboration model allows lawyers to tackle sophisticated legal challenges in a part-time and remote working environment that empowers people.

Pricing

Discover more