What's in the quarterly review call
Cover and Standing clients get a sit-down with the team every quarter. Here's what it covers.
Forty-five minutes, video, by appointment.
Once a quarter we sit down with you over video for about forty-five minutes. We walk through what changed in the public record on you over the past three months, what we caught, what we cleaned, what's still outstanding, and what we'd suggest looking at next.
What we ask you.
Anything change on your end? New residences, new entities, new family clients, new institutions, new travel patterns. The watch list is only as good as the inputs. The quarterly call is when we update the inputs.
What you ask us.
Anything you want. Clients tend to ask about specific events. Was that bank circular relevant to me. Was that exchange thing concerning. Did you see what happened to my friend's family office. We answer plainly, on the record.