What to Expect from Your First Contact
We have designed the intake process to be straightforward, respectful of your time, and entirely without obligation.
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Introductory call — 30 minutes
A brief call with Edward or Miriam to understand your situation at a high level and determine whether our services are likely to be a good fit. There is no preparation required on your part; we ask broad questions and listen. If there is no fit, we will say so plainly and, where possible, suggest alternatives.
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Discovery sessions — two hours each
If the introductory call confirms a likely fit, we schedule two structured discovery sessions. The first covers your financial position, obligations, and objectives. The second explores your attitude to risk and any qualitative considerations — family dynamics, business interests, charitable intentions — that should shape your Capital Protection Statement.
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Capital Protection Statement draft
Within three weeks of the discovery sessions, we deliver a draft Capital Protection Statement setting out our proposed strategy structure in plain language. You review it, ask questions, and request amendments before any implementation begins. Nothing is implemented until you have signed off on the final version.