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Pricing

Packaged pricing for predictability. Exact scope depends on assets and complexity.

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Implementation Pricing

Pricing reflects complexity, asset count, jurisdiction count, urgency, and whether the engagement is planning-only or includes implementation coordination. The ranges on this page are directional. Exact scope is set after intake.

  • Domestic

    Domestic Shield

    Best suited for clients whose exposure can likely be addressed through insurance optimization, domestic segmentation, entity hygiene, trust review, and governance work without an offshore component.

    $15,000–$35,000

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  • International

    International Layer

    Best suited for clients who may need domestic architecture plus selected offshore planning, foreign fiduciary coordination, foreign-jurisdiction administration, or more complex governance and reporting discipline.

    $35,000–$75,000

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  • Enterprise

    Multi-jurisdiction Enterprise

    Best suited for clients with one or more multi-jurisdictional businesses, significant liquidity, multi-state or multi-country assets, family governance complexity, or counterparties requiring a more sophisticated control architecture.

    $75,000–$200,000+

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Ethics & legality: We do not accept matters seeking to evade taxes or hinder known creditors.