BEFORE
→Several plausible recommendations
AFTEROne reasoned route with visible alternatives
ENGAGEMENTS & FEES
Four engagements. Exactly the depth your decision requires.
Test one route, connect two decisions, design a complete cross-border system, or implement an approved plan. You engage us only for the depth your case actually requires.
01—04DECISION SCOPE → ENGAGEMENT
- 01Confirm or reject one route
- 02Sequence two decisions
- 03Design several domains as one system
- 04Implement an approved plan
YOUR SITUATION → THE SMALLEST WORKABLE SCOPE
You do not need to choose the engagement on your own.
What matters is your starting point: validate one route, connect two decisions, design a complete system, or implement an approved plan. We recommend the smallest scope that can support the decision with confidence.
01Confirm or reject one route
Strategic Decision Review
Before a difficult-to-reverse commitment, establish whether this specific route works under your actual conditions.
USD 5,8008–12-page Decision Note with recommendation, risks, and next steps
View engagement details ↗02Sequence two decisions
Extended Strategic Decision Review
One decision changes the next. Both require one integrated recommendation rather than separate answers.
USD 8,70015–20-page memorandum with options, exclusions, and priorities
View engagement details ↗03Design several domains as one system
Cross-Border Decision Blueprint
Residence, business, banking, wealth, and family must work as one implementable system.
USD 17,40025–40-page blueprint covering decision and implementation architecture
View engagement details ↗04Implement an approved plan
Coordinated Implementation
The direction is approved. Everyone now needs one plan, clear approvals, and a shared record.
Quoted separatelyLiving implementation record with responsibilities, approvals, and status
View engagement details ↗WHAT CHANGES
Not more information. A clear position from which to decide.
The decision remains yours. We turn scattered facts, provider claims, and professional opinions into a reasoned route and a workable sequence.
BEFORE
→Facts, assumptions, and questions mixed together
AFTEROne documented working record with clearly defined professional briefs
BEFORE
→Advisers and providers working in parallel
AFTEROne shared brief and a workable sequence
BEFORE
→You coordinating every interface
AFTERNo Borders Founder coordinating structure, handoffs, and documentation
DOCUMENTED ENTRY POINT
Before the engagement, we define the decision it must support.
For founders, internationally mobile private clients, and families facing a specific cross-border decision—without a prepackaged jurisdiction, product, or provider solution.
↳PAID SCOPING SESSION
STRATEGIC INITIAL BRIEFING
Sixty minutes to define the right review brief.
You brief us in advance. We prepare the situation, spend 60 minutes clarifying the decision that actually needs to be made, and document the appropriate review scope. You leave knowing which question comes first and which engagement fits—without confusing the briefing with the solution itself.
YOU RECEIVE
- a structured advance brief and our preparation
- a 60-minute personal clarification with Alexander Erber
- a concise written briefing record
- visible dependencies and outstanding evidence
- the appropriate review and engagement scope
Clearly defined:No structure concept, final jurisdiction, tax, or feasibility review, implementation recommendation, Decision Note, or Blueprint. The initial briefing defines the review brief; a strategic engagement from USD 5,800 develops and documents the concrete solution.
DIRECT COMPARISON
Four engagements. Five distinctions established before work begins.
The table can be scrolled horizontally.
| Criterion | 01Strategic Decision Review | 02Extended Strategic Decision Review | 03Cross-Border Decision Blueprint | 04Coordinated Implementation |
|---|---|---|---|---|
| Decision scope | one decision | two connected decisions | up to three domains | approved plan |
| Jurisdictions | up to 2 | up to 3 | up to 4 | scope-specific |
| Indicative effort | 8–10 hrs. | 12–15 hrs. | 24–30 hrs. | defined by implementation scope |
| Written result | 8–12-page Decision Note | 15–20-page memorandum | 25–40-page Blueprint | plan + responsibility matrix |
| Implementation | not included | not included | not included | separate engagement |
| Fee | USD 5,800 | USD 8,700 | USD 17,400 | Quoted separately |
Strategic Decision Review
- Decision scope
- one decision
- Jurisdictions
- up to 2
- Indicative effort
- 8–10 hrs.
