Step 1
Weeks 1-2
Confidential Consultation
Every engagement begins with a private, no-obligation conversation. This is not a sales call. It is a frank assessment of where you stand, what you own, and where your exposure lies.
We ask the questions about your profession, your business structure, existing entities, jurisdictions involved, and the nature of any current or foreseeable risks. The more we understand upfront, the more precisely we can design your protection.
What we give you is clear picture of what is most suited for your situation:
- Preliminary structure recommendations
- Asset and liability mapping & risk assessment
- Jurisdiction suitability review
- Cost assessment and timeline
Step 2
Weeks 2-3
Structure Design
We design each structure from the ground up never from a template, as no two clients have the same asset base, risk profile, or objectives.
This phase involves selecting the right combination of entities whether that is the use offshore trusts, LLCs, foundations, or IBCs, which is paired together with the jurisdictions and bank accounts best suited to deliver the protection you need.
For most clients, we recommend a layered structure. For example a LLC and a Trust. This places two layers of legal protection across two jurisdictions between you and any creditor, making a successful legal challenge prohibitively difficult in practice.
- Jurisdiction and structure selection
- Document request
- Go over client plan
Step 3
Implementation
Weeks 4+
Once the structure is approved, we handle the full implementation from entity formation to banking.
We coordinate with local trustees, and registered agents in the relevant jurisdictions to form entities, execute trust deeds, establish banking relationships, and facilitate the transfer of assets into the structure.
Timeframe depends on the complexity of the structure and the ability to procure essential documentation from clients for proper due diligence four to eight weeks from engagement to completion.
- Entity formation and registration
- Bank account opening and introduction
- Asset transfer coordination
Yearly
Maintenance & Annual Review
Ongoing
A protection structure is not a one time event. Laws change. Jurisdictions update their regulations. Your personal and financial circumstances evolve. Your structure must keep pace.
We provide ongoing maintenance for all structures we implement from handling annual registered agent renewals as well as trustee fee coordination, yearly renewal fees, compliance filings, and regulatory updates.
If new assets need to be brought into the structure or if additional entities are required we are available for the life of your structure.
- Amendments and additions as circumstances change
- Annual registered agent and trustee renewals
- Regulatory monitoring across all jurisdictions
Built for People With Something Worth Protecting
You already know you need this.
You have built something worth protecting. You know the legal system is unpredictable. You have probably watched someone you know get taken apart in court or come close to it yourself.
But, what you haven’t done yet is act.
We build legal structures that make your assets demonstrably difficult to reach in jurisdictions where foreign judgments carry no weight and creditors face years of expensive, uncertain litigation before they get anywhere near your wealth.
Don’t learn the hard way.
Get a consultation with us today.
After that, you’ll know exactly where you stand.