Identify the service recipient
Clarify whether the booking covers one principal, a couple or a family group staying together. If participants plan separate appointments, mention that early. The number of people travelling in a limousine is not a reliable substitute for the number of people requiring individual accompaniment during the day. An adult contact should be available for decisions affecting the family group, even when the main principal is occupied in a private advisory meeting.
Keep financial information private
Provide meeting addresses and authorised contacts rather than portfolio details, account references or personal financial documents. A protection professional needs a workable schedule and agreed duties. Banking and legal advisers should manage their own confidentiality processes independently from the transport and accompaniment arrangements. If an adviser needs to verify identity or discuss an account, keep that exchange within the adviser’s own process rather than routing it through operational staff.
Coordinate household preferences
Language, accessibility, children’s needs and the preferred style of interaction may all affect the visit. Describe those practical preferences respectfully and in proportion to the assignment. A discreet service should still have a clear contact person who can approve changes and communicate any important welfare requirement. Confirm whether a requested language is available for the actual assignment, and arrange a qualified interpreter separately if the visit requires specialist financial or legal interpretation.
Agree the final handover
Confirm who receives the principal at the final destination and when the service ends. If a family member continues elsewhere, decide whether that is part of the same scope or a separate request. Document additional hours and any vehicle requirement rather than leaving the end of the day undefined. If the family stays in Zurich for several days, treat each day’s agreed service period explicitly rather than assuming the first booking creates continuous availability.