Professional Contact Protocol

Dear Mr./Ms. [Surname],

I am contacting you as part of a current process of analysis and selection of specialised legal counsel in the field of high-level wealth planning and asset protection.

At this initial stage, my objective is to hold a brief remote meeting (videoconference) in order to exchange first impressions and to raise several general questions that may help me better understand your professional approach, experience and methodology within this area of practice.

From the outset, I would like to clarify two important aspects of this initial contact:

• I am not seeking an informal telephone conversation, but rather a short yet structured meeting.
• During this first meeting I will not discuss the specific details of my assets or any financial figures; the conversation would remain at a conceptual and methodological level.

If, after this first exchange, both parties consider that there may be a suitable professional alignment, there will naturally be an opportunity to explore the matter further at a later stage with a greater level of detail.

I would appreciate it if you could let me know whether this approach seems appropriate to you and, if so, your availability for a remote meeting in the coming days.

I look forward to hearing from you.