Unified task map
Determining the content of the block "Unified task map": we record the initial data, applicability criteria, external procedures and connections with other parts of the problem.
Meridian Private Advisory Service
Family Office Light
We create a single point of coordination for personal status, banks, assets, documents and specialists in different countries.
Diagnostics
Scenarios
Risk check
Implementation
Escort
Scope of work
Scope of work according to your request
We fix the goal and restrictions, check the applicability of solutions and take into account their impact on personal status, taxes, banks, business and assets.
Coordination of consultants
In the direction "Coordination of consultants" We distribute documents, responsibilities, milestone dates and dependencies between project participants.
Control of deadlines and documents
For the block "Control of deadlines and documents" We record the composition of assets, owner rights, control mechanisms and scenarios for further transfer.
Result
Practical outcome
The composition of the result depends on the initial situation, but always includes a practical procedure and areas of responsibility.
One responsible circuit
"One responsible circuit" provides unified task control, up-to-date information and a clear next step.
Regular status by task
"Regular status by task" provides unified task control, up-to-date information and a clear next step.
Long-term support
"Long-term support” means managing communication, deadlines and the work of specialized specialists until the agreed stage.
How the engagement begins
A brief initial context is enough
The first step does not require sensitive documents. It is enough to describe the goal, the current situation, countries of interest and the desired time frame.
- Closed conversation
We clarify the task, participants, deadlines and restrictions.
- Preliminary architecture
We identify scenarios, risks and specialists who will need to be involved.
- Implementation plan
We record the stages, documents, responsibilities and the next practical step.
Confidential enquiry
Discuss your situation
Describe the general context without sensitive data. We come back with clarifying questions and suggest the next step.
Return to all services