02 Build

From Blueprint to working structure.

Turn the agreed Blueprint into an operational structure.

A design only protects you once it exists in law and in practice. The Build forms the entities, drafts the instruments, sets up custody, moves the assets and briefs the people who will have to act. We direct the specialist counsel and licensed agents in each jurisdiction, so that you deal with one firm and one accountable lawyer from instruction to handover.

Aerial view of a single house on a rocky headland between pine forest and open water

Deliverables

What the Build delivers.

The exact list comes from your Blueprint. A typical Build delivers some or all of the following.

Vehicles

  • Trusts, foundations, holding companies and special purpose vehicles, formed in the jurisdictions the Blueprint selects
  • Trustee, council member and protector appointments, with the selection made on your behalf and documented
  • Bank and custody relationships opened in the names the structure requires

Instruments

  • Trust deeds, foundation charters and by-laws, shareholder arrangements
  • Wills coordinated across the jurisdictions that matter, and lasting powers of attorney
  • Letters of wishes and successor instructions

Control and custody

  • Signing authorities and thresholds, set up with each institution
  • Where digital assets are in scope: the multisignature or timelocked wallet, the key ceremony and the recovery procedure. We never hold a key.
  • Migration of existing holdings into the new structure, in an order that keeps you liquid throughout

Handover

  • The structure file: every document, appointment, signer and renewal date in one place
  • A continuity protocol for the family: whom to call and what happens if you cannot act
  • Successor onboarding, so that the people who will one day act know what exists and what to do

Process

How the Build runs.

01

Fixed-price quote

The Blueprint ends with a Build proposal: the workstreams, our fee for each, the third-party providers we propose and their estimated costs, and a timetable. Nothing starts until you agree it.

02

Providers selected and instructed

We select the trustees, registered agents and local counsel, and instruct them on your behalf. Where you already have trusted advisers, we work with them.

03

Formation and drafting

Entities are formed and instruments are drafted and reviewed with you. Two rounds of revisions per core instrument are included.

04

Migration and set-up

Accounts are opened, custody is configured and holdings are moved, in the sequence the roadmap sets.

05

Handover

A handover meeting, the structure file, and a first walk-through of the continuity protocol with the people it names.

Most Builds take two to six months. The pace is usually set by third parties: bank onboarding, trustee acceptance and government processing.

Fees

How the Build is priced.

USD, typical15,000to 50,000+

Professional fees, quoted after design.

  • Quoted after design. We do not price a Build before the Blueprint exists, because until then nobody knows what it involves.
  • Fixed by workstream. Each workstream has its own fee, so you can phase the work or leave parts out.
  • Separately from Architect. The Architect fee is earned on delivery of the design and is not offset against the Build.
  • Milestone billing. 40 per cent on instruction, 40 per cent when the core instruments are settled for signature, 20 per cent on handover.
  • Third-party costs at cost. Trustee, registry, government, programme and local counsel fees are estimated in the proposal and passed through without mark-up.

Indicative fees by workstream

Afterwards

After the Build.

A structure starts to drift the day it is finished. Timelocks approach expiry, a trustee changes, a child turns eighteen, a country changes its reporting rules. Stewardship keeps the structure current and coordinated, and at the Premium level tests whether it works. It is optional, and a separate decision from the Build.

Next step

Every Build begins
with a Blueprint.

If you already have a design from another adviser, we can review it within an Architect engagement rather than starting again. The first step is the same: the free Snapshot and a 30-minute qualifying call. Clients who want continuing advice alongside the Build retain us as Standing Counsel.