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Illustrative scenarios

How these situations are approached

Four composite scenarios drawn from patterns we see repeatedly. They illustrate method, not outcomes, and no figure here should be read as a promise.

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These are illustrative composites written to show how a situation is analysed. They are not records of specific client engagements, and no detail should be taken as referring to any identifiable family. Outcomes depend entirely on individual circumstances, on approval by the relevant authorities, and on advice from qualified counsel in each jurisdiction involved. Nothing here is a projection of what your own situation would produce.

01Cross-border ownership
A trading group held in four personal names

A CIS family had built a trading business with entities in three countries, all held personally by the founder and two adult children. No shareholders agreement existed, and two of the entities had lending covenants nobody had reviewed in years.

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02Succession
Intentions that had never been written down

A founder in his seventies had clear views about which child would run the business and how the others would be provided for. He had discussed it with each of them separately, in different terms, over several years.

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03Operating layer
A structure with no business underneath it

An entrepreneur arrived having already established a holding vehicle on the advice of an introducer, intending to run a consultancy and an e-commerce line from it.

Read how it was approached →
04Banking
An account application declined without explanation

A family with a newly established structure had been declined by two private banks. Neither gave a reason, and the family assumed the problem was their nationality.

Read how it was approached →

None of these is your situation

They are patterns. Yours will differ in the details that matter most, which is why the first conversation is about you rather than about us.

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