The Readiness Review · For families expanding or relocating
Identify where ownership, business and family arrangements may need attention as your circumstances change.
A private review of how your business, wealth and family are prepared for what comes next.
When it’s worth a closer look
Residence has changed, but companies, trusts and wills may still assume the old country.
The next generation may end up under different rules from their parents.
New assets bring new questions about who owns them and how they pass on.
The outcome
Specific to your situation, and agreed in scope before the work begins.
Which arrangements still fit the countries you now live and invest in.
Where cross-border questions need specialist advice.
What to update first, and who should be involved.
What you receive
How the relevant businesses, assets, ownership arrangements and family responsibilities fit together.
Gaps, dependencies and unanswered questions that could affect continuity or future plans.
What needs attention, which decisions come first, and where existing advisors or specialists should be involved.
Scope is agreed at the outset. Implementation and specialist advice are defined separately.
How it works
Discuss your circumstances, the questions to explore and who should take part.
Review the agreed information, involving your existing advisors where useful.
Discuss the findings and whether further work would add value.
Specialist implementation and principal counsel on retainer are separate engagements. Neither is a condition of the review.
No. The review looks at the arrangements you have now and where they no longer fit, whenever the move happened.
Yes. We work alongside your existing advisors and agree who is involved as part of the scope.
Fees, timing and deliverables are agreed with you before any work begins, based on the size and complexity of your arrangements.
We agree how documents will be shared before any detailed information is exchanged. Your first message only needs a general outline.
