One relationship. Clear responsibilities.
A disciplined process for coordinating assets, advisers, information, decisions, and third-party specialists.
Confirm whether the matter fits AAP’s scope and identify the authorized parties.
Document compensation, conflicts, role boundaries, privacy, and third-party relationships.
Build a work plan, information register, responsibilities matrix, and decision sequence.
Organize independent specialists and maintain progress, records, and dependencies.
Document completion, unresolved items, retention obligations, and ongoing oversight.
Compensation
Engagements may use fixed project fees, defined retainers, or other written fee arrangements. Where AAP may receive referral compensation from a lender or service provider, that relationship and compensation will be disclosed before an introduction is made.
Conflicts
AAP identifies material conflicts known at the start of an engagement and updates the client when a new conflict arises. The client may decline a third-party introduction or request an alternative provider.