How It Works
Engagement & Pricing
A private-office model, not transactional consulting. I work with a select number of clients under long-term advisory mandates.
The Process
How Engagements Work
Structural Audit
Full assessment of existing entities, assets, exposure, and inefficiencies. This is the foundation. Without clarity on what currently exists, no meaningful architecture can be designed.
Architectural Blueprint
A comprehensive fiscal design aligned with long-term objectives. Not a report, but a structural plan governing entity design, tax positioning, asset allocation, and succession framework.
Implementation Oversight
Coordination with accountants, lawyers, insurers, and other professionals. I act as structural lead, ensuring implementation reflects the blueprint, not improvisation.
Ongoing Stewardship
Continuous refinement as assets, laws, and objectives evolve. Architecture is not static. Regular review ensures the structure remains optimal as circumstances change.
Engagement Philosophy
I work with a select number of clients under long-term advisory mandates. This is a private-office model, not transactional consulting.
If you value discretion, precision, and structural foresight, we may be aligned.
This is not for everyone
The services are not suited for:
- —Transaction-only engagements
- —Short-term tax minimization
- —Clients unwilling to implement structure and discipline
“I work with clients who understand that wealth without architecture is unstable.”
Investment
Engagement Tiers
Complimentary
Fiscal Architecture Assessment
No Fee
30-Minute Session · By Application Only
- ✓Brief overview of your current financial and structural position
- ✓Initial identification of structural gaps or opportunities
- ✓Determination of fit and engagement suitability
- ✓No commitment required
— Application required
— Limited availability
— By appointment only
Tier 1
Diagnostic Only
$4,000 CAD
90-Minute Fixed-Fee Assessment
- ✓Comprehensive review of existing structure
- ✓Identification of key vulnerabilities and inefficiencies
- ✓Architectural direction and recommendations
- ✓Written summary of findings
— Fixed fee
— Non-refundable once booked
— 90 minutes
Tier 2
Diagnostic + Execution Oversight
$12,000 – $20,000
Project-Based Engagement
- ✓Everything in Tier 1
- ✓Architectural blueprint preparation
- ✓Coordination with your accountants, lawyers, and insurers
- ✓Oversight of implementation to ensure blueprint fidelity
- ✓Review at implementation milestones
— Other professionals execute under architectural direction
— Scope determined after diagnostic
Tier 3
Annual Fiscal Architect Retainer
$25,000 – $50,000+
Ongoing Annual Mandate
- ✓Everything in Tier 2
- ✓Annual full structural review and re-architecture
- ✓Priority access and response
- ✓Proactive identification of structural opportunities
- ✓Representation in advisor coordination
- ✓Estate plan maintenance and updates
— Priority access
— Annual balance sheet re-architecture
— Continuous stewardship
All engagements begin with The Fiscal Architecture Diagnostic ($4,000). Subsequent tiers are available following the initial assessment and mutual agreement to proceed.
First Step
Schedule Your Diagnostic
The diagnostic is the only entry point. It sets the architectural foundation for everything that follows.
Schedule a Diagnostic ($4,000)