Advisory Retainer
Independent judgment, whenever you need it
An independent sounding board as your circumstances change, whether you're growing, stepping back, selling, preparing for retirement, buying property or planning how your estate passes on. You get continuity, and advisers who are aligned.
From €550 per month
The move isn’t the end of it. Your business, property and finances keep raising decisions, in two countries. With a retainer, you make them with someone who knows your whole situation and has no product to sell.
Included
- Regular reviews of your plans and priorities
- A sounding board for significant decisions, properly prepared
- Aligning the people advising you in both countries
- Follow-through on what was agreed, and by whom
Not included
- Specialists' fees
- Tax, legal or regulated financial advice
Scope: [N hours per month], with a response within [X working days].
An example
Settled in Portugal, and still managing too many moving parts
This is an illustration, not a real client.
- The situation
- You've lived here for a few years. There's property, business interests and investments, and an accountant, a lawyer and a bank in two countries.
- Why it's complicated
- Nothing is actually going wrong. But keeping track of it all takes more of your time and attention than it should.
- What I'd do
- I'd keep an agreed overview of what's outstanding, keep your advisers informed, and watch the deadlines.
- The intended outcome
- Fewer things that depend on you remembering them, and one person to call when something comes up.
Discuss your situation
Free 15-minute introductory call · English or Dutch · Based in Portugal