Two senior advisors meeting to review a referral mandate
For Private Bankers, Lawyers & Trustees

The cross-border structuring arm your firm doesn't run in-house.

Co-engagement, sub-advisory or white-label. Director-led, confidential, never client-poaching. The structure work your client needs without the firm needing to build a CSP.

Active partner firms
40+
Retention
92%
Avg. relationship
4+ yrs
Conflict policy
Strict
The position

Your client's cross-border structuring should not be a referral lottery.

Private bankers, tax counsel, family lawyers and trustees regularly encounter client matters that need offshore structuring beyond the firm's scope. The default is a discretionary referral — hope the introducer is good. We are the named, fixed-fee, director-led alternative. Every introduction stays your client; every engagement letter is yours to see; every recommendation is documented to a level your compliance team can audit.

How partnership works

Three models, your choice.

01

Direct referral

Send your client. We engage them directly. You receive thanks and a clean handover. No fee-share — by design, to keep the introduction integrity-pure.

02

Co-engagement

We engage alongside you on a defined sub-scope. Your client signs both engagement letters. We invoice separately, never duplicating your fee.

03

White-label

Used when the partner firm prefers a single client interface. We deliver, you brand. Pricing agreed up-front and disclosed to the client per regulatory rules.

92%
Partner retention year-on-year
Zero
Outbound solicitation of referred clients
Written
Every introduction documented to your compliance
Where we operate for this audience

The jurisdictions this audience uses most often.

We hold active relationships with formation agents, regulators, banks and counsel in each. Other jurisdictions available on engagement.

Common questions

What private bankers, lawyers & trustees ask in the first call.

No. We believe paid referrals corrupt the introduction. Partner relationships are built on the quality of mutual work, not on fee splits.

Discuss a partner relationship

Five days to a written diagnosis. Eight weeks typical to implementation. Director-led throughout.

Or call a director directly · +852 5161 5505