First orientation
A short confidential conversation to understand the nature of the matter and determine whether Investments@Work can add value.
ContactA first conversation.
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A first conversation.
Directly.
For a first conversation or consultation about family, investment, business or private matters, please contact Michael Pullens by phone or email. The appropriate route and level of confidentiality can then be agreed.
Route and specialists
If the matter fits, the next step is to define the route and identify which legal, fiscal, financial or operational specialists are required.
Engagement
Scope, role, confidentiality and responsibilities are agreed before any substantive work begins.
LinkedIn
Articles and professional background on value management and family office management.
LinkedIn profile ↗Please do not send highly confidential documents by ordinary email before a suitable communication channel has been agreed.