About
How a brief runs.
Every charter, sale or owner-services engagement runs through the same operational sequence. This is what to expect: from first message to disembarkation, in five stages.
The sequence
Five stages, end to end.
Stage 01
First conversation.
A short call or message: dates, party, programme outline, budget posture. Typically fifteen to thirty minutes. Sometimes a single message exchange. The output is a shared sense of what the brief actually is.
Stage 02
The shortlist.
Three to five yachts (charter) or three to five candidate yachts (acquisition) returned in writing within the hour. Each entry carries current rates or POA framing, crew references, and routing or programme notes.
Stage 03
Refinement and contracting.
The shortlist narrows through one or two structured conversations. Contracting follows once the principal commits: single advisor handles the paperwork, deposits and any third-party coordination.
Stage 04
Operational set-up.
For charter: APA settlement, harbour booking, route confirmation, guest-side logistics. For sale: survey scheduling, registration, family-office coordination. For owner services: scope agreement and management firm onboarding.
Stage 05
On-the-day and post.
The advisor remains on call from embarkation to disembarkation (charter) or from contract to closing (sale) or across the operating year (owner services). Post-engagement: a written debrief, payments reconciled, the relationship documented for the next brief.
Lead times
How early to brief.
Charter
Twelve months for peak weeks. Six months for shoulder weeks. Inside 30 days possible for off-peak and day formats.
Sale
Three to twelve months from brief to closing, depending on whether the yacht is in the listed market or off-market.
Owner services
Engagement begins on owner instruction. The setup typically takes 60 to 90 days; the ongoing relationship runs across years.
Your part
What we need from you.
The first conversation is short, and the brief sharpens through it. A handful of specifics from the principal is enough for the advisor to return a meaningful shortlist.
- Dates and party size, even approximate
- Programme outline: where, how long, what kind of week or transaction
- The contact channel that works for you: WhatsApp, email, phone
- The decision structure (yourself, family office, EA, advisor) so we route appropriately
Our part
What you can expect.
The conventions below apply across charter, sale and owner-services briefs. They describe the operational posture of the firm: the standards the advisor works to, brief by brief.
- First response within the hour, often sooner
- Single advisor for the full engagement
- Written shortlists and quotations: not verbal-only
- Itemised costs, disclosed structures, no commission surprises
- Continuity beyond the single brief: the relationship is the asset
Plan
Start the conversation.
A private advisor returns a short, considered reply within the hour.