FOR FAMILY OFFICES & EXECUTIVE ASSISTANTS

Prepare a recommendation your principal can evaluate.

Organise research for a residence, family move or property decision. Start with your own contact details and define the work before sharing the principal’s information.

Before you build a shortlist

Who approves decisions, and what can the representative decide?
Which requirements are confirmed and which need a specialist?
What are the government, professional and recurring costs?
Which steps need attendance and who owns each task?
What information may be shared with each proposed provider?

The initial research stage does not require the principal’s name, exact net worth or identity documents.

A shareable briefing

Write down the task and download a copy for yourself or your team. This tool does not send the contents to the desk or retain them after the page is reloaded.

Task and desired outcome

Destination or city shortlist

Timing and important milestones

Task budget and undecided items

Family requirements and open questions