- Written result
- 8–12-page Decision Note
- Implementation
- not included
- Fee
- USD 5,800
Extended Strategic Decision Review
- Decision scope
- two connected decisions
- Jurisdictions
- up to 3
- Indicative effort
- 12–15 hrs.
- Written result
- 15–20-page memorandum
- Implementation
- not included
- Fee
- USD 8,700
Cross-Border Decision Blueprint
- Decision scope
- up to three domains
- Jurisdictions
- up to 4
- Indicative effort
- 24–30 hrs.
- Written result
- 25–40-page Blueprint
- Implementation
- not included
- Fee
- USD 17,400
Coordinated Implementation
- Decision scope
- approved plan
- Jurisdictions
- scope-specific
- Indicative effort
- defined by implementation scope
- Written result
- plan + responsibility matrix
- Implementation
- separate engagement
- Fee
- Quoted separately
FEES AND ACCOUNTABILITY
Coordinate connected work. Keep professional roles separate.
Decision architecture
We structure the overall question, consolidate the working record, document the tradeoffs, and coordinate the agreed interfaces.
Independent professional accountability
Lawyers, tax advisors, banks, and other regulated specialists remain responsible for their own advice and decisions. You engage them under separate agreements.
Visible before commitment
Government charges, bank fees, provider services, transaction costs, and other external costs are itemized where material. Any potential third-party compensation is disclosed.
BINDING FRAMEWORK
Published engagement fees are stated before applicable taxes. The binding engagement agreement—not this overview—defines the individual scope. No engagement or coordination assignment guarantees approval, account opening, a tax outcome, product performance, or processing time.
FROM INQUIRY TO RESULT
Two entry paths. Then one clearly defined scope.
The fit assessment considers only whether a relationship is potentially suitable; it is not free individual advice. The paid initial briefing clarifies the decision need and defines the review scope. Only the strategic engagement develops and documents the solution.
- 01
Choose your entry path
Engagement fit without individual advice—or the paid Strategic Initial Briefing with 60 minutes of clarification and a briefing record.
- 02
Written scope
The engagement, boundaries, deliverable, fee, external costs, and roles are agreed before work begins.
- 03
Shared fact base
Facts, documents, assumptions, and outstanding professional reviews are maintained in one consistent working record.
- 04
Decision and handoff
You receive the agreed document, a findings review, and a clearly scoped next step.
QUESTIONS BEFORE ENGAGING US
What to know before an engagement.
01Is the Strategic Initial Briefing fee credited to a later engagement?+
Yes. If No Borders Founder accepts an appropriate strategic engagement for the same client and matter within 30 calendar days, the USD 1,100 fee is credited in full against that engagement fee. The credit is non-transferable, non-refundable, and does not apply to government, provider, or other third-party costs. The briefing does not create an obligation to accept a later engagement.
02Does the briefing record replace a Decision Note or Blueprint?+
No. The concise briefing record captures the starting position, decision need, visible dependencies, outstanding evidence, and appropriate review scope. It does not include a structure concept, an in-depth jurisdiction, tax, or feasibility review, or the documented solution delivered under a strategic engagement.
03How is the appropriate engagement selected?+
The choice depends on the number and interdependence of decisions, material jurisdictions, required written output, and implementation readiness. We recommend the smallest scope that can support a well-founded decision.
04Are implementation and external professional advice included in the fee?+
No. Legal, tax, investment, and other regulated professional work, provider services, government charges, bank fees, and implementation are arranged and itemized separately.
05Can Coordinated Implementation begin without a prior review?+
Yes, when a sound, approved Decision Note, memorandum, or Blueprint is sufficient for the specific implementation step. We check that fit before accepting the engagement; otherwise, work packages, ownership, and approval points lack a reliable basis.
06What happens if the scope expands during the engagement?+
Additional work does not begin automatically. New questions, jurisdictions, or dependencies are identified and scoped and quoted in writing before work continues.
NEXT STEP
Define the review brief first. Then commission the solution.
You can begin with the engagement-fit review or book the documented initial briefing. The briefing does not replace an engagement; it prevents you from beginning with the wrong scope or expectation.