Illustrative Situations
The following situations illustrate the kinds of circumstances in which DGF Private Office may be approached. They are not client histories, completed mandates or representations of work already performed.
Three illustrative situations
I
A family residence held across several generations may require preparation for transfer without losing its role as a place of gathering. The presenting question may be a sale, while the underlying question concerns what should continue and what kind of future owner would be capable of carrying it.
II
A privately held family enterprise approaching succession may require its owners, existing counsel, banks and family principals to work from one coherent understanding. Where the matter concerns family continuity rather than institutional corporate finance, the House may establish the continuity position and coordinate the appropriate professional responsibilities.
III
A private library, archive or collection may carry intellectual, historical or family meaning that would be lost through indiscriminate dispersal. The House may be approached to determine what should remain together, what may pass separately and which specialists should be appointed.
Where an accepted mandate requires controlled disclosure, approved material is made available only to qualified recipients through the relevant Reading Room.
When to approach the House
If one of these describes the situation, a private introduction is the appropriate first step. If none does, the House is probably not the right recipient — and will say so.