Services
Consulting scoped to the decisions in front of you
Engagements are analytical and advisory. We prepare findings, frameworks and options; the client retains every decision, and regulated activity remains with appropriately regulated providers.
Advisory scope
Ten areas of consulting practice
Most mandates combine several of these. The emphasis is determined by the client's structure, not by a fixed service package.
Strategic Asset Allocation Consulting
Structural review of how capital is distributed across asset classes, currencies, geographies and liquidity tiers, framed against stated objectives, constraints and tolerance for loss.
- Objective and constraint definition
- Asset-class framework design
- Currency and jurisdiction considerations
- Documented allocation rationale
Portfolio Review & Diagnostics
An independent read of an existing portfolio: what it actually holds, what it is exposed to, and where structure diverges from intent.
- Holdings and look-through analysis
- Overlap and hidden correlation review
- Cost, complexity and product-structure assessment
- Gap analysis versus stated objectives
Traditional Asset Strategy
Consulting across public equities, fixed income, funds and ETFs, private markets, real assets, commodities and cash management.
- Portfolio architecture and diversification
- Fixed-income and duration considerations
- Manager and product assessment
- Macro and market context
Digital Asset & Crypto Strategy
Sober, structured consulting on digital-asset exposure: whether it is appropriate, how it might be sized, and how it should be held and controlled.
- Suitability and sizing frameworks
- Custody architecture options
- Exchange and counterparty review
- Integration with traditional holdings
Risk Mapping & Scenario Analysis
Identification and articulation of the risks a position actually carries, tested against adverse but plausible scenarios.
- Market, liquidity and counterparty risk mapping
- Concentration and single-point-of-failure review
- Stress and drawdown scenarios
- Risk-tolerance calibration
Market Intelligence & Research
Considered research notes and thematic analysis prepared for a client's specific decisions rather than general distribution.
- Macro and policy context
- Asset-class structural themes
- Digital-asset market structure
- Bespoke question-led research
Liquidity and Treasury Consulting
Planning around cash requirements, buffers, banking relationships and the practical availability of capital when needed.
- Liquidity laddering and buffers
- Currency and settlement considerations
- Banking and payment-rail redundancy
- Corporate treasury policy input
Due Diligence and Counterparty Review
Structured assessment of the institutions, platforms, products and providers a client depends upon.
- Counterparty and platform review frameworks
- Product documentation analysis
- Operational and control questions
- Concentration of provider dependency
Family Office & Entrepreneurial Wealth Consulting
Support for families, founders and closely held businesses where personal and corporate balance sheets are intertwined.
- Consolidated view across entities
- Pre- and post-liquidity-event structuring questions
- Governance and decision protocols
- Next-generation involvement and education
Coordination with External Regulated Providers
Acting as an analytical counterpart to a client's professional network, so that regulated work is properly briefed and consistently executed.
- Legal, tax and accounting coordination
- Banking, brokerage and custody liaison
- Regulated investment provider interaction
- Consistent documentation across advisers
How we work
A consistent method, applied to each mandate
The sequence rarely changes. What changes is depth, and the range of counterparties and jurisdictions involved.
- 01
Initial conversation
Scope, objectives and jurisdictional context established. We confirm whether consulting is appropriate and where regulated advisers are required.
- 02
Information gathering
Existing structure, holdings, entities, providers and documentation reviewed to build a consolidated picture.
- 03
Analysis and risk mapping
Concentration, liquidity, counterparty and operational exposures identified and tested against adverse scenarios.
- 04
Findings and options
A written assessment setting out observations, options and trade-offs in plain language, with assumptions stated.
- 05
Implementation support
Where instructed, we brief and coordinate with the client's regulated legal, tax, banking, brokerage and custody providers.
- 06
Periodic review
Frameworks revisited at agreed intervals or when circumstances, markets or regulation change materially.
Engagement formats
Three ways to work with us
Scope, deliverables and fees are agreed in writing before any work begins.
Strategic Review
Project-Based Mandate
Ongoing Advisory Retainer
Scope note