How we work

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A confidential discussion of the family, the assets and the objectives. No charge and no obligation.

We map existing structures, banking relationships and documents, and identify risks, gaps and unnecessary costs.

A written scope and fee, agreed in advance: an ongoing retainer or a fixed-fee project.

We run the work and coordinate the lawyers, banks, auditors and agents involved. You deal with one person.

Periodic reviews, bank follow-ups and updates as rules and circumstances change.

Agreed in advance as a monthly retainer or a fixed project fee. Third-party costs (government, legal, registered agent) are passed through at cost.