- one clearly defined decision is the sole focus
- no more than two jurisdictions are material
- a written, reasoned recommendation is the appropriate next deliverable
- adjacent consequences can be bounded within one decision domain
ENGAGEMENT 01 / SCOPE
ONE DECISION
Strategic Decision Review
Receive a defensible answer to one clearly bounded international decision—before committing time, capital, or reputation.
01 / 04DECISION LOAD → ENGAGEMENT
- 01One decision
- 02Two decisions
- 03Multiple domains
- 04Approved plan
FEEUSD 5,800
DECISION LOADOne clearly defined cross-border decision
BOUNDARYUp to two jurisdictions · indicative project effort: 8–10 hours
WRITTEN RESULT8–12-page Decision Note with recommendation, risks, and next steps
DECISION PATH
One question becomes decision-ready through four controlled stages.
- 01Fix the core question
- 02Bound the fact base
- 03Decide the threshold
- 04Handoff the Decision Note
WHEN THIS ENGAGEMENT FITS
One question is ready to be assessed, but not yet ready for commitment.
You face a specific question: Is this residence route suitable for your family? Does the proposed company align with management and banking? Is a particular banking, citizenship by investment (CBI), or custody solution realistic under your circumstances? You do not need a complete redesign; you need a reasoned decision on this precise point.
- more than one decision must be modeled together
- several residence, business, or wealth layers form one system
- you need only a legal or tax opinion
- implementation already requires ongoing coordination
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.
The actual decision
We separate the core question from adjacent issues and define the criteria for a defensible answer.
Facts and assumptions
Available documents, outstanding evidence, and untested assumptions are clearly distinguished.
Options and exclusions
Realistic pathways are assessed by utility, requirements, cost logic, risk, and downstream effects.
Implications for the next decision
We identify what must be considered for banking, tax status, family, ownership, or implementation.
WHAT YOU RECEIVE
The result is written and ready for handoff.
At the end, you know which route we recommend, which alternative remains realistic, which requirements are still unmet, and what can be commissioned next.
Decision Note
8–12 pages covering the starting position, assessment logic, recommendation, and rationale.
Options & Risk View
Comparison of relevant routes, risks, exclusions, and open issues.
Assumption Register
Record of facts, assumptions, and evidence still required.
Next-Step Map
Specific sequence, responsibilities, and the next appropriate engagement.
HOW THE ENGAGEMENT WORKS
From agreed scope to a defensible handoff.
- 01
Confirm scope
The core question, jurisdictions, intended result, and boundaries are agreed in writing.
- 02
Establish the facts
You provide the relevant facts and documents; we close identifiable gaps through focused questions.
- 03
Assess and weigh
We analyze options, implications, access conditions, and potential points of failure within the agreed scope.
- 04
Deliver the decision
You receive the written Decision Note and a personal findings discussion.
SCOPE BOUNDARIES
What is included—and what is commissioned separately.
- one clearly defined decision question
- up to two relevant jurisdictions
- review of documents provided within scope
- written recommendation with alternatives and exclusions
- one findings review meeting
- legal, tax, or other regulated professional opinions
- applications, formations, bank onboarding, or program implementation
- government, bank, provider, and other third-party fees
- additional topics or jurisdictions outside scope
- any guarantee of approval, account opening, or product acceptance
FEE LOGIC
A bounded scope. A fixed fee.
The USD 5,800 fee covers the agreed decision, up to two jurisdictions, and an indicative project effort of 8–10 working hours. Additional decision domains are not added without a new written scope.
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.
- objective and desired timeline
- residence, family, and ownership position
- relevant corporate and asset information
- existing proposals, documents, and prior recommendations
QUESTIONS ABOUT THIS ENGAGEMENT
Clarify scope, result, and accountability before work begins.
01Can the review be extended to a second question?+
Only when both questions can be addressed defensibly within the confirmed scope. If two decisions materially affect one another, we define an Extended Strategic Decision Review before performing additional work.
02Is the Decision Note a legal or tax opinion?+
No. It documents decision logic, options, exclusions, and next steps. Qualified professionals assess and remain accountable for regulated matters under separate engagements.
03Is implementation included in the fee?+
No. Applications, formations, onboarding, and other implementation work are commissioned separately after the decision is approved.
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