Capital Desk
For lawyers, bankers and managers
Property Passport
Title and encumbrances, cash flow, an analytical price reference, exit timing and costs, red flags and an evidence level for each number. From $3,500 per property.
Team briefing
A 60–90 minute discussion of liquidity, disposal tax, family structures and cross-border assets, contracted with the organisation.
Forwardable memos
Each published memo has an In Brief version. The archive opens after the first publication is approved.
I make no personal referral payments to bank employees or lawyers. Partner agreements are disclosed to the client.