Confidential channel for Zurich private-client lawyers, tax advisors, trust officers, single family offices, and multi-family offices whose international principals need US-facing commercial architecture. Revenue-neutral. Commission-free. The fiduciary remains counsel of record. Channel introductions route through partnerships@globalmarketing.agency.
A Zurich fiduciary, whether private-client lawyer, tax advisor, trust officer, single family office, or multi-family office, holds a principal relationship that has reached a point where the US-facing commercial work has to be built. A portfolio company is launching in the United States. A US co-investment vehicle is being deployed. A family-held operating entity needs US commercial materials to carry weight with American buyers, US intermediaries, or US allocators. The fiduciary is not positioned to deliver the marketing architecture, and the principal is exposed.
The channel exists because the alternative, a US agency approaching the principal directly, breaks the fiduciary relationship and introduces a commission mechanic that US operators filter out on first contact. The firm delivers the US-facing work inside the structure the fiduciary already manages. The fiduciary retains the relationship. No referral fee changes hands. No revenue share. No trail. The absence of a commission mechanic is the point.
US operators and US intermediaries read fiduciary-introduced work through a specific filter: if the introducing party stands to earn on the engagement, credibility softens before the first meeting. A revenue-neutral channel removes the filter. The fiduciary's introduction carries the weight of counsel, not the weight of a commercial referral, and the principal arrives at the US-facing work on the same footing as a direct client.
The US operator is not asking who introduced the principal. They are asking whether the introduction has money on it. Revenue-neutral answers the question before it is spoken. House view on the fiduciary channel
The fiduciary's standing is the asset. Revenue-neutral, confidential, and principal-relationship-preserving is how the channel protects it.
Six to ten weeks. Single US category or single portfolio company. The firm rebuilds positioning, pricing posture, messaging, and trust architecture for the American buyer or US intermediary, then launches it into market.
See the Sprint →Three to six months. Multi-channel US rebuild and run. Paid, owned, earned, conversion architecture, and sales enablement. Typical shape for fiduciary-introduced principals committed to US scale.
See the Build →Monthly retainer, twelve-month minimum. Ongoing rebuild-and-run across multiple US surfaces. Common shape for family-office-held portfolios with several US-facing brands or operating entities in play.
See the Partnership →No legal services. No Swiss company formation, trust formation, or foundation setup. No US entity formation. No FINMA licensing. No EB-5, E-2, L-1, or O-1 visa work. No US tax structuring, FATCA analysis, CRS analysis, or double-tax-treaty review. No US banking introductions. No fiduciary services. No regulatory licensing. No IP filing. No contract drafting. No structural or estate-planning advisory.
Those belong with the Zurich fiduciary who introduced the principal, and with US counsel on the American side. The firm works inside the parameters they set. When a marketing decision carries legal, tax, fiduciary, or structural implications, the firm flags it to the fiduciary and defers before execution.
No. The firm does not pay referral commissions, revenue shares, or trail compensation to Zurich private-client lawyers, tax advisors, trust officers, or family offices who introduce principals. Introductions are revenue-neutral by design. The fiduciary retains the principal relationship. The firm delivers the US-facing work inside the structure the fiduciary already manages. The absence of a commission mechanic is intentional: it removes the conflict of interest that US operators filter out when they encounter fiduciary-introduced work. Fiduciary introductions route through partnerships@globalmarketing.agency.
Confidentiality is absolute. The fiduciary's identity, the principal's identity, the structure, and the commercial scope of the introduction are not disclosed outside the engagement. No case study carries a fiduciary's name without explicit written consent. No published material references the originating introduction. The firm does not list fiduciary referrers on its site, in collateral, or in any credentials document. Zurich fiduciary culture expects this posture and the firm matches it.
The fiduciary remains counsel of record to the principal throughout the engagement. The firm does not attempt to become counsel, does not solicit legal or tax work, and does not enter the fiduciary's remit. The firm's scope is US-facing marketing architecture only. When a marketing decision carries legal, tax, or structural implications, the firm defers to the fiduciary before execution. The engagement ends when the US-facing work is complete. The principal-to-fiduciary relationship continues unchanged.
Yes. The channel is used regularly by Zurich fiduciaries whose principals operate through Swiss, Liechtenstein, and Luxembourg structures holding US-bound operating entities or US co-investment vehicles. The firm designs the US-facing commercial architecture on the operating-company side. The holding, fiduciary, and structural work remains with the principal's existing counsel. The cross-border span is a reason the channel exists, not an obstacle to it.
Through a confidential inquiry to partnerships@globalmarketing.agency. A short discovery conversation follows between the principal and the firm, attended by the fiduciary if appropriate. If there is fit, the firm scopes the US-facing engagement and the fiduciary remains counsel of record. No commission is paid at any stage. Fit and pricing are confirmed in discovery, not published.
The wider Zurich entry gate for family offices, fiduciaries, and medtech, biotech, and engineering-commercial principals moving into the United States.
See the Zurich gate →Holding-brand versus operating-brand architecture for Zurich single and multi-family offices with US co-investment, US portfolio-company rollouts, or direct US platform-building.
See family offices in Zurich →The main fiduciary channel page. Revenue-neutral introductions across Zurich, Vaduz, Luxembourg, London, Dubai, Singapore, and Hong Kong.
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