Director signing an engagement letter at a leather-bound desk

Client onboarding

The start of a long relationship.

If you've decided HPT is the right firm for your matter, the intake below begins formal onboarding. A principal director reviews your submission within 48 hours, and an engagement letter is typically issued within five business days. Most of our clients stay with us for years — this is where that starts.

Intake

A few details to start.

Prefer to talk first?

Book 20 minutes with a director before you fill in any details.

Book my call

First name *

Last name *

Email *

Phone (with country code)

Country of tax residence *

Other relevant residencies / citizenships

What's the primary matter? *

Approximate net worth band

Indicative budget

When do you need this completed?

What are you trying to achieve? *

I confirm I am not subject to sanctions or under regulatory investigation.I understand nothing here is yet a legal engagement, and that work begins only after a signed engagement letter — and that HPT may decline to act.

Process

01Director review within 48 business hours.
0230-minute discovery call.
03Engagement letter with fixed fee and timeline within 5 business days.
04On signature and 50% retainer, work begins.

What you receive

Director-led engagement, named on the letter
Fixed fee, no hourly billing, no scope creep
Written memoranda for every recommendation
Ongoing access to the principal director