Our Full Suite Of Engagements

More Than Service Providers. True Growth Partners

Client Engagement Options

ECM Contextual Definitions

Consulting (ECM)

Consulting at ECM delivers structured, project-driven solutions. Our consultants research, design, and execute specific deliverables such as feasibility studies, business plans, budgeting frameworks, asset protection structures, and international entity formation. We solve client problems directly and provide tangible outputs that can be implemented immediately.

Advisory (ECM)

Advisory at ECM is built on long-term relationships. Our advisors provide strategic counsel, guiding clients through complex decisions in business, finance, asset management, and international structuring. We act as a trusted partner, ensuring clarity, foresight, and alignment with client objectives over time.

Management (ECM)

Management at ECM goes beyond advice or deliverables—it means actively overseeing, coordinating, and executing on behalf of our clients. We integrate directly with client operations, applying professional oversight to ensure compliance, efficiency, and strategic alignment. This can include ongoing management of corporate structures, project execution, fiduciary responsibilities, and the administration of client entities and assets.

Secure Onboarding & Strategic Fit

Beginning with our STRATA™-Certified Onboarding process, ECM ensures that only clients whose vision, values, and confidentiality expectations align with our premium services and standards are engaged. This secure, encrypted intake supports global KYC/AML, GDPR, and FATCA compliance, setting the foundation for trusted, long-term relationships.

Ideal For: HNWIs, family offices, corporate leaders, foundations, and institutional or sovereign clients seeking discretion and precision.

Bespoke Client Engagements

  • This project-based offering delivers tangible, hands-on solutions. It’s designed for clients seeking immediate, expertly executed outcomes.

    Includes:

    • Feasibility & Business Planning

    • Budgeting & Financial Modeling

    • Entity Formation & Banking Setup 

    • Asset Protection & Structuring

    • Deal Structuring

  • As trusted retention advisors, we partner with clients to optimize strategy, governance, operations, finance—applying a holistic lens across organizational silos for compound value.

    Includes:

    • Corporate Strategy & Structure

    • Operations & Technology Transformation

    • Corporate Finance, M&A, Sustainability 

  • We prepare clients for capital raise or investor engagement through rigorously developed investment memoranda, business plans, financial modeling, budgeting, tax strategy, and presentation readiness—aligned for investor confidence and funding success.

    Includes:

    • Investment Documentation & Communication

    • Financial & Tax Planning

    • Due Diligence Readiness 

  • Creating bespoke legal and tax frameworks aligned to your personal or family objectives, ECM structures and administers entities—trusts, foundations, private companies—while monitoring compliance and offering full fiduciary support.

    Includes:

    • Trust, Foundation & Private Company Establishment

    • Secretariat, Bookkeeping & Tax Filings

    • Asset Management, Trusteeship & Trust Protector Services

    • Cross-Border Planning & Compliance Oversight 

  • ECM simplifies complex international or local transactions through paymaster and escrow services—structuring secure accounts and ensuring neutral, compliant fund transfers. We also manage all steps in establishing offshore banking relationships, from documentation to coordination.

    Includes:

    • Deal Structuring

    • Escrow (Paymaster) Account Structuring & Management

    • Offshore Banking Onboarding & Support 

  • This service is reserved for select clients under exclusive retainer arrangements. This engagement provides priority access, deeper integration into strategy and execution, and expanded hours across multiple service verticals. It is ECM’s most complete offering, combining advisory foresight with management-level execution.

    As trusted retention advisors, we partner with clients to optimize strategy, governance, operations, and finance—applying a holistic lens across organizational silos for compound value.

    Includes:

    1. Corporate Strategy & Structure

      • Foundation of the engagement; sets direction and governance before diving into specifics.

    2. C-Suite Level Advisory

      • Positions ECM as a direct partner at the highest executive level; ensures strategy aligns with leadership vision.

    3. Feasibility Study Development

      • Analytical validation of strategy and direction; ensures all moves are evidence-based.

    4. Operations & Technology Transformation

      • Execution layer: optimizing the internal machinery of the business.

    5. Corporate Finance, M&A, Sustainability

      • Advanced financial structuring and growth strategies, built upon optimized operations.

    6. Wealth, Legal Structure & Tax Services

      • Extends impact to personal, family, and corporate wealth—tying strategy into long-term preservation and efficiency (Asset Management).

    7. Facilitation & Escrow

      • Transactional execution—making capital flows, settlements, and secure fund transfers seamless.

    8. Regulatory & Compliance

      • Continuous guardrail—ensuring everything remains within global regulatory and fiduciary standards.

*Please Note below

Retainer clients are those who we provide multi-year contractual services to.