PRIVATE CLIENT ENTRY TERMS (For Invitation-Only Engagement)
OVERVIEW
This work is designed for clients operating at the highest levels of business, governance, and family legacy. Engagement is by referral or direct introduction only. The following outlines the requirements and onboarding process for consideration.
CLIENT PROFILE
This consultancy serves:
UHNW and billionaire individuals and families
Royal households and their appointed representatives
Family office principals and legacy custodians
Senior decision-makers with responsibility for generational wellbeing
ENTRY REQUIREMENTS
Introduction via a trusted intermediary, luxury concierge, or existing client
Demonstrated need for discretion and confidentiality
Commitment to agreed timelines and engagement structure
Understanding of the relationship between wealth preservation and strategic/spiritual alignment
PRE-ENGAGEMENT STEPS
Referral or Introduction – Contact initiated through an approved channel.
Confidential Consultation – 45–60 minutes to review objectives and requirements.
Client Profile Submission – Secure provision of relevant personal, lifestyle, and wellbeing information.
Compatibility Review – Assessment to confirm mutual fit.
Engagement Agreement – Signing of terms, including confidentiality clauses.
Referral or IntroductionOnboarding Process
Enquiry Review – Vetting of introduction and objectives.
Proposal Issued – If approved, a bespoke engagement proposal is presented.
Contract & Retainer – Formal agreement and payment to secure services.
Commencement – Engagement begins with a Legacy Calibration Session™.
5. Confidentiality Protocol
All engagements operate under strict non-disclosure. Protocols meet or exceed private banking and diplomatic security standards. No client identities, details, or results are shared under any circumstances. ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur? Quis autem vel eum iure reprehenderit qui in ea voluptate velit esse quam nihil molestiae consequatur, vel illum qui dolorem eum fugiat quo voluptas nulla pariatur.
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