This document outlines a structured yet flexible script for introductory calls with regulated fiduciary providers, trustees, or corporate protectors. It is designed to support a calm, compliant and low-friction first interaction.
“Thank you for taking the time today. This call is purely introductory and exploratory. There is no immediate mandate or transaction under consideration.”
“I am speaking on behalf of a private European family exploring long-term governance and fiduciary oversight options.
The objective at this stage is simply to understand your firm’s approach, scope of services and any initial criteria you apply to fiduciary or protector roles.”
“The family operates fully within applicable tax, reporting and transparency frameworks, and any future step would follow your standard onboarding and compliance procedures.”
“Perhaps you could briefly outline:
“Thank you, this has been very helpful. Based on this discussion, would it make sense to continue the conversation at a later stage, or should we consider this purely informational?”