A private first conversation

Request a Private Continuity Conversation

A discreet conversation to understand the decision you face, why it matters now and whether a structured continuity review would help.

Go to the private request form For Professional Introducers

Private request form

Your request

Briefly describe the concern, why it matters now and which advisers are involved. Please omit other family members’ names, account details and documents.

Fees and implementation: Diagnosis and architecture fees are paid to Continuity Charter Partners LLP. Later product work is separately scoped and may involve provider-paid commissions; specialist fees may also apply. How the practice is paid.

Please do not submit sensitive documents through this form. Share only enough high-level context to assess whether a first conversation may be relevant. A secure sharing method will be agreed separately if documents are later required.

Fields marked required must be completed.

Full name (required)

Email address (required)

Telephone or WhatsApp number (optional)

You are approaching as (required)

Request a Private Continuity Conversation

Discuss a Professional Introduction

Discuss a Speaking or Media Enquiry

How were you introduced to the practice? (optional)

Brief context (required)

Preferred mode of conversation

TelephoneVideo callEmailIn-person meeting

I understand that this is a preliminary request for a private conversation, that sensitive documents should not be sent at this stage, and that formal confidentiality and engagement terms are established separately where applicable. Please review the Privacy Policy.

Formal confidentiality, engagement scope, fee, intended recipients and document-sharing process are established separately before any structured mandate begins.

After the request

What happens next

The request is reviewed. Written requests receive a response within one business day.
A preliminary conversation is arranged where appropriate. The broad concern and suitable starting point are clarified.
Any engagement is separately defined. Scope, fee, timing, information, outputs and professional responsibilities are agreed before work begins.

No engagement, implementation, instrument, provider or change of adviser is presumed.

Office and contact

Office 3rd Floor, Vasavi Classic Building, 770,
10th Main Road, 4th Block, Jayanagar,
Bengaluru 560011
Karnataka, India

Phone +91 97436 83444 (by appointment)

Email sandeep@sandeepnsetty.com

Establishing relevance

When a conversation may help

The family need not be facing an immediate succession event.

A conversation may be relevant when

authority, information or access remains concentrated with the founder;
usable liquidity, ownership benefit or operating responsibility has not been tested through transition;
family intentions, documents and professional workstreams may not point the same way;
a transfer, restructuring, settlement, retirement or other material family decision is approaching.

The appropriate next step may be

The Family Continuity Diagnostic where connected questions remain unresolved
A focused Continuity Capital Review where a defined capital or dependable-income obligation is already clear
No immediate engagement

Information discipline

What Not to Send Initially

Do not submit identity documents, account-access information, financial or tax records, bank or investment statements, wills, trusts, contracts or detailed allegations about family disputes.

A short description of the broad situation is sufficient. If more is required, the purpose and secure sharing method will be agreed separately.

Professional boundaries

For Professional Introducers

A Chartered Accountant, lawyer, banker, trustee, investment professional or other trusted adviser may first discuss the broad circumstances without identifying the family.

Discuss a Professional Introduction →

Existing clients may also contact the practice through their established communication channel.