How a partnership has to work
Both sides have a named job, on paper, that is legal where the work happens. We never list a partner’s license as our own. We never list ours as theirs.
Financial Institutions
Banks, brokers, custodians, and other licensed firms that want a named person on the client side of a file.
Securities-Related Service Providers
Clearing, settlement, and transaction shops that need client-side follow-up they can rely on.
Customs & Logistics Partners
Licensed customs brokers, forwarders, and logistics firms covering lanes or countries we do not cover ourselves.
Corporate Advisory Partners
Law, tax, valuation, and diligence practices that want a referral relationship with a written split of work.
Institutional Relationships
Larger institutions that need a mandate, a reporting line, and no confusion about who holds which license.
Every partnership is a written agreement. We read proposals one at a time. There is no portal and no volume target.
Send a proposal
Say who you are, what you are licensed to do, and where. Proposals we can check get read first.
Prefer to talk before you write a proposal?
Describe the work, the timeline, and who else is already involved. We will tell you whether we can help, and how.