Property, tax and wealth strategy
Every engagement includes tax advisory. You pay more when there are more decisions to model, more parts of your position to connect and more time required to guide execution.
Three clear ways to engage
Focused starting point
“What should I do about the property decisions in front of me—and what will they mean for my tax and cash flow?”
90 days
“What should I buy, how should I own it and will the numbers still work if conditions change?”
6 months
“How should my property, business, entities, debt and tax work together over the next year?”
Is this you?
Should I buy, hold, sell or restructure?
Which ownership option is relevant?
What happens to my tax and cash flow?
Explore the Strategy ReviewWhat should I buy and why?
How should the acquisition be owned and funded?
Does it still work under pressure?
Explore the Acquisition BlueprintHow should my property, business and entities work together?
What are the tax and cash-flow priorities?
Which major decisions should happen first?
Explore the Private Wealth BlueprintHow the offers fit
Yes. Tax is considered as part of the property, ownership and cash-flow decision at every level. The depth increases with the number of decisions, structures and scenarios involved.
Choose the Strategy Review for focused property decisions, the Acquisition Blueprint for an acquisition strategy, or the Private Wealth Blueprint when several property, entity, business and tax decisions need to be connected. The final scope is agreed with Andrew before the engagement begins.
No. You enter at the level the decision requires.
Private Client CFO is an additional, individually scoped 12-month engagement for clients who need ongoing strategic coordination across an active year of decisions.
Start the conversation
Answer three questions, then choose a discovery-call time. Select “I’m unsure” if you want Andrew to recommend the appropriate scope.