Membership Programs
Tinvento offers tailored programs designed to meet the specific needs of our clients at different stages of their financial journey. Whether preparing years in advance for a significant exit, managing wealth post-transaction, executing a complex corporate divestiture, or structuring global assets, our programs provide focused expertise and strategic partnership.
Pre-Exit Membership Program: Strategic Foresight for Founders
Who Can Benefit
Ambitious founders and leadership teams of scale-up companies (typically $10M-$100M revenue) who anticipate a significant exit within the next 1-3 years but are not yet ready for intensive, full-scale preparation. Ideal for those seeking to proactively build value and optimize their structure ahead of time.
Program Goals
Provide ongoing, high-level strategic guidance on exit readiness and value enhancement.
Identify potential tax optimization opportunities and structural considerations early in the process.
Foster a long-term advisory relationship, ensuring founders are well-prepared when the time for a full exit process arrives.
Offer continuous learning and market insights relevant to their sector and exit potential.
Key Features & Components
Strategic Partner Check-ins: Regular (e.g., quarterly or bi-annual) confidential sessions with a senior Tinvento Partner to discuss strategic direction, market positioning, potential exit timelines, and preliminary readiness factors.
Premium Digital Toolkit Access: Full access to the premium tier of the “Exit Tax Toolkit,” including advanced calculators, jurisdiction guides, readiness scorecards, and exclusive case studies.
Priority Event Access: Invitations to Tinvento’ webinars, workshops, and seminars focused on exit planning and tax optimization.
Initial Readiness & Tax Structure Review: A high-level assessment conducted early in the membership to identify key areas for future focus regarding exit readiness and potential tax structuring advantages (e.g., suitability for a Dutch holding structure).
Curated Intelligence: Regular delivery of bespoke market insights, M&A trend reports, and regulatory updates relevant to the member’s industry and potential exit landscape.
Preferred Pathway to Full Engagement: A defined discount or preferred terms when transitioning from the membership program to a full Tinvento engagement (e.g., Tax-Optimized Exit Blueprint or Accelerated Exit Roadmap).
Delivery Model
Annual membership providing ongoing access to resources, insights, and strategic consultations.
Pricing Structure (Conceptual)
Annual subscription fee, potentially tiered based on company size or complexity, designed to be accessible for proactive planning.
Value Proposition
Offers founders a cost-effective way to engage with top-tier exit expertise long before the intense pressure of a deal process begins. Enables proactive value creation, early identification of critical tax considerations, and builds a trusted relationship, ensuring a smoother and potentially more lucrative exit when the time comes.
Post-Exit Membership Program: Curated Community & Continued Strategy
Who Can Benefit
Successful founders who have completed a significant liquidity event, as well as High Net Worth Individuals and families managing substantial wealth derived from exits or other sources, particularly those with complex, international asset holdings.
Program Goals
Provide ongoing strategic oversight and advice on complex global wealth structuring and tax optimization.
Facilitate exclusive peer-to-peer networking opportunities with other successful exited entrepreneurs and HNWIs.
Offer continuous learning on evolving tax laws, investment trends, and advanced wealth management strategies.
Support members in planning their “next chapter,” whether involving new ventures, impact investing, philanthropic endeavors, or sophisticated estate planning.
Key Features & Components
Annual Strategic Wealth Review: A comprehensive annual review with a senior Tinvento Partner focusing on the global asset structure, tax efficiency, risk management, and alignment with long-term personal and legacy goals.
Exclusive Peer Network Access: Invitations to curated, private events (dinners, roundtables, retreats) designed to foster connection, shared learning, and potential collaboration among members.
Priority Access to Advanced Workshops: Invitations to specialized, high-level workshops covering topics like multi-jurisdictional trust planning, international succession laws, impact investing frameworks, and managing concentrated wealth positions.
Bespoke Intelligence Briefings: Regular delivery of tailored insights on global tax policy changes, relevant geopolitical shifts, regulatory updates (CRS, FATCA, etc.), and emerging investment themes impacting global wealth.
Access to Tinvento’s Curated Partner Network: Facilitated introductions to Tinvento’s trusted network of leading private banks, multi-family offices, specialized legal counsel, and philanthropic advisors.
Next Chapter Advisory: Strategic sounding board and potential advisory support for structuring new business ventures, establishing family offices, or designing impactful philanthropic initiatives.
