Because many planning intentions and even some mature structuring efforts cannot be fully mapped-out at the start, we work with our clients to offer fee strategies that help allocate the project resources appropriately and incrementally.
Our primary goal is to document a better understanding of the project requirements prior to committing to a full-scale engagement. The deliverables for a typical evaluation phase are:
Once these objectives are clearly defined and understood, a fee proposal is created. There are three fee models available, depending on our clients' preferences:
Our fee models are intended to allow our clients to have a crystal clear visibility into the financials of a project, without hidden or last minute add-ons:
This fee policy may be a challenge to some in the corporate, institutional and private wealth service "communities", but it has been and will always be, at the very heart of what we stand for!