Independent advisory · non-discretionary · fee-only
Wealth that moves — counsel that crosses borders.
For globally mobile American families navigating cross-border structuring, sovereign risk, and multi-jurisdictional planning. We do not hold your assets. We sit on your side of the table.
What We Do
Four pillars,
one coordinated practice.
Offshore Legal Structures
Trusts, holding companies, and entity coordination across jurisdictions, executed with vetted counsel rather than self-directed templates.
- Multi-jurisdictional trust review
- Entity formation oversight
- Beneficial ownership compliance
Cross-Border Tax Planning
Coordinated US–foreign tax planning that anticipates rather than reacts: FATCA exposure, treaty positions, residency transitions.
- FATCA / CRS positioning
- Pre-relocation tax planning
- Treaty and residency strategy
Global Investment Platform
Custodial relationships, currency exposure, and asset mobility designed so capital remains accessible across jurisdictions and political regimes.
- Multi-custodian coordination
- Currency and FX overlay
- Jurisdiction-aware allocation
Ongoing Sovereign Monitoring
A standing dashboard tracking the political, regulatory, and economic signals that affect your jurisdictional footprint — refreshed monthly, with action recommendations.
- Personal Sovereign Stress score
- Watch-list event tracking
- Monthly action briefings
Who We Serve
Three families of clients.
One operating model.
Senior families with fragmented advisory
Multiple existing advisors, multiple jurisdictions of holding, no single party coordinating the whole. We become the coordinator — not a replacement for the specialists, but the gravitational center that keeps them aligned.
Read the dossier →Globally mobile professionals (40–55)
Americans living and working across borders, with $750K–$5M in investable assets, watching geopolitical signals more closely than their advisors do. Concerned about volatility, regime change, and asset mobility.
Read the dossier →Pre-relocation Americans
Within 12–24 months of a planned move abroad, needing to sequence asset structuring, tax positioning, and custodial moves before — not after — the relocation. Time-pressure on every decision; sequencing as much as substance.
Read the dossier →How We Work
Four stages,
each defensible.
Qualify
Fit-check call. Discovery. Intake questionnaire. Mutual decision before any paid work begins.
Assess
Paid sovereign-risk assessment. Initial dashboard, jurisdictional analysis, written readout.
Implement
Pathway selection. Partner introductions to legal, tax, and custody specialists. Implementation oversight.
Monitor
Monthly Sovereign Stress refresh. Quarterly reviews. Ad-hoc briefings when material events occur.
Who We Serve
Three families
of clients.
What keeps them up at night
- No one party sees the whole picture — every specialist optimizes locally
- Conflicts of advice surface only at tax filing or transition events
- Successor generation has no map of the structure they will inherit
- Sovereign and regulatory drift in one jurisdiction goes unnoticed for too long
What success looks like, twelve months in
- One coordinated plan, one quarterly review, one Sovereign Stress score
- Specialists working from the same brief rather than competing instructions
- The next generation introduced to the structure before — not during — transition
How we engage
$15K paid assessment, then quarterly retainer at the Tier 3 or Tier 4 fee band depending on jurisdictional complexity. Monthly Sovereign Stress refresh. Direct introductions to vetted partner firms across the legal, tax, and custodial layers.
What keeps them up at night
- Capital controls in current or prospective jurisdictions of residence
- Regime change in country of residence — for them or their family members
- Equity-comp tax exposure when residency changes mid-year
- Mainstream advisors who do not understand FATCA, FBAR, or CRS
What success looks like, twelve months in
- A jurisdictional footprint that is intentional rather than accumulated
- A documented plan for what happens to assets if any one jurisdiction becomes unfriendly
- Tax positioning that anticipates the next move rather than absorbing the last one
How we engage
$7,500 paid assessment, then monthly retainer at the Tier 2 or Tier 3 fee band. Sovereign Stress dashboard refreshed monthly. Faster engagement model for clients with shorter time horizons before a relocation event.
What keeps them up at night
- Doing the wrong thing in the wrong sequence — restructuring after relocation rather than before
- Frozen US accounts when a foreign address is filed
- Custodian relationships that will not survive the move
- Tax-residency timing that produces an avoidable double-tax year
What success looks like, twelve months in
- A relocation that closes cleanly, with no surprise tax events or frozen accounts
- A new jurisdictional structure designed before the move, not assembled around it
- An ongoing relationship that continues from the new jurisdiction
How we engage
$10K paid assessment with an accelerated 30-day delivery. Pre-relocation project-based engagement, transitioning to a quarterly retainer post-relocation. Direct coordination with sending- and receiving-country specialists from the start.
