What to expect when you get in touch
When you contact Heritage Bureau, your message goes directly to the adviser team — not to an intake coordinator or a CRM queue. Within one business day, a senior adviser will respond to acknowledge your enquiry and ask a few structured questions about your situation. If it looks like a fit, we will schedule a confidential initial consultation of approximately sixty minutes, either in person at our Trenčín office or via a secure video call. That first conversation is exploratory: we learn about your current holdings and your primary concerns; you assess our methodology and decide whether to proceed to a formal diagnostic. There is no fee for the initial consultation and no obligation to continue. We ask only that you come prepared to share a broad outline of your asset picture — specific numbers are not required at that stage, but a general sense of scale and structure helps us give you a useful first assessment.