Wealth Design & Management

• Map existing income streams (salary, business profits, contract work, royalties, allowances).
• Identify constraints (employer rules, time capacity, contract limitations, conflict-of-interest risks).
• Select feasible income diversification routes that are legitimate and sustainable. 

•  Translate skills into sellable offers (consulting packages, advisory retainers, fractional roles, project-based services).
• Define pricing logic (starter offers vs premium offers).
• Create “Proof-of-Work” strategy (work samples, case studies, short demos) to reduce trust friction.

To unlock higher-value opportunities, clients often require stronger positioning and credibility signals. This includes:

• Positioning statement (what you do, who you do it for, outcomes you deliver).
• CV + cover letter overhaul aligned to target opportunity types.
• LinkedIn optimization aligned to searchability, authority, and lead conversion.
• “Voice + visibility” plan: what the client should publish or show to prove expertise (without requiring a full content engine).

• Board/advisory readiness and onboarding to relevant platforms.
• Independent consulting/freelance/fractional platforms shortlist.
• Outreach playbook: targeted applications, warm introductions, and networking cadence.

• Practical checklist to ensure compliance and avoid penalties
• Decision map: which actions trigger tax implications
• Coordination approach with licensed tax advisors where required

• When it may be appropriate to invest personally vs via structures (e.g., companies)
• How structure choices affect control, documentation, tax outcomes, and risk
• Basic structuring pathways for different client types (salaried, entrepreneur, mix etc.)

• Will, nominations/beneficiaries, asset titling considerations, guardianship questions
• Documentation discipline and periodic update logic

We support clients navigating or planning for complexity, including:

• Divorce/separation risk and asset exposure
• Shareholder disputes in companies where the client holds equity
• Family disputes and inheritance contestation risk
• Cross-border complications (diaspora, dual residency, asset location mismatch)