Engagement & pricing
Priced for advice, not for closing.
We publish our fees, because the price is the point. You are paying for judgement, so what we charge never changes with which program, property or fund you choose. The number below is the whole number; third-party costs pass through at cost.
Start small
You don't have to commit to a full engagement to get value.
Begin with a small, fixed-fee step. Each one credits toward the next, so the money you spend learning is never wasted.
Program-Fit Report
A written, flat-fee read on which of the programs we track actually fit your goals, budget and family, and which to rule out. Built from the same data behind our tools.
Delivered in days. Credited toward a Strategy Session.
Get the reportStrategy Session
A working call, plus a written architecture: your shortlist, the all-in cost picture, and the sequence to get there.
Credited toward The Blueprint or a mandate.
Book a sessionThe full engagement
When you are ready to move.
The Blueprint
Paid eligibility and cost audit
$3,500 – $15,000
Credited in full toward The Mandate if you proceed.
- Eligibility and source-of-funds readiness review
- Full five-year all-in cost model, not the headline minimum
- Exit and downside analysis
- A jurisdiction-agnostic shortlist, with the reasoning shown
The Mandate
The full case, managed end to end
$25,000 – $60,000+
Flat fee by complexity and family size, never by investment amount. Government and due-diligence costs pass through at cost.
- Program selection and sequencing, jurisdiction-agnostic
- Application coordinated and project-managed to approval
- Vetted local counsel, tax advisers and escrow brought in and managed
- Honest timeline tracking as rules and backlogs shift
The Steward
Annual compliance and renewal
$6,000 – $25,000 / yr
Attached to every mandate, billed monthly. Keeps your status valid as programs change.
- Day-count and physical-presence tracking
- Renewals, biometrics and reporting handled
- Program rule-change monitoring and alerts
- First call when a new opportunity or risk appears
Every mandate closes with The Steward, so your status stays valid as programs change. See the full policy and what the commission-funded firms quietly earn on how we get paid.
Why the price works this way
You pay us. No one else does.
Our fee comes from you, never from a government, a developer or a fund. Nothing about which program we recommend changes what we earn.
The fee does not move with the program.
Whether you choose a $90,000 contribution or a $250,000 one, the mandate fee is the same. That constancy is the proof there is no thumb on the scale.
Third-party costs pass through at cost.
Government fees, due diligence and any required local-agent costs are billed at cost, with receipts. We never mark them up.