How It Works
A deliberate process for lasting outcomes
We don't rush. Complex situations require careful analysis, thoughtful strategy, and precise execution. Here's how we work with clients who share our commitment to doing things properly.
01
Initial Conversation
60-90 minutes
We begin with a confidential conversation to understand your situation, concerns, and aspirations. This is not a sales call—it's an opportunity for mutual discovery.
- Understanding your current structures and relationships
- Exploring your definition of success and legacy
- Identifying immediate concerns and long-term goals
- Assessing whether our approach aligns with your needs
02
Comprehensive Analysis
2-4 weeks
If we decide to work together, we conduct a thorough analysis of your complete picture—financial, legal, familial, and philosophical.
- Review of existing structures, entities, and relationships
- Assessment of risks, vulnerabilities, and opportunities
- Understanding of family dynamics and stakeholder interests
- Documentation of values, principles, and long-term vision
03
Strategic Framework
3-6 weeks
Based on our analysis, we develop a comprehensive strategic framework tailored to your specific situation and objectives.
- Recommended structural changes and new arrangements
- Implementation roadmap with clear priorities
- Risk mitigation strategies and contingency planning
- Governance frameworks where appropriate
04
Guided Implementation
Varies by scope
We coordinate with your existing advisors—or recommend trusted specialists—to implement the agreed strategy with precision.
- Project management of complex, multi-jurisdictional implementations
- Coordination with legal, tax, and financial professionals
- Quality assurance and progress monitoring
- Documentation and knowledge transfer
05
Ongoing Partnership
Continuous
Circumstances change. We maintain an ongoing relationship to ensure your structures remain fit for purpose and evolve with your needs.
- Regular review meetings (quarterly or annual)
- Proactive monitoring of regulatory and market changes
- Support for life events and transitions
- Access to our network and emerging opportunities
Engagement Options
Flexibility without compromise
We offer several engagement structures depending on your needs and preferences. All begin with the same thoughtful discovery process.
Project-Based
For specific initiatives—restructuring, succession planning, or strategic reviews—with defined scope and timeline.
Typical duration: 3-12 months
Retainer
Ongoing advisory relationship with regular access to our team for strategic guidance and emerging opportunities.
Annual commitment
Family Office
Comprehensive, embedded partnership serving as an extension of your family office or as a virtual family office structure.
Long-term partnership
The first step is a conversation
No commitment, no sales pitch. Just an opportunity to explore whether our approach is right for your situation.
