No. We never take custody, control, or management of any funds or assets. We provide analysis, structuring plans, and administrative coordination only. You or your existing custodians retain full control.

No. We are not a bank, credit institution, or investment firm. We do not take deposits, issue loans, or trade any instruments. Our services are strictly advisory and organizational.

We charge either a fixed fee per project (agreed upfront) or a capped hourly rate for ongoing advisory. We do not earn commissions, referral fees, or any performance-based payments.

Yes. Our basic Asset Structure Review and Goal-Based Planning Framework are designed to be useful regardless of the size of your holdings. We have clients at all stages.

We offer a reduced-rate initial orientation call (30 minutes for €49) to understand your situation and propose a service plan. This fee is credited against your first project if you proceed within 30 days.