From first round to liquidity event — structured to hold.
Pre-sale structuring, founder mobility, and the cross-border vehicles your buyer's lawyers will read on the closing day. Director-led, written, defensible.
Most founders don't lose value at sale. They lose it twelve months before.
The decisions that determine your effective tax position on a sale are made long before the buyer is identified — share class structure, residency, holding-vehicle jurisdiction, founder relief eligibility. We work with founders from pre-Series B through five years post-close. Half our founder mandates close inside eleven weeks; the other half are multi-year retainers running across the founder's holding company, family trust and post-sale family office.
Four questions every founder needs answered in writing.
What is my position today?
Residency, share structure, founder reliefs available, CFC exposure on offshore companies, exit-tax exposure if moving. Written diagnosis in five business days.
What changes if I sell in 12 months?
Modelled scenarios across base case, buyer-driven roll-over, earn-out structures and partial roll. Tax outcome quantified for each.
Where should the holding vehicle sit?
BVI, Cayman, UAE, Singapore, Cyprus — modelled against your existing residency and the most likely buyer's jurisdiction. Banking pre-qualified before formation.
What about the family after the sale?
Trust and foundation structures, generational continuity, mobility for family members, family-office set-up when liquidity demands it.
The service lines this audience uses most.
Each service is owned by a named director. The same services exist across our full firm — these are the ones this audience engages most often.
Deal & Exit Structuring
Pre-sale structuring for founders facing 7-, 8- or 9-figure liquidity events.
Offshore Company Formation
BVI, Cayman, UAE, Singapore, UK, Delaware, and 75 more, onshore and offshore. Banking-ready entities with documented substance.
Trusts & Foundations
Discretionary, fixed-interest, purpose, and reserved-power trusts. Panama and Nevis foundations.
International Banking
Introductions to 25+ active private and corporate banks across the UK, EU, GCC, APAC, Caribbean and US.
Tax Residency Planning
Establish defensible tax residency in zero-tax jurisdictions. UAE, Monaco, Cayman and more.
Family Office Advisory
Single- and multi-family office set-up, governance and operations across jurisdictions.
The jurisdictions this audience uses most often.
We hold active relationships with formation agents, regulators, banks and counsel in each. Other jurisdictions available on engagement.
Residency and citizenship routes that fit this audience.
What founders ask in the first call.
Get a written diagnosis
Five days to a written diagnosis. Eight weeks typical to implementation. Director-led throughout.