Ongoing support
A fixed monthly fee, in writing.
For what recurs every month or every year: a company’s accounting, tax and payroll, or following a family’s wealth.
What you can engage us for, with a name, a timetable and a deliverable.
Each engagement is a fixed-scope project, ongoing support or a one-off consultation. These are the main ones, with their indicative timing and what you receive at the end.
Three ways to engage us
A project, ongoing support or a consultation.
A project with a fixed scope
Scope, timetable and deliverables set before we start.
For what has a beginning and an end: a wealth diagnosis, a family protocol, preparing a sale.
A one-off consultation with an opinion
A one-page engagement letter.
For a specific question: reading a contract before you sign, assessing a claim or replying to a letter from the authorities.
I Legal
EngagementTypeIndicative timingWhat you receiveWho signs
Contract reviewOne-off consultationDepends on the contractAn annotated contract and a legal opinion, before you sign.Qualified lawyer
Shareholder agreementFixed-scope projectDepends on the matterA signed shareholder agreement, with the structure and articles that go with it.Qualified lawyer
Basic company complianceFixed-scope projectDepends on the companyA report on what the law requires of the company and a plan to bring it up to date, with follow-up.Qualified lawyer
II Private Clients
EngagementTypeIndicative timingWhat you receiveWho signs
Wealth and family diagnosisFixed-scope project4–6 weeksInventory, family map, risk sheet and a 12–24 month roadmap.Pearson Specter
Succession planFixed-scope project2–4 monthsA 10–15 page succession plan, with a dated roadmap.Pearson Specter; a qualified lawyer and a notary, for the documents
Family protocolFixed-scope project3–5 monthsA signed protocol and the agreements or articles that make it enforceable.Pearson Specter; a qualified lawyer, for agreements and articles
Annual wealth reviewOngoing supportOnce a yearA meeting with a fixed agenda and two-page minutes.Pearson Specter
Family officeOngoing supportEvery quarterA quarterly consolidated report, a calendar of due dates and a supplier sheet.Pearson Specter
III Corporate
EngagementTypeIndicative timingWhat you receiveWho signs
Initial review of the companyFixed-scope project3–4 weeksA status report on the accounts, contracts and people, with priorities.Pearson Specter
Change of accountantFixed-scope project30 daysAn orderly handover: documentation, calendar of obligations and transition plan.Pearson Specter
Sale preparationFixed-scope project6–24 monthsA roadmap for the sale, accounts and structure in order, and a tax note on the transaction.Pearson Specter; a qualified lawyer, for the documents
Founder successionFixed-scope project1–5 yearsA succession plan with milestones, corporate structure and a tax note.Pearson Specter; a qualified lawyer, for the documents
Bringing in a partner or investorFixed-scope projectDepends on the transactionStructure, shareholder agreement and accounts in order for the entry.Pearson Specter; a qualified lawyer, for the agreement
IV Investments
EngagementTypeIndicative timingWhat you receiveWho signs
Your savings on one pageFixed-scope project3–4 weeksOne page with everything you hold, a table of costs in euros, a map of overlaps, a tax note and questions for your institution.Pearson Specter; if you decide to invest, the authorised entity you choose
No fees on this page: fees are set in writing before we start, with what is and is not included.
A conversation, whenever you decide.
We reply to every enquiry within 24 working hours, in strict confidence.