A method tailored to every client.

Our clients deal only with Pearson Specter. The firm coordinates the areas and our associate firms, with a written protocol from day one.

I

Listen

We begin with the whole picture: the company, the family, the wealth and what you want to achieve. Nothing is proposed before we understand.

You receive
  • A first confidential meeting
  • A written summary of what we have understood
II

Propose

A written proposal: what we will do, how and how much, with what is and is not included. Clear fees, VAT on top.

You receive
  • A fee proposal
  • Once signed, it is the engagement
III

Coordinate

You deal with one point of contact. We coordinate the areas and our associate firms: lawyers, auditors and authorised entities.

You receive
  • One accountable contact
  • Associate firms identified for every regulated service
IV

Report

We report every quarter and review everything once a year. When circumstances change, the plan changes with them.

You receive
  • Quarterly report
  • Annual review
Service protocol

What we promise, in writing

  1. 24 hEvery client email is answered within 24 working hours, even if only to set a date.
  2. 3 monthsA quarterly report on your matter, in the same format every time.
  3. 1 yearAn annual review: where things stand, what has changed and the plan for the year.
  4. Day 1The protocol is handed over in writing at the start of the relationship, in the welcome pack.
Confidentiality

What you tell us stays with us.

We never name clients, assets or transactions, not even as a reference, without written permission. Every client document is confidential by default.

  • Absolute confidentiality
  • Client documents confidential by default
  • Personal data protected (GDPR)
  • Never a client as a reference without permission

A first meeting commits you to nothing.

Tell us about your situation. We will reply within 24 working hours, in strict confidence.