Twelve questions, four stages, one document at the end.

Stage One · Days 1–3

Private assessment.

You complete twelve questions. Family composition, capital available, time horizon, current tax residency, jurisdictions you would and would not consider, and the outcome you are actually trying to reach.

The intake is held in confidence, reviewed only by the counsellor who will hold your file. We will not respond with a generic brochure. Within seventy-two hours, you receive either a request for a thirty-minute call to clarify a small number of points — or, in approximately one in eight cases, a written explanation of why no programme on our shelf currently fits the brief.

Stage Two · Days 3–10

Three-route memorandum.

A written brief comparing the three programmes our analyst desk considers most appropriate to your file. Each route is priced fully — the visible investment, the legal and administrative overhead, the recurring carrying cost — and evaluated on five axes.

• Programme fit against the family's actual needs (residency, citizenship, tax address, mobility, the order matters).
• Capital efficiency — what the principal recovers, what is consumed, and over what holding period.
• Tax architecture — both at the destination and at the principals' current jurisdictions of residence.
• Risk register — programme volatility, regulatory horizon, public-record exposure.
• Onward optionality — what the file unlocks at year five, ten, and at intergenerational transfer.

The memorandum is delivered as a written document, not presented in a deck. You read it, sit with it, return with questions in writing or on a call. We do not schedule a "decision call" at the end of stage two.

Stage Three · Weeks 2–24

Engagement & execution.

You select a route. The engagement letter is signed. From this point, your file is held by a single counsellor who owns the timeline, the local counterparties and the communication. You will not be handed off to an alias inbox.

Execution differs by jurisdiction — a Caribbean file compresses into four to six months; a Portuguese file stretches over twelve to eighteen, mostly waiting on AIMA; a UAE file can complete in thirty days. What is constant is the file management standard: a weekly update, an active calendar of next steps, and a single point of escalation when the foreign authority moves slower than promised.

Stage Four · Continuing

The document — and what comes after.

Residency card, passport, or both. Most firms close their engagement at this point. We do not.

Renewals run on calendar rules we own; tax-residency tests are reviewed annually for any principal whose presence pattern is changing; citizenship transitions (where applicable, typically at year five or year seven) are prepared and submitted as a separate engagement. The relationship is intended to last as long as the family's international architecture remains in place.