Senior-led, jurisdiction-agnostic engagements for complex situations.
Strategic Advisory is our most senior engagement model, designed for family offices, HNW principals, and clients whose situation does not fit neatly into a single residence or citizenship application. A strategic advisory engagement starts not with a programme, but with a client objective.
When this engagement makes sense
- Multi-jurisdiction families — spouses with different nationalities, children educated abroad, holdings spread across several tax jurisdictions.
- Pre-exit planning — an upcoming liquidity event where pre-migration tax structuring matters more than the migration step itself.
- Successor planning — a multi-generational transfer where the next generation’s residence or citizenship needs to be settled before the asset transfer occurs.
- Politically exposed individuals — where heightened due-diligence sensitivity requires programmes and counsel chosen with care.
- Comparative reviews — when a single programme cannot answer the question and a jurisdiction-by-jurisdiction comparison is the deliverable.
What\’s different about this engagement
Strategic Advisory is run on a hourly or fixed-fee retainer, separate from our success-fee programme advisory. We are paid for our analysis, not for placing you into a programme. Our deliverables are written and substantiated — comparative tables, decision memoranda, side-letters with counsel — rather than a single application file.
A typical Strategic Advisory engagement runs four to twelve weeks before any application activity begins. The intake includes a confidential interview, a review of existing tax and corporate structures (in collaboration with your existing counsel), and a written recommendation that lists the two or three viable paths and our reasoning for ranking them.
Who works the file
Strategic Advisory engagements are led personally by one of our senior advisers and supported by jurisdiction-specific legal counsel as required. The lead adviser remains your single point of contact from the first conversation through any subsequent application, with full continuity of file knowledge.
Frequently Asked
Common questions
When does Strategic Advisory make more sense than programme advisory?
Strategic Advisory is right when the question cannot be answered by a single programme — multi-jurisdiction families, pre-exit planning, succession planning, comparative reviews, or politically sensitive situations. It starts with a client objective and ends with a written recommendation.
How is Strategic Advisory billed differently?
Strategic Advisory runs on an hourly or fixed-fee retainer, separate from our success-fee programme advisory. We are paid for our analysis, not for placing you into a programme.
Who leads the engagement?
Strategic Advisory engagements are led personally by one of our senior advisers from the first conversation through any subsequent application. The lead adviser remains your single point of contact with full continuity of file knowledge.
What deliverables should I expect?
Comparative tables, decision memoranda, side-letters with counsel — not a single application file. Deliverables are written and substantiated, suitable for circulation to your existing tax advisors, family-office principals or board.
How long is a typical engagement?
Four to twelve weeks before any application activity begins. Intake includes a confidential interview, a review of existing tax and corporate structures (in collaboration with your existing counsel), and a written recommendation listing the two or three viable paths and our reasoning.
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TopNation Global assists international clients in obtaining residence and citizenship under the world’s most respected investment programs. Contact us to arrange your initial private consultation.
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