How we work
The UNTITLED Sherpa® process
Comprehensive and confidential support, from start to finish
Our process
Step 1Comprehensive assessment
We understand your structure, assets, and objectives.
Step 2Strategic planning
We design your personalized roadmap.
Step 3Coordination & execution
We implement and oversee every step.
Step 4Ongoing review
We adapt your strategy to changes and new opportunities.
Additional solutions
Our goal is to work as a team, to ensure every decision is implemented in the best possible way from a wealth planning perspective.
- Selection of optimal jurisdictions and seasoned providers.
- Negotiation of terms and fees with third parties.
- Coordination and oversight of all contracted services.
- Coordination of relationships with specialists in other areas (e.g., immigration, real estate) and in jurisdictions where we do not operate directly.
- Personalized and continuous support from our senior professionals with high availability.
- Critical review of financial strategies implemented by other advisors to ensure tax efficiency and consistency with overall planning.
- Ongoing review of structures, tax strategies, and life insurance arrangements.
- Continuous strategic advice in legal, fiduciary, and international tax matters.
Schedule your initial consultation
Tell us about your goals, and let’s discuss a tailored plan for you.
