Implementation Playbook

Implementation is where most plans fail—not because documents are wrong, but because sequencing and operations don’t match the paperwork.

Step 1 — Asset + ownership maps

• List assets and how titled
• Identify dangerous vs safe assets
• Map control and signatories

Step 2 — Domestic segmentation first

If one rental can contaminate your entire portfolio, offshore layers won’t save you.

Step 3 — Custody reality

A structure is only as offshore as its administration and custody.

Step 4 — Formation + operating docs

• Form entities and draft OAs aligned to architecture
• Separate accounts and bookkeeping
• Retitle assets in documented sequence

Step 5 — Evidence discipline

Maintain records of timing, solvency, and lawful purpose.

Step 6 — Governance kit + annual plan