A Structured Approach to Cross Border Legal Work.

Step 1: Scoping Engagement

Every new matter begins with a paid scoping engagement. This is a focused, structured process where we:

• Review your current structure, objectives, and relevant documents
• Identify the legal, tax, immigration, and estate issues that apply to your situation
• Assess risks, gaps, and opportunities
• Define a clear path forward

The purpose of the scoping engagement is to replace uncertainty with a defined strategy. At the end of this process, you will understand:

• What issues need to be addressed
• How those issues interact
• What the recommended structure or approach is
• What the next steps involve

This is not a preliminary call. It is substantive work that forms the foundation of everything that follows.

Step 2: Strategy and Plan

Following the scoping engagement, we provide a structured plan tailored to your situation. Depending on the matter, this may include:

• Recommended entity structures and ownership arrangements
• Coordination with tax planning considerations
• Immigration strategy aligned with business operations
• Estate planning considerations for U.S. assets
• Required filings, registrations, or legal processes

Where appropriate, we coordinate with your accountants and other advisors to ensure alignment across jurisdictions.

Step 3: Implementation

Once the strategy is defined, we proceed with implementation. This may include:

• Forming or restructuring U.S. entities
• Preparing and reviewing corporate and commercial documentation
• Handling U.S. immigration applications
• Administering probate proceedings
• Preparing estate tax filings and securing transfer certificates
• Coordinating U.S. real estate transactions

Because the structure has already been defined, implementation is more efficient and focused.

Ongoing Advisory

Many clients continue to work with us after implementation. We provide ongoing advice as your business or personal circumstances evolve, including:

• Expansion of U.S. operations
• Changes in ownership or structure
• Additional immigration matters
• New acquisitions or dispositions of U.S. assets
• Estate and succession planning

What to Expect

• Direct, practical advice
• A coordinated approach across legal disciplines
• Clear recommendations, not open ended analysis
• A defined process from the outset

We focus on helping you make informed decisions and implement them effectively.

Who This Approach Is For

This approach is well suited for clients who:

• Have cross border business or investment activities
• Need coordinated advice across multiple legal areas
• Value planning and structure at the outset
• Are looking for a long-term advisor, not one-off transactional support