Free · Followed by a free 30-minute qualifying call

Your Snapshot.

A brief structured intake covering how your assets are held, where they sit, and how they are controlled. The questionnaire is open, free, and requires no identifying information. Where your assets exceed USD 5 million, book your free qualifying call after completing it.

A · Jurisdictional Exposure
Primary tax residency*
A · Jurisdictional Exposure
In which jurisdictions are the majority of your financial assets custodied?*
Select all that apply.
A · Jurisdictional Exposure
Is more than 70% of your total portfolio exposed to a single legal jurisdiction?*
B · Custody & Counterparty Structure
How many independent custodians / banks / brokers hold your assets?*
B · Custody & Counterparty Structure
Do you directly control any assets (self-custody, direct title, private key control, physical possession)?*
B · Custody & Counterparty Structure
Are any material assets subject to leverage, margin, structured lending, or counterparty dependency?*
C · Structural Compartmentalization
Are significant assets held through formal legal structures (trust, foundation, holding company)?*
C · Structural Compartmentalization
Are operating risks (business exposure, professional liability) legally separated from your personal asset base?*
D · Liquidity Under Stress
If access to your primary banking jurisdiction were temporarily restricted, would you retain meaningful liquidity elsewhere?*
D · Liquidity Under Stress
What percentage of your portfolio is tied up in illiquid assets (private equity, operating business, real estate, long lock-ups)?*
E · Concentration & Continuity
What percentage does your single largest asset represent of your total portfolio?*
E · Concentration & Continuity
Do you have cross-border estate or succession planning in place?*
E · Concentration & Continuity
If your heir used your keys or signing devices tomorrow, who would get legal title to the assets?*
A key gives factual access, not ownership. Who takes title decides whether an heir who moves the assets is entitled to keep them.
F · Contextual Calibration · Optional
What is the primary concern driving this assessment?
Optional. Used only for contextual calibration.
F · Qualification
Approximate net value of the assets you would want structured*
Our engagements are designed for clients with assets above USD 5 million, and the free qualifying call is offered on that basis. A band identifies no one.
Contact · Optional
Leave your email if you would like us to follow up.
Optional. Where a qualifying call is offered, you can also book it directly after submission. Your responses are treated as strictly confidential.
✓
Your answers have been recorded.

The next step is your free 30-minute qualifying call. We review your responses before the call and talk through where your exposure sits, with the person who would do the work. No fee, no obligation.