What we do
Global structuring
Where the holding company, the operating entities and the family vehicles should sit, and what each arrangement would cost in fees and in complexity. This is the first piece of work, and it is drawn before any provider is approached.
What the work is
A drawn structure, with the control lines and the economic interest shown separately, and a written note of why each entity is where it is. Two families whose affairs look similar can properly end up in different places, so the reasoning matters more than the diagram.
The starting questions are the same every time. Where are the people resident, and where will they be in five years. What does the structure have to do, as opposed to hold. Who has to be satisfied by it: a bank, an investor, a regulator, a tax authority in a country nobody has mentioned yet.
A common answer is a pair rather than a single entity: a holding company in a jurisdiction investors recognise, and an operating entity where the work and the people actually are. That separates the confidential holding function from the visible operating one, and it usually survives contact with a bank better than either half alone.
What it produces
A structure chart, a short written rationale, an estimate of formation and annual running cost by entity, and a list of the questions that need answering before anything is filed. Where a tax question arises we will tell you what to ask your own adviser, in the country where the answer is decided.