Every new client relationship begins with a paid advisory consultation designed to provide real answers, not a sales conversation.
Our clients come to us with complex questions around cross-border tax, financial planning, business ownership, or major life decisions. These are not issues that can be responsibly addressed without preparation, context, and professional judgment. The initial advisory consultation ensures your time and ours are used productively.
What the Initial Advisory Consultation Is
The initial consultation is a one-hour professional advisory engagement, billed at $500 for cross-border and complex advisory matters.
This is not an introductory call. It is structured time with senior advisors focused on your specific questions and circumstances. Many clients find that this consultation alone provides the clarity they need. Others use it as the foundation for a broader advisory engagement. Both outcomes are appropriate.
There is no obligation to proceed beyond this session
How the Consultation Is Structured
The consultation includes more than the live meeting itself.
Approximately half of the time is spent in direct discussion with you. The remaining time is dedicated to preparation before the meeting and written notes afterward summarizing key considerations, risks, and potential next steps. This structure allows us to arrive prepared, keep the conversation focused, and provide you with a clear written record of what was discussed.
You are paying for professional thinking, not just a conversation.
What We Typically Cover
Clients often use the consultation to address questions such as:
- Whether they are, or will become, tax resident in a particular country
- Whether a planned move, sale, or restructuring creates tax or planning risk
- How cross-border rules may apply to their investments, pensions, or business interests
- Whether a larger engagement is necessary, and if so, what that would involve
We focus on identifying the real issues, not just answering surface-level questions.
What You Will Walk Away With
By the end of the consultation, clients typically have:
- Clear answers to their immediate questions
- A better understanding of where risk exists and where it does not
- Clarity on whether additional advisory work is warranted
- Written notes summarizing key points and considerations
Even when no further engagement is required, clients leave with greater confidence and direction.
nd alignment—not just task management.
When a Larger Engagement Makes Sense
If the consultation reveals that deeper analysis, modeling, or coordination is required, we will outline what a broader engagement would involve. This includes defining scope, estimated time, and fees before any additional work begins. Clients decide whether to proceed with full clarity and no pressure. The consultation is designed to inform that decision, not force it.
Who This Consultation Is Best Suited For
This consultation is ideal for individuals and families who:
- Are facing cross-border or complex financial decisions
- Value professional preparation and thoughtful analysis
- Want real answers rather than general information
- Prefer to pay for advice rather than sit through sales calls
If you are looking for free opinions or quick confirmations, this will not be the right fit. If you value clarity and professional judgment, this is the appropriate first step.
Fees and Transparency.
The initial advisory consultation is billed at $500 per hour. Once booked, you will receive instructions on what information to provide in advance so the meeting can be as productive as possible.
Book an Advisory Consultation.
If you are facing important financial or cross-border questions and want professional guidance from the outset, the next step is to book an advisory consultation.
This ensures your situation is reviewed thoughtfully and your questions are addressed properly.