Zurich · Cross-border mandates · Private & institutional clients EN DE

How we work

The recovery process, step by step

Every mandate follows a structured five-step sequence designed to preserve options, control cost exposure, and keep you informed at every junction. Below is what to expect at each stage.

1

Consult

Free 30-minute orientation call, candid direction, no obligation.

2

Preserve

Lock down evidence in the first 14 days, before it disappears.

3

Strategy

Written memo mapping civil, criminal, regulatory, and chargeback tracks.

4

Execute

Filings, freezing applications, regulator complaints, chargebacks, in sequence.

5

Resolve

Judgment, settlement, or remission. Clean accounting and closing memo.

Step 1, Schedule a consultation (30 minutes)

The first call is informational, not advisory. We listen, ask focused questions about the counterparty, the timeline, and the payment flows, and then tell you candidly whether a recovery effort makes sense, and if so, in which jurisdictions and via which instruments. There is no charge for this orientation, and you are under no obligation to continue.

What to bring: a brief written outline (one to two paragraphs); the broker / counterparty name; rough timeline of payments; whether funds went via bank, card, or crypto; whether any withdrawal has been attempted and denied.

Conflict check: we run a conflicts screen against names you provide before scheduling the call. If a conflict exists we tell you and, where appropriate, signpost alternatives.

Step 2, Evidence preservation (first 14 days)

Once you have engaged us, the first two weeks centre on locking down the factual record before it deteriorates. Brokers close accounts; chats are deleted; wallets are emptied. Speed compounds.

We deploy a structured intake checklist, you complete sections as we receive them, covering:

Where crypto is involved, we begin blockchain tracing in parallel, even before strategy is finalised, because funds frequently move within hours of the first hint of inquiry.

Step 3, Strategy & route selection

We map every plausible recovery route against the realistic value of the claim, your timeline, and your cost tolerance. The output is a written strategy memo covering, where relevant:

The memo includes sequenced milestones, capped phase budgets, and an honest assessment of probability. If the recommended route is "do nothing further," we will tell you that, though it is rare.

Step 4, Recovery execution

Filings, freezing applications, regulator letters, chargebacks, and tracing run in parallel where they help, and in sequence where parallel action would conflict. A single partner remains accountable for the file end-to-end; an associate or senior associate handles execution under supervision.

You receive monthly written status updates and, in active matters, weekly informal briefings. Fee billing is tied to the capped phases agreed in step 3, you are never surprised by an invoice.

Common parallel-execution patterns

Step 5, Resolution & closure

Whether by judgment, settlement, or remission-programme disbursement, every mandate closes the same way: a clear accounting of what was recovered, what was spent, and what (if anything) remains. You receive a closing memo summarising the outcome and, where useful, guidance on preventing recurrence (counterparty due diligence, payment-trail hygiene, regulatory landscape changes).

Files are retained per Swiss professional rules; you may request return or destruction at the end of the statutory retention period.


What we will not do

We do not promise outcomes. We do not "guarantee recovery." We do not work with "recovery agents" who solicit retrospectively, that pattern is itself a common follow-on scam. We do not request payment for "tax," "release fees," or "verification" — no legitimate counterparty does.

If anyone has contacted you claiming the firm's name and asking for fees in such terms, please tell us, and do not pay.

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