Partner Programme
Refer with confidence.
Your reputation stays intact.
We work with accountants, solicitors, IFAs, wealth managers and introducers who need to refer internationally mobile clients to a specialist offshore advisory firm — one that produces written, defensible work and never undercuts your position.
Why Partner with Us
A specialist team that protects your client relationships.
We do not compete with you
HPT Group does one thing: offshore structuring and international advisory for mobile entrepreneurs and HNWIs. We do not offer audit, litigation, financial planning or domestic tax advice. Every referral we receive stays a referral — we will never attempt to absorb your client relationship.
Written deliverables you can stand behind
Every engagement produces a formal written memorandum, a structure diagram and a phased implementation plan. Your client has a document they can share with their accountant, lawyer and banker. Your referral results in something concrete — not a conversation with no paper trail.
Structures that are defensible under scrutiny
We design every structure to withstand CRS, FATCA, BEPS and local tax authority review. Substance requirements, beneficial ownership registers and economic nexus are built in from the start — not bolted on after. Your professional reputation is not at risk from our work.
Formal referral arrangements, case by case
We offer documented referral fee arrangements to registered professional introducers. Fees are competitive, agreed in writing before any engagement closes, and paid promptly on receipt of client funds. Nothing informal, nothing vague.
Become an Introducing Business
Apply to become an IB
Complete the form below and a senior director will respond within 2 business days with a formal introducer arrangement proposal.
How It Works
What our partner programme looks like.
We keep the arrangement simple, transparent and professional. No vague handshake agreements — everything is documented and agreed before any referral is made.
Referral Fees
We pay competitive referral fees on every engagement that converts from a partner introduction. Fees are discussed and agreed on a case-by-case basis, documented in a formal introducer agreement, and paid within 14 days of client payment clearing.
Exclusivity Arrangements
For partners who refer consistently within a defined sector or geography, we offer exclusivity arrangements — meaning we will not independently market to your client base. These are agreed annually and reviewed by mutual consent.
Co-Marketing Opportunities
Select partners are featured in our thought leadership, co-author briefing notes for client distribution, or present alongside HPT directors at private client events. We invest in relationships that are built for the long term.
Who We've Worked With
Professional introducers across all disciplines.
Our partner network spans the full range of professional advisory. We do not publish client or firm names, but the types of organisations we have worked with include:
Tier-2 UK Accountancy Firms
Mid-market practices with owner-managed business and HNWI client books who need a trusted offshore referral partner.
Swiss Private Banking Introducers
Independent introducers and relationship managers operating within the Swiss and Liechtenstein wealth management ecosystem.
UK Commercial Law Solicitors
Solicitors advising on cross-border transactions, corporate restructuring and international estate planning who encounter offshore structuring needs.
Family Office Advisors
Single and multi-family office professionals overseeing complex international wealth structures for ultra-high-net-worth principals.
Ready to Talk?
If your clients are moving internationally, we should be on your list.
Fill in the form above or email us directly. A senior director will respond personally — no sales team, no holding pattern.
Enquire about partnering →