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DH®PRIVATEDISCUS HOLDINGS

DH PRIVATE / PARTNER PROGRAMME

Your relationship.
Our expertise.
Their next chapter.

Your clients are thinking internationally. Give them a specialist migration team — without becoming one.

You introduce. We coordinate the case. You remain the trusted relationship.

Lake and mountain landscape
A broader horizon for your clients
THE RELATIONSHIP STAYS WITH YOU
YouDHClient

One introduction. A coordinated next step.

2007Group founded

Migration advice. Corporate services. Private tax planning.

DHDiscus Holdings / Private

01 / YOUR PRACTICE

A partnership that fits
the way you advise.

Choose your professional context. The relationship model — and its boundaries — should fit your work.

Wealth & family office

A wider perspective. One trusted relationship.

When international residence becomes part of a family’s plans, bring in a specialist team without taking on the immigration process yourself. Any regulated investment activity is reviewed separately.

Discuss this relationship

02 / RECOGNISE THE MOMENT

You hear the question.
We help find the route.

01

A second citizenship

02

A family base in Europe

03

International business & banking questions

04

Property linked to a residence plan

05

Residence and tax-planning coordination

06

Citizenship now, European residence later

Residence, citizenship, banking access and tax residence are different matters. Each needs its own review; no automatic outcomes are implied.

03 / ONE CONNECTED PROCESS

You open the door.
We take it from there.

01
/ 04

YOUUnderstand the objective

DH PRIVATEHelp frame the right questions

01

Start with a client need.

A second citizenship, a European base or a family move. You do not need to prescribe a programme.

02

Make a considered introduction.

Use your personal questionnaire link or arrange a private introduction with the client’s permission.

03

We lead the migration process.

Advice, documentation, submission and follow-through under the agreed engagement. Government decisions remain outside anyone’s guarantee.

04

Stay connected. Know the terms.

Agree responsibilities and eligible compensation in writing. Your client relationship stays yours; the next step is always a human conversation.

04 / CLEAR FROM THE START

Trust is the asset.
Protect it.

Written terms. Private access.

Eligible referral fees are agreed from our professional fees, not as a percentage of client investment. Programme-specific amounts are available only to approved partners after sign in.

Partner access

No promises we cannot make.

No guaranteed visa, passport, residence or investment return. No cash referral fees for lawyers. No securities-related referral compensation for unregistered partners. Off-market details stay private and subject to NDA.

05 / A HUMAN NEXT STEP

Let’s meet.
Start with 15 minutes.

Tell us about your practice and the questions your clients bring. We will discuss fit, responsibilities and the appropriate next step.

STB
Siman Tov BaazovDiscus Holdings · DH Privatesiman@dhprivate.com+1 (305) 724-3337

Your context: Wealth & family office

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