Advisory Notes
How we think, plan and structure mandates — documented as advisory notes for clients and principals who want to understand the principles behind our advisory approach, not just the outputs.
Advisory Note Categories
- Mandate design & planning principles
- Structuring philosophy & decision frameworks
- Governance design methodology
- Due diligence & selection approach
- Reporting & oversight standards
- Cross-border execution principles
Topics & Content Areas
Mandate Design Notes
How we approach mandate design — from initial objective-setting through to documented constraints, permitted instruments and performance standards. Notes that explain the logic behind the frameworks we build.
Structuring Philosophy
Our approach to wealth and capital structuring — the principles we apply when designing holding architectures, SPVs and cross-border arrangements. Why we make certain jurisdictional choices and how we document the rationale.
Governance Methodology
How we design governance frameworks — from delegation of authority matrices through to board composition and reporting cadence. The methodology behind the governance documents we produce.
Due Diligence Approach
Our approach to manager due diligence, counterparty assessment and structural review — the questions we ask, the documents we examine and the red flags we screen for.
Reporting Standards
The standards we apply to reporting framework design — what should be reported, to whom, in what format and at what frequency. The principles behind consolidated wealth reporting and investment performance presentation.
Execution Principles
How we approach cross-border execution — documentation standards, banking coordination, regulatory sequencing and the project management discipline we apply to complex multi-jurisdiction mandates.
How We Think
Advisory notes are our way of being transparent about how we think. The best client relationships are built on shared understanding of methodology — not just on trust in outputs.
When you understand why we design structures the way we do, you can engage more effectively with the advisory process, ask better questions and make more informed decisions. That is the purpose of every advisory note we publish.
Principles Behind Our Advisory Notes
- Methodology transparency — explain the why, not just the what
- Applicable frameworks — principles that transfer to your situation
- Honest perspective — including where there is no easy answer
- Evidence-based — grounded in regulatory reality and advisory experience
- Accessible — sophisticated but not unnecessarily technical
Note Format
- The question or issue the note addresses
- Our analytical framework for thinking about it
- Practical application to common scenarios
- What to look for in your own structure or mandate
- Next steps if this is directly relevant
Advisory Disciplines Covered
- Capital structuring & holding design
- Investment mandate & governance
- Private wealth & family office
- Cross-border execution & compliance
- Banking readiness & KYC
- Reporting & audit trail standards
Finding What You Need
Browse by Discipline
Select the advisory discipline — structuring, governance, investment, reporting — most relevant to your current question.
Understand the Framework
Each note explains not just what we do, but why — giving you the analytical framework to apply to your own situation.
Identify Gaps
Use advisory notes to identify gaps in your current structure or governance — areas where your approach differs from best practice.
Engage the Team
When an advisory note surfaces a specific question or gap in your structure, engage our team to address it directly.
Frequently Asked
Want Advisory Notes Tailored to Your Mandate?
Beyond our published notes, we produce private advisory memos for clients on specific structural or governance questions. Speak with us about what would be most useful.