Advisory Funnel.
Three tiers. Each one gated by NDA and Non-Legal Advisory Engagement. No engagement begins without an executed record.
Tier I
Structural Mapping
Identity → Trust → Holding → Operating → Asset. Diagram, narrative, and execution checklist.
- —Single-entity engagement
- —Custody-ready deliverables
- —30-day window
Tier II
Evidence Operations
Continuous intake of artifacts. AI surveillance. Monthly custody packets and ESI exports.
- —Multi-party access
- —Surveillance ≤ 12h SLA
- —Quarterly review board
Tier III
Sovereign Advisory
High-complexity matters. Direct line to the Head Trustee. Routed via the gated /family queue.
- —Application-only
- —Counsel handoff included
- —Bespoke cadence
Handoff Workflow
From application to executed engagement.
- STEP 01Intake Form
- STEP 02NDA via DocuSign
- STEP 03Triage & Tagging
- STEP 04Calendly / Handoff