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We begin with the whole picture: the company, the family, the wealth and what you want to achieve. Nothing is proposed before we understand.
- A first confidential meeting
- A written summary of what we have understood
Our clients deal only with Pearson Specter. The firm coordinates the areas and our associate firms, with a written protocol from day one.
We begin with the whole picture: the company, the family, the wealth and what you want to achieve. Nothing is proposed before we understand.
A written proposal: what we will do, how and how much, with what is and is not included. Clear fees, VAT on top.
You deal with one point of contact. We coordinate the areas and our associate firms: lawyers, auditors and authorised entities.
We report every quarter and review everything once a year. When circumstances change, the plan changes with them.
We never name clients, assets or transactions, not even as a reference, without written permission. Every client document is confidential by default.
Tell us about your situation. We will reply within 24 working hours, in strict confidence.