A confidential referral programme for trusted advisors.
PWS Offshore 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.
- YoursClient ownership
- 48hResponse
- 6Referral desks
Six desks, one programme.
Private bankers
Your client wants a Cayman SPV before next quarter. We co-deliver, you stay the relationship owner.
Tax counsel
You see the tax move; we execute the structuring. White-labelled introduction or formal sub-engagement.
M&A advisors
Pre-sale structuring on your timeline. We run alongside your transaction team without conflicting with your retainer.
Family lawyers
Estate planning has international tendrils; we handle the cross-border legs cleanly.
Trustees & PCS firms
Banking, licensing or sub-advisory work outside your jurisdiction. Quiet, written, on your letterhead if you prefer.
Wealth managers
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.
- Senior-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 advisor reviews every application and replies within 48 business hours.
- 01
Partnerships team review of your firm within 48 business hours.
- 02
Introductory call and mutual NDA on request.
- 03
Agree the engagement model that fits — referral, co-engagement or white-label.
- 04
A named principal owns the partner relationship, reviewed quarterly.
Ready to discuss a partner relationship?
A 30-minute call with a principal advisor. Mutual NDA available, and your client stays your client.