How We Work
Four pillars,
one coordinated firm.
What we do
Review existing structures for jurisdictional fit; coordinate new entity formation through partner counsel; oversee implementation and ongoing administration.
What we don't do
Practice law. Issue legal opinions. Sign documents on your behalf. Replace your existing attorneys — we coordinate with them.
What we do
Coordinate US and foreign tax specialists; review existing positions for treaty alignment; sequence pre-relocation actions to avoid double-tax outcomes.
What we don't do
Prepare or file returns. Issue tax opinions. Represent you before any tax authority. We are not your accountant — we keep yours synchronized with the rest.
What we do
Coordinate multi-custodian relationships across friendly jurisdictions; recommend currency hedging where exposure warrants; design allocations that respect jurisdictional risk.
What we don't do
Hold your assets. Take discretion over your portfolio. Execute trades. We advise; you execute through the custodians and managers we help select.
What we do
Track sovereign credit, political stability, capital control risk, FX regime, and cross-border legal exposure for the jurisdictions in your footprint. Issue monthly briefings and ad-hoc alerts when signals shift materially.
What we don't do
Predict the future. Issue investment recommendations dressed as risk monitoring. Replace your need to make decisions — we surface signals; you choose the response.
Insights
Field notes
from the practice.
Reading the early signals of capital controls
Pre-relocation tax sequencing: the six steps that matter
Why beneficial-ownership transparency changed the offshore conversation
The Personal Sovereign Stress score, explained
One family, six jurisdictions: a coordination case
What FX regime change actually does to a USD-denominated balance sheet
Good evening, Client.
Six-axis breakdown · vs. prior month
Top 3 drivers this month
-
CDS spread widening; portfolio EM bond fund holds 18% Argentina exposure.
-
Pending Beckham Law adjustment; exposure as primary residence.
-
Policy clarification reduces account-portability friction for US-connected clients.
Recommended actions
90-day watch list
New Engagement · Intake
Pre-conversation questionnaire
Jurisdictional footprint
Get in touch
Begin with a conversation.
Schedule a fit-check call.
A short form gets us oriented before the call. Most clients schedule within 48 hours of submission; complex inquiries take a touch longer.
Independent advisory · non-discretionary · fee-only
Wealth that moves — counsel that crosses borders.
For globally mobile American families navigating cross-border structuring, sovereign risk, and multi-jurisdictional planning. We do not hold your assets. We sit on your side of the table.
What We Do
Four pillars,
one coordinated practice.
Offshore Legal Structures
Trusts, holding companies, and entity coordination across jurisdictions, executed with vetted counsel rather than self-directed templates.
- Multi-jurisdictional trust review
- Entity formation oversight
- Beneficial ownership compliance
Cross-Border Tax Planning
Coordinated US–foreign tax planning that anticipates rather than reacts: FATCA exposure, treaty positions, residency transitions.
- FATCA / CRS positioning
- Pre-relocation tax planning
- Treaty and residency strategy
Global Investment Platform
Custodial relationships, currency exposure, and asset mobility designed so capital remains accessible across jurisdictions and political regimes.
- Multi-custodian coordination
- Currency and FX overlay
- Jurisdiction-aware allocation
Ongoing Sovereign Monitoring
A standing dashboard tracking the political, regulatory, and economic signals that affect your jurisdictional footprint — refreshed monthly, with action recommendations.
- Personal Sovereign Stress score
- Watch-list event tracking
- Monthly action briefings
Who We Serve
Three families of clients.
One operating model.
Senior families with fragmented advisory
Multiple existing advisors, multiple jurisdictions of holding, no single party coordinating the whole. We become the coordinator — not a replacement for the specialists, but the gravitational center that keeps them aligned.
Read the dossier →Globally mobile professionals (40–55)
Americans living and working across borders, with $750K–$5M in investable assets, watching geopolitical signals more closely than their advisors do. Concerned about volatility, regime change, and asset mobility.
Read the dossier →Pre-relocation Americans
Within 12–24 months of a planned move abroad, needing to sequence asset structuring, tax positioning, and custodial moves before — not after — the relocation. Time-pressure on every decision; sequencing as much as substance.
Read the dossier →How We Work
Four stages,
each defensible.
Qualify
Fit-check call. Discovery. Intake questionnaire. Mutual decision before any paid work begins.
Assess
Paid sovereign-risk assessment. Initial dashboard, jurisdictional analysis, written readout.
