Services
Serious advice begins with a clearly defined scope.
BSL Private Advisory provides strategic private-client advisory, non-reserved legal consultancy and coordination across trust, commercial and international banking relationships.
01
Private client strategic advisory
Senior-level support for matters involving multiple jurisdictions, institutions, advisers or ownership interests.
- Cross-border issue and stakeholder mapping
- Priorities, options and next-step planning
- Coordination across the client’s professional relationships
02
Legal and strategic advisory
Legal insight on private-client and cross-border matters, limited to non-reserved legal activities and an expressly agreed scope.
- Issue identification and practical legal context
- Cross-border legal and commercial perspective
- Coordination with instructed solicitors, counsel and local advisers
03
Trust and fiduciary coordination
STEP-informed support for clients, families and advisers navigating trust relationships and fiduciary responsibilities.
- Trust and fiduciary context review
- Coordination with trustees and specialist trust advisers
- Perspective informed by trust-management and AML training
04
International private banking introductions
Considered introductions to banking institutions, framed around the client’s circumstances rather than a product-led recommendation.
- Banking needs and jurisdiction review
- Introduction preparation and relationship coordination
- Account-opening process and communication support
05
AML and onboarding readiness
Practical preparation for the information and due-diligence expectations of banks, trustees and professional service providers.
- Source-of-wealth and background information planning
- Document-readiness and process coordination
- Clear liaison with compliance and relationship teams
06
Entrepreneur and holding-company perspective
Advisory support informed by direct experience of international investment and holding-company governance.
- Personal and commercial context alignment
- Cross-border ownership and governance coordination
- Liaison with the client’s corporate, tax and legal advisers