THE RELEASE READINESS MEMO
Before you commit.
See it whole.
A private decision record for one consequential wealth move. Built to connect the advice, evidence and family priorities already in the room.
Discuss your decisionYour decision. In focus.
The act, the family consequence, and the condition that changes the move.
- 01What is being committed
- 02Who holds authority
- 03What would make us pause
THE METHOD
Four questions.
A clearer next step.
Name the move
The exact act, the timing and what becomes hard to reverse.
See the family
The authority, control and family consequences behind the transaction.
Test the route
Where ownership, tax, banking and succession depend on one another.
Set the condition
What permits the next step—and what should stop or change it.
WHERE IT BELONGS
After advice.
Before the binding act.
What does the memo give my family?
A source-linked record of the decision, route, authority, evidence, fallback and stop conditions. It brings the consequences together so the family and its advisers can review the same move.
Does it replace my advisers?
No. Legal, tax, investment, banking and immigration advice remain with the relevant specialists. The memo helps expose the dependencies between their mandates; it is not approval or certification.
What information should I share first?
Only the minimum needed for a confidential fit review: your name, contact details and the primary jurisdiction. Sensitive facts and documents wait until NDA and a scoped private channel.
How does a review begin?
Start with a fit review. If the decision fits, scope, information requirements and commercial terms are agreed before work begins.