How We Work
Three Ways to Engage
Every client's situation is different. We offer three levels of engagement, each designed to match the complexity of your needs and the depth of support you require.
Advisory
Strategy & Roadmap
For those who need clarity. We analyze your situation, goals, and constraints to design a multi-jurisdictional strategy tailored to your circumstances.
- Full Diagnostic Assessment
- Jurisdiction Selection
- Detailed Execution Roadmap
Starting at
$20,000
Vanguard
Full-Service Execution
End-to-end execution. We handle everything from document preparation to government liaison, ensuring your application moves forward without delays.
- Everything in Advisory
- Document Preparation
- Application Management
- Government Liaison
- Partner Introductions
Starting at
$25,000
Legacy
Multi-Generational Planning
For families building across generations. We design and execute complex, multi-jurisdiction strategies with tax optimization and estate planning.
- Everything in Vanguard
- Multi-Jurisdiction Setup
- Tax Optimization Strategy
- Estate & Legacy Planning
- Private Banking Introductions
Engagement
By Consultation
Final engagement terms are determined after an initial consultation to assess complexity. Every situation is unique—we tailor our approach accordingly.