Retained Advisory
A senior advisor in your corner, month over month.
I take a small number of retained clients each year — enough to give each one real attention, few enough that you always reach me directly. Retainers suit companies and families with ongoing cross-border exposure: recurring China questions, active Asia operations, expanding relationships with Taiwanese suppliers and partners, supply chain compliance obligations, or a board that wants a standing second opinion on geopolitical and regulatory developments.
Some clients don't have a single decision to make — they have a continuous stream of them. Retained advisory is built for clients whose cross-border situation is active enough that a one-time deliverable isn't enough. You get direct access to the principal, scheduled monthly working sessions, ad-hoc availability for urgent questions, and ongoing written intelligence tailored to your situation.
Strategic Cross-Border Advisory
From $4,000/month · 3-month minimum
For founders, corporate executives, and investors with an active cross-border situation. Monthly working sessions, deal support, regulatory guidance, stakeholder communications, and trend monitoring on the corridors that matter to you.
CFIUS & Investment-Screening Monitoring Retainer
From $5,000/month · 3-month minimum
For investors and deal teams with an active cross-border pipeline. Ongoing monitoring of CFIUS and outbound-investment regulatory developments, deal-by-deal risk screening, and standing access for rapid jurisdictional reads before you commit capital.
Export Controls & Sanctions Compliance Retainer
From $5,000/month · 3-month minimum
For companies with ongoing export, sanctions, or party-screening obligations. Continuous regulatory monitoring, classification and screening support, license-strategy guidance, and standing availability for urgent transaction-level questions.
China Regulatory & Countermeasures Monitoring Retainer
From $5,000/month · 3-month minimum
For companies with material China exposure. Ongoing tracking of Beijing's outbound rulebook — export controls on critical minerals, the Anti-Foreign Sanctions Law, the Unreliable Entity List, and data and anti-espionage rules — with alerts and recommended responses as the rules move.
Family Office Cross-Border Retainer
From $6,000/month · 6-month minimum
For family offices managing principal exposure across U.S. and Asia jurisdictions. Quarterly principal sessions, custom intelligence reports, governance and structure consultation, and standing access for urgent risk questions.
EB-5 Developer Market Intelligence
From $10,000/month · 6-month minimum
For EB-5 regional center operators and project developers. Ongoing intelligence on global wealth migration trends, investor mobility patterns, source-country regulatory shifts, and competitive landscape. Includes project financial structure advisory, overseas agent facilitation, periodic briefings, trend alerts, and strategic recommendations.
Global Mobility Advisory
From $6,000/month · 6-month minimum
For sponsors and developers of non-U.S. investment immigration programs — across Europe, the Caribbean, and other jurisdictions. Ongoing intelligence on source-country investor demand and regulatory shifts, program positioning that withstands scrutiny, compliant engagement with the overseas migration-agent ecosystem, and standing guidance on structuring and market entry. Includes periodic briefings, trend alerts, and strategic recommendations tailored to your program and target investor markets.