PRIVATE CLIENT SERIES — WORKING INSTRUMENTS
Four working instruments for principals and families: match your situation to the structure that actually fits it, measure how exposed your wealth is to a single jurisdiction, test whether your succession would survive contact with reality, and stress the portfolio against inflation and a severe jurisdiction event. Qualitative inputs and index units only. Nothing leaves this page unless you submit it.
Confidential working instruments. No names, no figures, no account data processed.
INSTRUMENT 01 Principals · Families · Founders
Trust, foundation, holding, family office, insurance wrapper - each answers a different question, and most expensive mistakes begin with buying the structure a neighbour has rather than the one the situation requires. Ten questions rank six structures against your circumstances. The right answer is often a combination; the wrong answer is always a template.
Every structure listed operates within full reporting transparency - CRS, FATCA, and the disclosure rules of your residence jurisdictions. Structuring changes who holds, governs, and succeeds to assets. It does not change what is reported.
INSTRUMENT 02 International Families · Entrepreneurs
Wealth built over a lifetime can be immobilised by a single jurisdiction in a season: capital controls, litigation, a change of government's mood. Sixteen questions across four dimensions measure how much of your position depends on one system continuing to behave. The output is a resilience profile and the dimension where your exposure is concentrated.
Lawful diversification is the subject of this instrument - assets held transparently, reported fully, and positioned so that no single jurisdiction's difficulties become your family's.
INSTRUMENT 03 Families · Business Owners
Most estates are not lost to markets. They are lost to silence: heirs uninformed, wills unaligned across jurisdictions, a business with no agreed successor, liquidity absent when the tax falls due. Sixteen questions across governance, legal instruments, financial organisation, and family alignment establish whether your succession is a plan or an assumption.
INSTRUMENT 04 Principals · Treasurers of Family Wealth
An index portfolio of 100 units. Set the concentration, currency, liquidity, and leverage of your position, then apply five years of elevated inflation and a severe jurisdiction event - the abstracted composite of capital controls, banking stress, and confiscatory measures that history supplies at intervals. The output is what remains.
100Preserved wealth index of 100
ENGAGEMENT
If any result above deserves a conversation, open a structured channel. Every instrument you completed attaches its profile to the enquiry automatically - your relationship discussion starts at the substance, not the introductions.
