Private assessment

Request a private assessment.

Every relationship begins with a confidential family assessment. Two short steps: a little about your family, then how to reach you. A senior member of the team will reply to arrange a private conversation.

Before you begin

What to expect.

  • Who replies

    A senior member of the team, personally. The first conversation is a confidential one about purpose, family and timing, and a written outline follows only if the programme looks right for you.

  • When

    Usually within two working days, by the contact method you choose, to propose a time for a call or a meeting.

  • Confidentiality

    Your details are used only to respond to your request and are handled as described in our privacy notice. This site uses no analytics or advertising trackers.

  • No documents requested

    We do not ask for passports, bank statements or source-of-funds documents at this stage. Please do not send them through this form. If an engagement follows, records are collected through secure channels.

Submitting this form does not create a client relationship or an attorney-client relationship, and nothing said in an introductory conversation is legal, tax or investment advice.

Step 1 of 2

  1. 1Your family
  2. 2How to reach you

Fields marked * are required.

Step 1 Your family
Step 2 How to reach you

Your details are used only to respond to your request and are handled as described in our privacy notice.