Professional Service Referrals

Members frequently request the names of professional service providers, such as Tax Accountants/Lawyers, Estate Planning Lawyers and/or Immigration Lawyers with solid international expertise.  While The 1818 Society will not ‘recommend’ providers, we feel it is useful to develop a list of providers based on names put forward by members. 

To ensure impartiality, excellence in service, as well as cost effectiveness, we are inviting members with positive experience with a provider to put forward by email 1society@worldbank.org that provider’s name and contact information. Providers will be added to the list if two members propose them. We also ask that those members be willing to accept occasional calls from members regarding the provider. Providers on this list will be invited to participate in seminars presented by The 1818 Society. Copies of the list will also be available in the 1818 office. 

The provider will be contacted and requested to provide some basic information, such as professional certifications, States where licensed, areas of specialization, number of employees and fee structure (the latter will be optional).

Any member who needs these services can then look through the entries, the firm’s fee structure (if available), talk to references, and decide whom to approach.  Fee information would be optional, but if members consistently prefer  professionals who indicate their fee structure and have good references, less forthcoming service providers may also choose to respond to what the market demands. 

We will see how this system works and then reshape the system when/if needed.  For instance, consideration may be given to having providers meet members in the 1818 office.

(Updated: 5/2/2012)