We charge professional fees for advice, analysis, and professional judgment. Our pricing reflects the complexity of the work involved, the level of risk associated with the decisions being made, and the depth of analysis required.
We do not offer complimentary discovery calls, and we do not sell financial products to subsidize advice. Every engagement is scoped in advance and fees are discussed upfront so expectations are clear.
Clients typically come to us when the cost of getting things wrong is materially higher than the cost of doing the work properly.
1.
Initial Advisory Consultations.
Cross-border advisory consultations are billed at $500 per hour
These sessions are structured advisory engagements rather than introductory calls.
Each consultation includes preparation time before the meeting, focused discussion during the session, and written notes afterward summarizing key considerations and potential next steps. In many cases, the consultation itself provides sufficient clarity and no further engagement is required.
2.
Fee-for-Service Financial Planning.
Comprehensive financial planning engagements typically begin at $4,000.
This base fee covers planning for clients with relatively straightforward financial structures, such as personal investment accounts, pensions, and standard income sources. Additional complexity increases the scope of work and is priced accordingly. Common complexity factors include cross-border considerations, corporate ownership, and trust structures. Each complexity factor typically adds $2,000 to the engagement fee.
To maintain predictability, total financial planning fees are capped at $10,000, regardless of the number of complexity factors involved. Before any planning work begins, we confirm scope, complexity, and total fees in writing so there are no surprises.
3.
Cross-Border Tax Advisory.
Cross-border tax advisory work is billed on an hourly basis at $500 per hour.
This reflects the technical nature of the work, the level of analysis required, and the professional responsibility involved in providing advice across jurisdictions.
Typical engagements range from 10 to 60 hours, depending on factors such as the number of countries involved, residency timelines, corporate or trust structures, and the level of modeling or coordination required. Where appropriate, we provide fee estimates or ranges after the initial advisory consultation so clients can make informed decisions before proceeding.
4.
Business Valuations and Specialized Work.
Certain engagements require additional specialized work, such as business valuations for deemed disposition or exit tax planning. These services are scoped separately due to their technical and evidentiary requirements. Fees depend on factors such as entity structure, data availability, and the level of defensibility required. We recommend this work only when the valuation risk justifies it.
5.
Wealth Management Fees.
Wealth management fees are based on assets under management and are quoted separately after planning or advisory work is complete. This service is offered selectively and only when ongoing coordination, implementation, and oversight provide meaningful value. Fees are fully disclosed and reviewed regularly.
Why Our Fees Are Structured This Way.
Complex financial and cross-border decisions require preparation, careful analysis, and professional judgment. Some engagements are priced at a flat fee to provide predictability, while others are billed hourly where the scope of work can vary.
Clients are not paying for meetings or reports. They are paying for clarity, defensible decision-making, and the reduction of long-term financial risk.
We are transparent about fees because alignment matters. If your situation is straightforward, there are many capable professionals who can help at a lower cost. If your situation involves complexity, cross-border exposure, or significant financial consequences, our fee structure reflects the level of care required
Book an Advisory Consultation.
If you would like professional guidance on your situation or want to understand what level of engagement is appropriate, the first step is an advisory consultation.
This allows us to review your circumstances and ensure any further work is scoped thoughtfully.