Insights, guides & briefings.
Working papers from our directors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
Read the files →Results
BVI or Cayman in 2026: a practical comparison, not a brochure
Both are stable, English-law, zero-tax jurisdictions with strong professional infrastructure — and they are not interchangeable. This guide compares the BVI and the Cayman Islands on the criteria that actually decide the answer: use case, cost, banking, funds, substance and exit.
EU payment rails in 2026: EMI, PI, CASP — and which one you actually need
Founders routinely apply for the wrong European licence and lose eighteen months finding out. EMI, payment institution, CASP and the incoming PSD3 perimeter authorise different things, cost different amounts and open different banking doors. This guide maps activity to licence, and licence to rails.
iGaming in 2026: licensing, acquiring and the payments chain that decides your margin
An iGaming licence is the easy part. The hard part is card acquiring, payment service providers, chargeback ratios and the banking chain behind them. This guide sets out how licence choice constrains payments, and how to sequence a launch so the rails exist before the product does.
Multi-bank redundancy: why one account is now a single point of failure
De-risking exits arrive by email with thirty days' notice and no appeal. A single banking relationship is now an operational risk in its own right. This guide sets out how to build a two- or three-bank architecture across different jurisdictions, regulators and correspondent networks — and what it costs to run.
Pre-exit housekeeping: the eighteen months that decide what you keep
Value is lost at exit in diligence, not in negotiation. This guide sets out what to fix eighteen months before a sale — cap table, IP ownership, intercompany agreements, residence and tax position — and which of those changes stop being available once a buyer is in the room.
Economic substance in practice: what inspectors actually ask for
Substance rules are no longer a form-filling exercise. Registries in the BVI, Cayman, the UAE and the Channel Islands are running real inspections and issuing real penalties. This guide sets out, activity by activity, the evidence that satisfies an inspector — and the evidence that does not.
The 2026 guide to offshore company formation
Offshore company formation in 2026 is no longer about choosing the cheapest register. BVI, Cayman, UAE free zones, Singapore, Delaware and the Channel Islands each solve different problems — and each carries different banking, substance and reporting costs. This director-level guide walks through jurisdiction fit, opening accounts, keeping the structure alive, and the exit routes we plan for from day one.
A guide to private banking onboarding for HNW clients
Tier-one private banks in Singapore, Hong Kong, Monaco, Zurich and Geneva have narrowed their acceptance criteria significantly since 2023. Source-of-wealth documentation, structure diagrams, tax residency and expected activity all need to arrive in a single, coherent file. Prepared properly, an HNW onboarding still funds in 60 days. This guide covers exactly what the relationship managers want to see.
The single-family-office set-up checklist
Setting up a single-family office is a governance exercise as much as a legal one. Structure, licensing, jurisdiction, staffing, technology, reporting cadence, custody and banking all have to line up before the first investment is booked. This is the working checklist we take every new SFO principal through, sequenced in the order that avoids expensive rework six months in.
Every insight starts as a real client file.
If a piece here maps to your situation, the fastest next step is a director call — written diagnosis in five business days, fixed-fee from the first line.