Who We Work With

At Efficient Consulting & Management Inc. (ECM), we partner with clients whose ambitions and circumstances call for more than conventional advice and opinions. We provide insight, which comes from experience. Our engagements are designed for individuals and institutions navigating complex financial, structural, or cross-border realities—where seasoned expertise and absolute discretion are essential.

Our Client Archetypes

  • Typical Characteristics

    Typically

    • Families and private offices stewarding USD 250 million+ in investable assets who require sophisticated cross-border structures to preserve and grow generational wealth.

    Why ECM Is Engaged

    • Asset Protection & Governance: Multi-jurisdictional structures designed to safeguard capital and ensure long-term continuity.

    • Typical ECM Engagement

      These families most often partner with ECM through our Tier 4-Comprehensive Premium Advisory & Management mandate, a C-suite–level engagement typically beginning at a six-figure annual retainer commensurate with the complexity of the mandate most often partner with ECM through our Tier 4 – Comprehensive Premium Advisory & Management mandate.

  • Typical Characteristics

    • Founders and principal shareholders preparing for major liquidity milestones—capital raise, IPO or strategic sale—who need pre-exit planning, tax-efficient structuring and seamless wealth transition strategies.

    Why ECM Is Engaged

    • Pre-Exit & Tax Efficiency: Strategic positioning before a liquidity event to optimise after-tax outcomes and preserve wealth.

    • Typical ECM Engagement

      Engagements are frequently structured as a Tier 3 – Strategic Feasibility & Structuring mandate, with fees reflecting the scale and timing of the planned exit and typically starting at a six-figure project retainer.

  • Typical Characteristics

    • Businesses and principals with USD 50–250 million in net worth or enterprise value, expanding across jurisdictions and seeking resilient governance, asset protection and growth capital strategies.

    Why ECM Is Engaged

    • Strategic Expansion: Architecture for cross-border growth, regulatory compliance, and inter-generational succession.

    • Typical ECM Engagement

      These clients typically engage ECM through our Strategic Feasibility & Structuring Tier 2, which provides multi-jurisdictional planning and capital-readiness strategies, with retainers aligned to the complexity and duration of the mandate.

  • Typical Characteristics

    • Sovereign funds, multilateral institutions, foundations, and development finance entities require complex cross-border feasibility studies, capital structuring, and long-horizon project governance.

    Why ECM Is Engaged

    • Capital Readiness & Feasibility: Rigorous feasibility studies and capital sourcing strategies that stand up to the highest institutional standards.

    • Typical ECM Engagement

      Institutions and development partners generally partner with ECM on a bespoke Advisory & Consulting engagement, tailored to project scope and typically beginning at a six-figure professional retainer.

  • Typical Characteristics

    Accomplished entrepreneurs, family offices or institutions who require a discrete, high-value engagement—for example, a single feasibility study, one-off capital raise, or specialised structuring—without the need for an ongoing retainer.

    Why ECM Is Engaged

    Targeted Advisory & Consulting: Delivery of a clearly defined project at institutional standards, often as a prelude to a broader strategic mandate.

    Typical ECM Engagement

    These clients typically engage ECM through Tier 1 – Stand-Alone Advisory & Consulting Services, with a project-based professional retainer scaled to the scope and timeline of the mandate.

The Industries We Specialise In

Our advisory and management mandates are concentrated in sectors where cross-border complexity, significant capital requirements and long-term strategic value demand more than conventional consulting. We focus on industries that benefit most from ECM’s expertise in multi-jurisdiction structuring, feasibility analysis and capital sourcing.

Financial Services & Wealth Management

We support family offices, ultra-high-net-worth individuals and institutional investors with sophisticated, tax-efficient structures.

Our work spans private funds, trust and estate planning, and the design of Sovereign Tax-Advantaged Accounts (STAA) and other bespoke investment vehicles.

Healthcare & Life Sciences

From private hospital development to emerging med-tech and health-insurance ventures, we guide clients through regulatory, financial and operational complexities.

