Modular. Transparent. Aligned.

We do not offer "cookie-cutter" packages. Our engagement models are structured to align our incentives entirely with your success. We offer three distinct modes of working with our clients, designed to fit the varying stages of our clients' global strategies

MODULE 1: SOVEREIGN RESILIENCE DIAGNOSTIC

Format: Fixed-Fee Consulting Engagement

Objective:

To stress-test your current life structure and build the architectural blueprint for your resilience.

Deliverable:

A strategic roadmap, not a sales pitch. You are free to execute this roadmap with us or any other firm.

OUR PROCESS
Discovery:A deep-dive interview and data collection phase to map your assets, family needs, and holistic risk matrix.
Analysis:Our analysts run your profile against our Risk Framework, identifying tax inefficiencies, litigation vulnerabilities, and mobility gaps.
The Roadmap:You receive a classified "Sovereign Architecture Report," detailing specific recommendations for citizenship, tax residency, and asset structuring.
MODULE 2: ARCHITECTURE IMPLEMENTATION

Format: Project-Based Fixed Fee

Objective:

The execution of the roadmap. We guide you through the process of securing a Golden Visa, establishing an optimal offshore structure, or negotiating a private tax ruling.

The "Team of Firms" Approach:

We act as your Lead Designer. We do not pretend to be experts in the intricacies of specific local tax or trust laws; however, we have a deep understanding of your full range of options.

OUR PROCESS
Selection:We tender the work to our vetted network of Tier-1 specialists.
Coordination:We manage the flow of documents and strategy between these disparate firms, ensuring the tax lawyer in Dubai talks to the immigration lawyer in Portugal and nothing is missed due to complexity or language barriers.
Cost Control:We often save clients 20-30% on total implementation costs compared to "one-stop-shop" firms and achieve a significantly superior result.
CORE IMPLEMENTATION SERVICES
Tax Residency Optimization:Legally establishing a "Center of Vital Interests" in a tax-neutral jurisdiction.
Mobility Architecture:Implementation of CBI/RBI programs strictly adhering to statutory protocols.
Asset Protection:Establishing private wealth structures in the safest jurisdictions, depending on the client's situation.
Independent Real Estate Analysis:Unbiased valuation and analysis or assessment for appropriateness of purpose.
MODULE 3: THE GLOBAL RESILIENCE RETAINER

Format: Annual Retainer Fee

Objective:

To serve as your outsourced "Chief of Staff" for global sovereignty.

SCOPE
Status Monitoring:Tracking your physical presence days in every jurisdiction to prevent accidental tax residency triggers.
Compliance Management:Managing the calendar for visa renewals, corporate filings, and economic substance reporting.
Geopolitical Watch:Proactive monitoring of legislative changes (e.g., Golden Visa rule changes, tax treaty updates) that impact your specific portfolio.
Crisis Response:Immediate activation of "Plan B" logistics in the event of a medical or political emergency.
The Sovereign Network:Access to our exclusive invitation-only membership for unique events held in key locations around the globe.