Wealth & relationships
PPLI specialist coordination
We support preliminary discussions on PPLI structures and the organisation of supporting information. Design, suitability and insurance coverage are assessed with authorised insurers and professionals.
Who this is for
Clients seeking an initial, organised discussion with qualified insurance and planning specialists.
What the work includes
- Review of objectives and jurisdictions
- Specialist adviser coordination
- Preparation of assessment materials
Typical advisory outputs
What the work produces
A preliminary objectives brief and an organised set of questions for specialist assessment.
The mandate confirms which outputs are required, who is responsible and the agreed timetable.
What to bring to the first discussion
The planning objective, relevant jurisdictions and existing professional advisers.
Start with a concise overview. We then identify the information and specialist input needed for the next stage.
How the engagement is defined
Scope, responsibilities, fees and next steps are agreed before work begins. Thaddeus undertakes its advisory and coordination duties; appointed providers deliver their specialist services under their own agreements.
Our role and responsibilities