Advisory

How We Work

Common engagement situations

  • Technology Implementation
  • Scaling Complexity
  • Complex Mandates
  • Post-Growth Fragmentation
  • Regulatory Pressure

Engagement structure

Illustrative: an entity management & AML/KYC engagement

Phase 0  ·  Pre-Intake Conversation30–60 minutes · no fee

An initial conversation to understand your governance state, immediate priorities, and what is driving the engagement. We recommend a starting point and structure. No fee.

Phase 1  ·  Discovery & Co-Designtypically 4–8 weeks · entry point

A focused, collaborative diagnostic on a single high-impact workflow.

Phase 2  ·  Architecture Designtypically 4–6 weeks

Design of the target operating model across the broader scope.

Phase 3  ·  Implementation Coordinationscoped per engagement

Coordination through rollout, keeping what was designed aligned with what gets built.

Phases can be engaged independently or in sequence. The sequence above is illustrative; timeframes are typical and vary with scope, and engagement structure is confirmed after Phase 0. Work outside entity governance follows a similar shape on its own timeline.