EN
Strategic Advisory
Before you incorporate, before you move, before you sign — we map the second- and third-order consequences. Independent counsel for founders weighing a structural change.
Pre-exit, when the structure you built for revenue is the wrong structure for liquidity. Pre-relocation, when the jurisdiction your accountant prefers is not the jurisdiction your family needs. Pre-funding round, when a holding company in the wrong place quietly costs you points on every future event.
A written strategic memo with options modelled against tax, regulatory, succession, and lifestyle dimensions. A recommended sequence with named jurisdictions and triggers. A ten-year horizon, not a quarterly playbook. We work product-only — no kickbacks, no preferred providers, no hidden incentives.
An executive summary at the top. A modelled comparison of two to four options across tax, regulatory, succession, and lifestyle dimensions. A recommended sequence with named jurisdictions and decision triggers. A risk register with owners. An implementation sketch with rough timelines and capital requirements. A sign-off block for principal review.
A redacted specimen — the same six sections, the same level of detail, with an illustrative principal in place of a client. Figures are drawn from published programme data. It is not advice.
Two to four weeks from kickoff to memo, depending on complexity. Tight working sessions with the founder and one or two principals. NDAs in place before the first call. The memo is yours; we are happy to be replaced as you implement.
Situation. Founder approaching a nine-figure secondary, with the holding company sitting in a high-friction jurisdiction chosen years earlier for revenue, not liquidity.
Window. Months, not years — the structure had to be settled before the transaction was signed.
Decision. Re-domiciliation to a treaty-rich jurisdiction ahead of the secondary, sequenced so the transaction timetable never moved.
Situation. Founder, spouse and three children relocating from the UK, with an operating business that still needed a defensible European presence.
Window. One school year, and a tax-residency clock that could only be broken once.
Decision. Sequenced relocation to the UAE, with a Hungarian Kft. opened in parallel rather than afterwards, so EU substance existed from day one.
Situation. A personal digital-asset portfolio held directly, with no custody architecture and no audit-grade cost basis.
Window. Before a taxable on-chain event that could not be reversed once triggered.
Decision. Conversion into a qualified-custody structure under licensed counterparties, documented to a standard a bank would accept.
We are not paid by banks, immigration programmes, or platforms we recommend. We accept no rebates, no referral fees, no preferred-provider arrangements. Where a programme’s economics are weak for your case, we say so in writing and walk you to the alternative. The memo we deliver belongs to you.
Cases where the underlying transaction is unclear, where source-of-funds documentation will not stand up to scrutiny, or where the founder is searching for a yes rather than the right answer. We turn these away at the consultation stage. Our acceptance rate matters more to our institutional relationships than our revenue does.
A memo models the routes that fit your position — citizenship, permanent residency, residence permits, and company formation. These are the citizenship programmes we assess most often; the same engagement covers residency and corporate structuring.
Fixed fee from €5,000. Send a one-paragraph brief on the decision in front of you. We will respond within one business day with scope, timeline, and confirmed fee, under signed NDA.
Send a one-paragraph brief
