Clarify the objective
Establish what the principal or family is trying to achieve before specialist solutions are compared or commissioned.
For Professional Advisers
Independent counsel alongside established advisers.
Adamas works with lawyers, trustees, private bankers, family-office executives and other specialists when a family needs coordination across the whole system, rather than another provider seeking to replace them.
When an independent perspective helps.
Professional advisers are often the first to see that a family’s difficulty no longer fits within one discipline. The legal structure may be sound while authority remains unclear. Tax, fiduciary and investment advice may each be competent while nobody is responsible for how the recommendations work together.
Adamas is most useful when a transition crosses several structures or jurisdictions, adviser mandates have become fragmented, a family office needs clearer governance, or a sensitive decision requires an independent view of the complete picture.
Explore our Strategic Advisory mandate, our approach to trusteeship and family continuity, together with the mandates Adamas undertakes and the situations in which families usually call.
A defined role
The Four Principles of Adviser Coordination.
Map authority
Make clear which decisions belong to the family, directors, trustees, executives and independently appointed advisers.
Align mandates
Connect advice, information flows, reporting duties and escalation arrangements across the professional team.
Preserve independence
Adamas does not sell financial products, manage assets or use coordination as a route to legal, tax or investment mandates.
How a referral begins.
An initial conversation may begin with the referring adviser. Its purpose is to understand the situation, the existing professional relationships and whether an independent coordinating role would add value.
If involvement is appropriate, the role, boundaries, confidentiality and lines of accountability are agreed before substantive work begins. Existing advisers remain responsible for their specialist advice and jurisdictional obligations.
Adamas can work directly for the principal or family, or alongside a family office and its appointed advisers, depending upon the mandate.
Questions from referring advisers.
Does Adamas replace existing lawyers, trustees or investment advisers?
No. Adamas works alongside existing specialist advisers and does not take over their legal, fiduciary, tax or investment responsibilities. Its role is to help the principal or family define the objective, clarify authority and coordinate advice across the wider system.
Who appoints Adamas following a professional referral?
The mandate is agreed with and issued by the principal, family, family office or other party responsible for the work. A referring adviser may make the introduction and remain involved, but does not appoint Adamas on the family’s behalf unless formally authorised to do so.
How are confidentiality and responsibilities managed between advisers?
Before substantive work begins, the parties agree scope, information-sharing arrangements, confidentiality, decision rights and lines of accountability. Each adviser remains responsible for their specialist advice and professional or jurisdictional obligations.
A confidential referral conversation
Discuss whether an independent coordinating perspective would help.
Contact AdamasResearch and evidence
Explore the evidence behind family continuity
Review current institutional and academic research on succession preparedness, NextGen readiness, governance and family continuity.
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