A private first conversation
A private continuity conversation
Share the decision you face and why it matters now.
Private request form
Your request
Written enquiries receive a response within one business day. A covering partner responds when Sandeep is unavailable. The preliminary conversation is complimentary. It establishes the decision approaching, who needs to be involved and which next step, if any, fits. Detailed analysis begins only under an agreed scope.
After the request
What happens next
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.
- 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
10th Main Road, 4th Block, Jayanagar,
Bengaluru 560011
Karnataka, India
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 is enough for the first conversation. If documents are needed later, ask for a written request stating what to send, why it is needed, who will receive it and how to send it. If any instruction is unclear, pause and contact the practice through the number or email address you already use.
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.
