Single Issue Diagnosis

A focused strategy session to fix one pressing problem.

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You have one issue that is blocking you from moving forward. Maybe a bank has frozen or closed your accounts. Maybe you are not sure if your current structure is actually compliant with your residency and tax rules. Maybe you are considering a move into a trust or a new jurisdiction and you want to know the right way to do it before you start spending money.

The Single Issue Diagnosis is a concentrated strategy engagement where we take one core problem, unpack it in detail, and give you a clear written plan of what to do next.

Who this is for

This engagement is designed for founders, investors and internationally mobile professionals who:

• Have an immediate, high-value issue they need clarity on
• Do not yet need a full global restructuring project, but want senior-level advice
• Want an independent second opinion on advice they have already received
• Need to make a decision in the next few weeks and cannot afford to guess

Typical situations include:

• Bank or EMI account at risk, or already debanked
• Uncertainty around tax residency and reporting obligations
• Questions around whether to introduce a trust or foundation, and how it would interact with existing companies
• Early-stage planning for MSB, EMI or PSP licensing
• Sanity check on an existing offshore or onshore structure

What you get

You are not buying a casual call. You are engaging us to analyse your position and give you a clear, written answer. The Single Issue Diagnosis includes:

Pre-engagement intake

You complete a structured intake form covering your current companies, jurisdictions, residency, banks and the specific problem you want to solve. This allows us to review key facts before we speak.

Ninety-minute strategy call

You meet directly with Will and, where appropriate, a senior member of the team such as Gabriel. We walk through your objectives, constraints, risk profile and any existing advice or structures. The goal is to surface the real issue behind the symptoms and test different options live on the call.

Written Diagnostic Memorandum

Within a few business days you receive a concise written memorandum, normally four to six pages, that:

• Summarises your current position in plain English
• Sets out the key risks and opportunities as we see them
• Explains the main options available, including pros, cons and practical implications
• Recommends a preferred path with an implementation sequence
• Highlights any trust or holding-structure considerations, where relevant
• Flags any specialist tax or legal sign-offs that would be prudent in your home country

If the question touches trusts or long-term asset protection, the memo will explicitly address whether a trust actually makes sense for you at this stage, how it would sit above your companies, and what practical changes it would create for banking, reporting and control.

High-level structure diagram

Where useful, we include a simple diagram that shows your current layout and the proposed structure or flow of funds. Clients often share this with their accountants, lawyers or banks to support further conversations.

Q&A follow-up

After you receive the memo you can ask clarifying questions by email so that you leave the engagement with genuine confidence about your next steps.

How the process works

1. Application and fit check
2. You submit a short application and outline the problem you want to solve. If we do not believe we can add meaningful value, we will say so and will not accept the engagement.
3. Onboarding and payment
4. Once accepted, you receive a simple service letter and payment link. On payment, we send the intake form and schedule your diagnostic call.
5. Diagnostic call
6. We complete the ninety-minute session over microsoft teams. The call is recorded for your internal use if you wish.
7. Written memo and diagram
8. We prepare and deliver your diagnostic memorandum and, where appropriate, a structure sketch.
9. Decide your next move
10. You can implement the plan with your own advisers, or instruct us to handle a larger implementation project if one is required.

Investment and upgrade path

The fee for the Single Issue Diagnosis is £1,500 plus VAT where applicable, payable on acceptance of the engagement.

If you proceed to a full Entrepreneur Structuring Blueprint within sixty days, we credit the full diagnosis fee against that larger mandate. In other words, the diagnosis becomes the first phase of your wider project rather than an extra cost.

Why clients choose this engagement

Clients use the Single Issue Diagnosis when they want a clear, defensible answer from a team that lives and breathes international structuring, rather than piecing together opinions from banks, forums and generic advisers.

You get:

• Senior-level thinking without committing to a six-figure project
• A written document you can rely on and share with other professionals
• A concrete decision on what to do next, and what not to do
• The option to roll directly into a full structure build once you are ready

Next step

If you have a single issue that is too important to guess on, complete the short application and select Single Issue Diagnosis as your engagement type. We will review your situation, confirm fit, and schedule your diagnostic session.