◆Initial Call — 20 Minutes
A brief introductory call with a senior advisor to understand your situation in outline. No preparation required. We will ask about your current asset base, your primary concerns, and your timeline — and we will answer any questions you have about how we work and what we charge.
◆Risk Mapping Session — 90 Minutes
A structured session, either in Martin or via video call, during which we map your existing positions, identify concentration risks and uninsured exposures, and explain where a preservation architecture could add measurable value. You will receive a written summary of findings within five working days.
◆Preservation Architecture Proposal
If you decide to proceed, we prepare a full Preservation Architecture document within 15 working days. This document is reviewed together in a final session before any mandate is signed. All fees, instruments, and conditions are stated explicitly — nothing is left to verbal assurance.