Our team delivers rigorous feasibility studies and structures capital for large-scale health infrastructure and innovation.

Sustainable Infrastructure & Clean Energy

We advise on projects that advance environmental and social goals while meeting investors’ performance expectations.

Our feasibility and capital-raise strategies support renewable energy installations, resilient urban infrastructure and climate-aligned funds.

Technology & Digital Transformation

We help high-growth technology firms—particularly in FinTech and health-tech—navigate rapid scaling, international expansion and regulatory change.

Our structuring and strategic advisory services position innovators for sustainable growth and investment.

Luxury & Tourism Development

Drawing on our Caribbean base and global investor network, we provide discreet guidance for luxury resorts, mixed-use developments and eco-tourism initiatives.

We combine feasibility analysis with capital structuring to bring visionary projects to life.

Our Focus

These industries are united by a common thread: each requires multi-jurisdiction expertise, rigorous feasibility validation and sophisticated capital structuring.

By concentrating where our capabilities create the greatest strategic advantage, ECM helps clients transform ambitious concepts into enduring global enterprises.

Levels of Engagement

Every client relationship is unique, but the depth of our involvement follows a well-defined framework.

ECM’s tiered model of engagement—our Levels of Engagement—provides a transparent way to match the complexity of your mandate with the appropriate scope of advisory and management services.

Whether you need targeted consulting or a fully embedded C-suite partner, these tiers clarify the scale of services, hours, and strategic oversight you can expect, and guide you toward the mandate best suited to your objectives.

Our Commitment

  • Discretion is absolute. Rigorous confidentiality protocols and the highest professional standards govern every engagement.

  • We measure success by the clarity we bring, the resilience we build, and the generational impact we help our clients achieve.

Please Note: All engagements progress through our STRATA-certified onboarding process, which includes comprehensive KYC/AML and strategic suitability reviews to ensure alignment with ECM’s standards. Once strategic fit is confirmed, prospective clients transition to our private, encrypted intake environment to complete the STRATA-certified onboarding process.

Our Global Footprint | Our Key Metrics

Our Approach

1. Discovery & Strategic Fit

Purpose

To understand your objectives, constraints, and the opportunities unique to your circumstances.

Key Steps

  • Confidential preliminary conversation to outline goals and timeframes.

  • Assessment of current structures—legal, tax, operational, and financial.

  • Agreement on scope, deliverables, and success metrics.

Outcome

A clearly defined mandate that aligns our advisory resources with your strategic priorities.

2. Multi-Jurisdictional Analysis & Structuring

Purpose

To design the optimal framework for governance, asset protection, and tax efficiency.

Key Steps

  • Comparative analysis of relevant jurisdictions and regulatory regimes.

  • Evaluation of cross-border tax treaties and compliance obligations.

  • Drafting of the recommended entity, trust, and capital structures.

Outcome

An integrated architecture—built to protect assets, minimise tax drag, and support growth.

3. Implementation & Execution

Purpose

To translate strategy into a working reality with precision and speed.

Key Steps

  • Formation and registration of entities, trusts, or funds.

  • Coordination with legal, banking, and regulatory counterparts.

  • Establishment of reporting systems and governance frameworks.

Outcome

Fully operational structures that meet regulatory standards and your long-term objectives.

4. Ongoing Stewardship & Governance

Purpose

To ensure your structures and strategies remain robust as markets and regulations evolve.

Key Steps

  • Periodic compliance reviews and risk assessments.

  • Ongoing coordination with legal, tax, and financial advisors.

  • Board-level or family-office reporting as required.

Outcome

Continuity and confidence—knowing that your structures remain effective and compliant over time.

5. Partnership Ethos

Our role extends beyond technical execution.

We act as a strategic partner, integrating seamlessly with your own team or family office.

Every mandate is delivered with absolute confidentiality, rigorous analysis, and a commitment to measurable results.