The Engagement

Confidential from the first contact.

Inquiry · Alignment · Engagement

Stage 01

The Inquiry & Assessment

  1. I

    The Referral Intake

    Submit a secure, confidential brief. Confirm mutual alignment before anything proceeds.

  2. II

    The Initial Consultation

    Engage in a private, complimentary 20-minute call. Pinpoint the matter and define the target outcome.

  3. III

    The Diagnostic Assessment

    Request a fixed-fee situational review of up to three hours. Map the framework before any strategic proposal.

Stage 02

The Strategic Alignment

  1. I

    The Advisory Brief

    Receive a private strategic brief. Review an approach tailored to your situation.

  2. II

    The Scope of Practice

    Define the boundaries. Set the scope, timeline, and depth of work.

  3. III

    The Practice Terms

    Finalise the investment and retainer. Secure absolute confidentiality in writing before work begins.

Stage 03

The Engagement Begins

  1. I

    A Single Matter

    Engage on one decision or situation. Focused, time-bound, and concluded upon resolution.

  2. II

    A Defined Engagement

    Deploy the Orchard Protocol over a set timeframe. Resolve a sustained pattern or major transition within a marriage or family.

  3. III

    A Standing Advisory

    Retain ongoing counsel. Keep direct access to a trusted advisor as circumstances evolve.

Once the terms are settled, work commences under one of three operational frameworks.

House of Sharmila
Relational Family Office

Every engagement begins in confidence.

Initiate a Confidential Enquiry →