Engagement begins with a conversation
Every family's situation is different. So is every engagement. What stays the same is how we set up the relationship: in writing, up front, with no proprietary products.
How we work together
We begin with an introductory conversation, agree a written mandate and organise the work around its scope and terms.
Consultation
A complimentary 60-minute meeting, held in confidence. You tell us about your family, your existing advisers, your holdings, and the questions you are trying to answer. The meeting does not include a written analysis or action plan. If the situation falls outside what we do, we will say so.
Mandate
Before work begins, we agree a written mandate covering the work, expected outputs, timetable and fees. It also sets out our responsibilities and the limits of our authority. We obtain your approval before making commitments on your behalf, unless you have expressly authorised us to do so in the mandate. Family office coordination in Romania: ownership structures, succession preparation, factual due diligence and administrative support with specialist providers.
Work and review
We organise the agreed work through a coordination plan with clear deliverables, built around your existing advisers. Ongoing engagements include quarterly check-ins, an annual reassessment and support as your circumstances change, with a dedicated point of contact among the founding partners. Terms are revisited annually or whenever a material change in your circumstances requires it.
The paid initial review
The initial review is paid work under an agreed mandate. It begins after the free consultation, once its scope and fees have been agreed.
Our initial review brings together your assets, ownership structure, income sources, existing advisers and family priorities. You receive:
- Asset and ownership overview
- What you own, how it is held and the main income sources.
- Issues for specialist review
- Questions requiring legal, tax, accounting or other input.
- Proposed action plan
- Priorities, next steps and who needs to be involved.
We agree the scope and fees with you before work begins. Fees are quoted individually according to your situation and mandate, either on a project basis or as a monthly retainer.
A bespoke fee, fully disclosed
Our fees are agreed individually for each mandate. They may include a monthly retainer, a project fee or a success fee. Depending on the agreed arrangements and applicable professional requirements, specialist fees may be invoiced directly by the specialist or included on our invoice. The specialist remains responsible for its own services.
Elian Partners may be paid for ongoing administrative support and other non-regulated work within the agreed mandate. We may also receive fees for introducing clients to non-financial service providers where the applicable professional rules permit this. Before the remunerated activity begins, we disclose in writing who pays us, the activity covered and how payment is calculated. Elian Partners does not receive referral or brokerage commissions from brokers or other regulated financial-services providers.
Families and entrepreneurs with complex financial affairs
We typically work with entrepreneurs, families, and principals whose wealth spans multiple jurisdictions, includes operating businesses or complex holdings, and requires coordination between legal, tax, banking, and investment counterparties. Our clients value independence, discretion, and a single point of accountability across their advisory relationships.
Not every family requires a full-scope engagement. Some hire us for a defined project: a cross-border restructuring, a succession framework, a due diligence report. Others work with us on a continuing basis, as the coordinating concierge across their broader advisory team. The right shape of engagement comes out of the consultation.
Common questions
Every engagement begins with a complimentary 60-minute consultation. From that conversation, we assess whether we are the right fit for your situation and, if so, propose a mandate. There is no obligation and no cost for the initial meeting. Any initial review is paid work, with its scope and fees agreed before it begins.
Our fees are agreed individually for each mandate. They may include a monthly retainer, a project fee or a success fee. Depending on the agreed arrangements and applicable professional requirements, specialist fees may be invoiced directly by the specialist or included on our invoice. The specialist remains responsible for its own services. Elian Partners may be paid for ongoing administrative support and other non-regulated work within the agreed mandate. We may also receive fees for introducing clients to non-financial service providers where the applicable professional rules permit this. Before the remunerated activity begins, we disclose in writing who pays us, the activity covered and how payment is calculated. Elian Partners does not receive referral or brokerage commissions from brokers or other regulated financial-services providers.
No. The Elian Partners mandate covers factual analysis, organisation of information and specialist coordination. Personalised investment recommendations, portfolio management and brokerage require a separate engagement with an appropriately authorised provider. A founder carrying out regulated work does so in their capacity at that entity, separately from Elian Partners.
There is no published minimum. The right engagement is determined by the complexity of your situation, not by an asset threshold. If your needs fall outside our scope, or would be better served by a different type of firm, we will tell you during the consultation.
Your initial consultation is complimentary
A 60-minute introductory meeting, no cost and no obligation. Everything discussed stays confidential.
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