- two clearly stated decisions depend on one another
- up to three jurisdictions must be assessed together
- combinations and sequence matter more than isolated product selection
- one memorandum should record the options, exclusions, and priorities
ENGAGEMENT 02 / SCOPE
TWO DECISIONS
Extended Strategic Decision Review
When two decisions depend on each other, receive one integrated recommendation—not two separate answers that later collide.
02 / 04DECISION LOAD → ENGAGEMENT
- 01One decision
- 02Two decisions
- 03Multiple domains
- 04Approved plan
FEEUSD 8,700
DECISION LOADUp to two connected decisions
BOUNDARYUp to three jurisdictions · indicative project effort: 12–15 hours
WRITTEN RESULT15–20-page memorandum with options, exclusions, and priorities
DECISION PATH
Two decisions are governed through one integrated logic.
- 01Identify dependencies
- 02Test the sequence
- 03Weigh the variants
- 04Handoff the memorandum
WHEN THIS ENGAGEMENT FITS
The answer to the first question changes the options for the second.
Your residence affects the company. The company affects banking. Or an additional citizenship must support more than mobility: it must fit the family and financial architecture. Once one decision changes another, an isolated review is no longer sufficient.
- one bounded question is sufficient
- three or more decision domains already require an overall architecture
- only implementation of an approved plan is needed
- you expect No Borders Founder to provide legal or tax advice
WHAT WE ASSESS
The scope is bounded. The decision is assessed in full.
We focus on the facts that can support—or undermine—the agreed decision.
Two connected decisions
We define both questions and show where the answer to the first changes the options for the second.
Up to three jurisdictions
Markets are compared by their function and interactions—not as a generic country list.
Combinations, not isolated products
Residence, business, banking, citizenship, wealth, or family are connected where the case requires it.
Priorities and stop criteria
You see which requirement must be satisfied before the next step and when a route should no longer be pursued.
WHAT YOU RECEIVE
The result is written and ready for handoff.
You see which combination is viable, which variants should be excluded, and in what sequence the two decisions should be made.
Decision Memorandum
15–20 pages covering facts, options, tradeoffs, and a reasoned recommendation.
Combination Map
Visual logic for viable and nonviable combinations between the two decisions.
Risk & Exclusion Register
Risks, exclusions, assumptions, and outstanding professional reviews in one view.
Priority Sequence
Recommended order with approvals, responsibilities, and next work packages.
HOW THE ENGAGEMENT WORKS
From agreed scope to a defensible handoff.
- 01
Connect the decisions
We define both questions, the jurisdictions involved, and the dependencies to be tested.
- 02
Create one fact pattern
Personal, business, and financial facts are consolidated into one consistent record.
- 03
Compare variants
We assess relevant combinations and document utility, requirements, implications, and exclusions.
- 04
Deliver a prioritized recommendation
You receive the memorandum, recommended sequence, and a personal findings discussion.
SCOPE BOUNDARIES
What is included—and what is commissioned separately.
- up to two clearly defined, connected decisions
- up to three relevant jurisdictions
- integrated analysis of decision-relevant dependencies
- written memorandum with recommendation and exclusions
- one findings review meeting
- a complete architecture spanning more than two decisions
- legal, tax, or other regulated professional opinions
- applications, formations, onboarding, or ongoing provider coordination
- government, bank, provider, and other third-party fees
- outcome or approval guarantees
FEE LOGIC
Two decisions are assessed within one integrated engagement.
The USD 8,700 fee covers up to two connected decisions, up to three jurisdictions, and an indicative project effort of 12–15 working hours. Any expansion is defined in writing before additional work begins.
External professional services and third-party costs are itemized separately. The individual engagement agreement takes precedence.READINESS AND HANDOFF
A clear fact base makes decisions easier to assess.
- specific objectives for both decisions
- complete personal and business fact pattern
- relevant ownership, banking, and wealth information
- existing structures, proposals, and professional opinions
QUESTIONS ABOUT THIS ENGAGEMENT
Clarify scope, result, and accountability before work begins.
01Why not commission two separate reviews?+
When one answer changes the other, separate reviews can miss the interaction and sequence. The memorandum keeps both decisions within one consistent fact pattern.
02What happens if a third decision emerges?+
We pause the expansion and assess whether a Cross-Border Decision Blueprint is required. Additional scope does not begin without written approval.
03Are external professional reviews included?+
No. Legal, tax, investment, and other regulated professional work is commissioned and paid for separately.
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