Confidentiality, Boardroom E-4 compliance and prohibitions
Boardroom E-4 operates under rules the merch must respect: no mobile-phone use in the room during council votes, no merch that creates noise or distraction during protocol sessions, no backpacks or large bags in the room (family protocol), no POP material with third-party logos (a frequent request from family offices), no food or beverages outside the family's kitchen service. For sessions that require limited-edition merch (numbered anniversary t-shirt of the family group, book signed by the founding patriarch, paperweight marking the next-generation year), we coordinate with the family-office operations area to ensure the piece complies with security protocol, confidentiality protocol, and transmission protocol (when the session is internal and is not recorded).
For sessions with media coverage (post-council press conference, annual family-office report presentation, family-foundation launch), we comply with the family-office press protocol and disclosure protocol, with pieces carrying no third-party logos or with digital redaction when the family-office manual requires it. For sessions with internal transmission to the family-office branches in Miami or Madrid (sessions transmitted to the international investment committee), we comply with the family-office transmission protocol with pieces visible on-screen and pieces hidden from transmission. For sessions with live transmission abroad (video call with family-office members in Miami, Madrid, or Zurich), we comply with time-zone rules and ship pieces to international members two weeks in advance.
For SAT invoicing, we issue CFDI 4.0 with 16% IVA breakdown and support for deduction as corporate-governance, PR, or training expense, depending on how the merch is used. For family offices with IMMEX or US operations, we handle complementary invoicing in USD or EUR with USMCA compliance when the merch crosses the border as part of the hospitality kit. The merch is delivered with carta porte 3.0 when interstate or international transit applies, with the foreign-trade complement when applicable, and with the payment complement when the family office pays in instalments. Delivery to the patriarch's study is documented with an entry slip signed by the family-office operations lead, the patriarch or matriarch, and the protocol officer.