Trusted advisers in a private London setting

Partner & supplier application

Earn the recommendation, not access to the list.

Montvelle sources specialists in response to individual member needs. We are building the standard against which firms are considered: an understanding of complex families, genuine collaboration with other advisers, and a willingness to be judged on the usefulness of the work. Applying does not imply approval, and there is no list for members to browse.

What we screen for

Expertise

Is the firm demonstrably excellent in a category members genuinely need?

References

Can relevant clients or professional peers speak to service quality, judgement and integrity?

Collaboration

Can the firm work well alongside other advisers without trying to own the entire client relationship?

Responsiveness

Does the service standard match the urgency and discretion expected by globally mobile families?

Conflicts & disclosure

Are commercial incentives, referral arrangements, regulatory status and conflicts clear enough for a member to make an informed choice?

Culture

Will the firm respect the no-solicitation firewall and earn trust through useful work rather than access-seeking?

A separate door

Trusted Partner approval means the firm has earned consideration for relevant briefs. It does not create a member seat, private-directory access or a right to enter confidential Tables.

Contact name

Firm / organisation

Website

Primary expertise

Jurisdictions / locations served

Regulatory / professional status

Relevant family / founder experience

Why would members genuinely need you?

What useful member benefit could you offer?

Conflicts, referral fees or commercial arrangements

Two references

Two people who can speak for you.

Two references are part of how a firm becomes trusted here. Please give us two people who have worked with you closely enough to speak candidly — ideally one client-side and one professional peer. We approach them discreetly, once, and only in connection with this application.

Reference 1

Full name

Organisation and role

Phone (optional)

How do they know your work?

Reference 2

Full name

Organisation and role

Phone (optional)

How do they know your work?

I have their permission to share these details, and Montvelle may contact them for assurance and screening purposes.

Reference details are held only for admission review. They never appear in any directory and are not shared with members or partners.

I have the authority and permission of both referees to provide their details, and I understand Montvelle may contact them discreetly for assurance in connection with this application.I understand that personal data in this application, including the referees’ details, is handled in accordance with the Privacy Notice, and that the Supplier & Partner Agreement is the set of terms that would apply if this firm is approved and activated. Submitting this application does not create a contract, an assignment or any right of access to members.

Approval is based on relevance and standards. Payment does not purchase membership or member contact data.