Implement
Pathway selection. Partner introductions to legal, tax, and custody specialists. Implementation oversight.
Monitor
Monthly Sovereign Stress refresh. Quarterly reviews. Ad-hoc briefings when material events occur.
Who We Serve
Three families
of clients.
What keeps them up at night
- No one party sees the whole picture — every specialist optimizes locally
- Conflicts of advice surface only at tax filing or transition events
- Successor generation has no map of the structure they will inherit
- Sovereign and regulatory drift in one jurisdiction goes unnoticed for too long
What success looks like, twelve months in
- One coordinated plan, one quarterly review, one Sovereign Stress score
- Specialists working from the same brief rather than competing instructions
- The next generation introduced to the structure before — not during — transition
How we engage
$15K paid assessment, then quarterly retainer at the Tier 3 or Tier 4 fee band depending on jurisdictional complexity. Monthly Sovereign Stress refresh. Direct introductions to vetted partner firms across the legal, tax, and custodial layers.
What keeps them up at night
- Capital controls in current or prospective jurisdictions of residence
- Regime change in country of residence — for them or their family members
- Equity-comp tax exposure when residency changes mid-year
- Mainstream advisors who do not understand FATCA, FBAR, or CRS
What success looks like, twelve months in
- A jurisdictional footprint that is intentional rather than accumulated
- A documented plan for what happens to assets if any one jurisdiction becomes unfriendly
- Tax positioning that anticipates the next move rather than absorbing the last one
How we engage
$7,500 paid assessment, then monthly retainer at the Tier 2 or Tier 3 fee band. Sovereign Stress dashboard refreshed monthly. Faster engagement model for clients with shorter time horizons before a relocation event.
What keeps them up at night
- Doing the wrong thing in the wrong sequence — restructuring after relocation rather than before
- Frozen US accounts when a foreign address is filed
- Custodian relationships that will not survive the move
- Tax-residency timing that produces an avoidable double-tax year
What success looks like, twelve months in
- A relocation that closes cleanly, with no surprise tax events or frozen accounts
- A new jurisdictional structure designed before the move, not assembled around it
- An ongoing relationship that continues from the new jurisdiction
How we engage
$10K paid assessment with an accelerated 30-day delivery. Pre-relocation project-based engagement, transitioning to a quarterly retainer post-relocation. Direct coordination with sending- and receiving-country specialists from the start.
How We Work
Four pillars,
one coordinated firm.
What we do
Review existing structures for jurisdictional fit; coordinate new entity formation through partner counsel; oversee implementation and ongoing administration.
What we don't do
Practice law. Issue legal opinions. Sign documents on your behalf. Replace your existing attorneys — we coordinate with them.
What we do
Coordinate US and foreign tax specialists; review existing positions for treaty alignment; sequence pre-relocation actions to avoid double-tax outcomes.
What we don't do
Prepare or file returns. Issue tax opinions. Represent you before any tax authority. We are not your accountant — we keep yours synchronized with the rest.
What we do
Coordinate multi-custodian relationships across friendly jurisdictions; recommend currency hedging where exposure warrants; design allocations that respect jurisdictional risk.
What we don't do
Hold your assets. Take discretion over your portfolio. Execute trades. We advise; you execute through the custodians and managers we help select.
What we do
Track sovereign credit, political stability, capital control risk, FX regime, and cross-border legal exposure for the jurisdictions in your footprint. Issue monthly briefings and ad-hoc alerts when signals shift materially.
What we don't do
Predict the future. Issue investment recommendations dressed as risk monitoring. Replace your need to make decisions — we surface signals; you choose the response.
Insights
Field notes
from the practice.
Reading the early signals of capital controls
Pre-relocation tax sequencing: the six steps that matter
Why beneficial-ownership transparency changed the offshore conversation
The Personal Sovereign Stress score, explained
One family, six jurisdictions: a coordination case
What FX regime change actually does to a USD-denominated balance sheet
Good evening, Client.
Six-axis breakdown · vs. prior month
Top 3 drivers this month
-
CDS spread widening; portfolio EM bond fund holds 18% Argentina exposure.
-
Pending Beckham Law adjustment; exposure as primary residence.
-
Policy clarification reduces account-portability friction for US-connected clients.
Recommended actions
90-day watch list
New Engagement · Intake
Pre-conversation questionnaire
Jurisdictional footprint
Get in touch
Begin with a conversation.
Schedule a fit-check call.
A short form gets us oriented before the call. Most clients schedule within 48 hours of submission; complex inquiries take a touch longer.