Engagement Process
How We Work
From initial assessment to implemented structure — a clear process for complex outcomes.
01
Investment: $10,000
Offshore Structure Scoping Mandate
A senior-led scoping engagement to map your current position, residency, entity footprint, and tax exposure. You'll receive a written diagnostic memo outlining your structuring options and recommended next steps.
02
Investment: $25,000
Offshore Structure Advisory Retainer
For clients ready to move. A multi-month advisory retainer including senior-led strategy sessions, a full jurisdiction analysis, and a written strategy memo covering entity selection, holding structure, banking options, and implementation sequencing.
03
Investment: $50,000
Full Offshore Structure Engagement
End-to-end structure design and implementation. We handle entity formation, banking introductions, compliance review, and ongoing advisory through implementation. Suitable for clients with complex multi-jurisdictional requirements.
04
Ongoing Advisory (By Arrangement)
Many clients retain us on an ongoing basis post-implementation — for annual compliance reviews, structure updates as laws change, and access to our network of international legal and banking partners.
What to Expect
What to Expect Working With Us
01
Discretion
All engagements are conducted under strict confidentiality. We do not discuss client relationships publicly.
02
Clarity
We write in plain English. Every recommendation comes with a clear rationale — no jargon, no vague guidance.
03
Speed
Most scoping mandates kick off within 5 business days. Strategy memos are delivered within the agreed retainer window, typically sooner.
Ready to Start?
Begin with a $10,000 Scoping Mandate. A focused diagnostic before any longer-term engagement.