A confidential referral programme for trusted advisors.
HPT Group operates a discreet referral programme for private bankers, family office principals, M&A counsel and wealth advisors whose clients occasionally require offshore structuring beyond the advisor's own scope. The programme is designed to preserve the integrity of the underlying client relationship.
Your client wants a Cayman SPV before next quarter. We co-deliver, you stay the relationship owner.
You see the tax move; we execute the structuring. White-labelled introduction or formal sub-engagement.
Pre-sale structuring on your timeline. We run alongside your transaction team without conflicting with your retainer.
Estate planning has international tendrils; we handle the cross-border legs cleanly.
Banking, licensing or sub-advisory work outside your jurisdiction. Quiet, written, on your letterhead if you prefer.
Multi-jurisdictional structuring for your top 10%. We never compete on AUM.
Three options. You choose.
Direct referral
Send your client to us. We engage them directly. You receive thanks and a clean handover. No fee-share — by design, to keep the introduction integrity-pure.
Co-engagement
We engage alongside you on a defined sub-scope. Your client signs both engagement letters. We invoice separately to your fee, never duplicating.
White-label
Used when the partner firm prefers a single client interface. We deliver, you brand. Pricing agreed up-front and disclosed to the client per regulatory rules.
What partners can expect from HPT.
- Director-level communication from kick-off to close
- Written deliverables on every shared engagement
- Confidentiality maintained both ways — partner files are partner files
- No solicitation of your client outside the matter you referred
- Quarterly review of the partner relationship with a named principal
Apply to become a partner.
This is for firms — law firms, tax practices, banks, trustees, wealth managers and family offices — not individual clients. If you're looking for advice for yourself, become a client instead. A principal director reviews every application and replies within 48 business hours.
- 01Director review of your firm within 48 business hours.
- 02Introductory call and mutual NDA on request.
- 03Agree the engagement model that fits — referral, co-engagement or white-label.
- 04A named principal owns the partner relationship, reviewed quarterly.
Ready to discuss a partner relationship?
A 30-minute call with a principal director. Mutual NDA available, and your client stays your client.