For Private Bankers, Lawyers & Trustees
Cross-border structuring for your clients, alongside your own advice.
Co-engagement, sub-advisory or white-label. Confidential, and your client stays your client. The structuring work your client needs, without your firm having to build it.
Our view
A named senior adviser, working with you on your client's matter.
Private bankers, tax counsel, family lawyers and trustees often meet client matters that need cross-border structuring beyond their own firm's scope. Usually the answer is a referral and a hope that the introducer is good. We offer something clearer: a fixed fee, an engagement letter you can see, and written advice your compliance team can check. Every introduction stays your client.
How partnership works
Three ways to work together.
- 01
Direct referral
Send your client. We engage them directly and you receive a clean handover. Any fee arrangement with a referring firm is agreed in writing and disclosed to the client.
- 02
Co-engagement
We engage alongside you on a defined sub-scope. Your client signs both engagement letters. We invoice separately, never duplicating your fee.
- 03
White-label
Used when the partner firm prefers a single client interface. We deliver, you brand. Pricing agreed up-front and disclosed to the client per regulatory rules.
Services
The services these clients use most
Each can be engaged on its own, or combined with others as one matter.
- Trusts and foundationsDiscretionary, fixed-interest, purpose, and reserved-power trusts. Panama and Nevis foundations.Typically 3 to 8+ weeksTypically 3 to 8+ weeks
- Company formationOnshore and offshore companies in the BVI, Cayman, the UAE, Singapore, the UK, Delaware and other jurisdictions, with substance documented and banking considered before formation.Typically 2 to 6+ weeksTypically 2 to 6+ weeks
- Tax residency planningTax residency planning with the statutory criteria documented, for moves to the UAE, Monaco, the Cayman Islands and elsewhere.Typically 4 to 12+ weeksTypically 4 to 12+ weeks
- Fiduciary and compliance coordinationIndependent directors, AML programme design, economic substance and middle-office coordination for offshore structures, delivered through licensed counterparties.Live within 2 weeksLive within 2 weeks
- International bankingIntroductions to 45+ private and corporate banks across the UK, EU, GCC, Asia-Pacific, the Caribbean and the US.Typically 3 to 10+ weeksTypically 3 to 10+ weeks
- Deal and exit structuringPre-sale planning for founders and shareholders ahead of a sale or other liquidity event.Typically 6 to 16+ weeksTypically 6 to 16+ weeks
Where we work
Jurisdictions these clients use most often
We work with formation agents, banks and local counsel in each. We can look at others too.
Questions
Common questions
Do you pay referral commissions?
Will you solicit our client for other services?
What does the onboarding for a new partner firm look like?
Who we work with
Other clients we advise
Founders
Family offices
Fintech and payments
Crypto and Web3
iGaming
Real estate
Yachts and aircraftNot listed here?Tell us about your matterWe do not give legal or tax advice in jurisdictions where we are not qualified to do so; where needed, we coordinate local counsel and tax advisers.
Fees agreed in writing before work begins. Where a bank or provider pays us for an introduction, we tell you before the introduction is made.
See also what we will not do and prohibited and restricted matters.
Next step
Tell us about your matter.
A short application tells us what you need. We aim to reply within 48 hours. The first step is a diagnosis of where you stand today.