Delivery Model
Premium annual membership providing access to a community, exclusive events, ongoing intelligence, and high-level strategic reviews.
Pricing Structure (Conceptual)
Premium annual subscription fee, reflecting the high-touch nature and exclusive access provided.
Value Proposition
Delivers ongoing peace of mind through expert oversight of complex global wealth, access to an invaluable network of peers facing similar challenges and opportunities, continuous education on critical wealth management topics, and strategic support for long-term financial security and legacy aspirations.
Corporate Program: Strategic Execution for Complex Divestitures
Who Can Benefit
Large multinational corporations, including potentially Private Equity or Venture Capital firms acting in a corporate capacity, which are planning or executing significant, complex divestitures, carve-outs, or strategic M&A involving substantial cross-border elements.
Program Goals
Provide specialized, end-to-end strategic advisory and execution support focused specifically on complex corporate exits and divestitures.
Ensure optimal tax structuring for the transaction, benefiting the corporation and potentially key involved shareholders or executives.
Expertly manage intricate international complexities, including legal, regulatory, operational, and financial aspects across multiple jurisdictions.
Support smooth, efficient execution, minimizing disruption to ongoing business operations and maximizing shareholder value.
Key Features & Components
Typically delivered via project-based engagements drawing from Tinvento’s core service suite.
Strategic Divestiture Advisory: In-depth analysis of divestiture options, development of optimal transaction structures, detailed carve-out planning, and strategic positioning of the asset/unit for sale.
Transaction Tax Optimization: Designing tax-efficient deal structures to minimize corporate tax liabilities globally, managing transfer pricing implications, and navigating cross-border tax treaty issues related to the divestiture.
Integrated Shareholder/Executive Planning: Advising the corporation on structuring aspects related to the tax and wealth implications for key individual stakeholders impacted by the transaction.
Sell-Side Due Diligence Preparation: Rigorous preparation of the target asset or business unit for buyer scrutiny, with a strong focus on ensuring financial and tax readiness and transparency.
Cross-Functional Project Management: Providing expert oversight and coordination across the multiple workstreams involved to ensure seamless execution.
International Network Leverage: Utilizing Tinvento’ global network of legal and tax partners for specialized local execution support in relevant jurisdictions.
Delivery Model
Primarily project-based engagements tailored to the specific scope and complexity of each transaction and may involve retainer elements for long-duration strategic advisory roles.
Pricing Structure
Project fees determined by the scope, complexity, anticipated duration, deal size, and specific resources required and aligns with higher-end flat fee structures and may include performance-based or success fee components tied to achieving specific financial or strategic outcomes.
Value Proposition
Offers corporations access to highly specialized, independent expertise focused solely on optimizing complex, high-stakes divestitures. Provides strategic mastery in managing intricate cross-border challenges, ensuring maximum tax efficiency, and delivering disciplined execution support often exceeding the capacity or specific focus of internal teams or generalist M&A advisors.
HNWI Program: Bespoke Global Wealth Architecture
Who Can Benefit
High Net Worth Individuals and multi-generational families with substantial, complex asset holdings distributed across multiple international jurisdictions. This includes individuals’ post-liquidity event (like a business exit), those with significant inherited global wealth, or families managing active international business interests.
Program Goals
Design, implement, and provide ongoing management/oversight for robust, bespoke, and tax-efficient global wealth structures.
Deliver continuous strategic advice focused on long-term wealth preservation, sustainable growth, and seamless multi-generational succession.
Ensure comprehensive compliance with evolving international tax laws and regulations across all relevant jurisdictions.
Act as a central strategic coordinator for the client’s various financial advisors.
Key Features & Components
Often involves an initial structuring project followed by an ongoing advisory relationship.
Comprehensive Global Wealth Architecture Design: In-depth analysis of existing assets, family circumstances, and long-term goals, followed by the design and implementation of sophisticated international structures (e.g., tailored holding companies, trusts, foundations, private investment companies) across optimal jurisdictions.
Proactive International Tax Planning: Continuous monitoring of global tax landscapes and proactive advice to minimize worldwide tax liabilities related to income, wealth, gifts, and inheritance, leveraging treaty benefits and compliant strategies.
Cross-Border Investment Structuring: Strategic guidance on how to structure new and existing international investments (real estate, private equity, operating businesses, etc.) for optimal tax treatment, asset protection, and risk management.
Multi-Generational Succession & Estate Planning: Developing and implementing sophisticated, tax-efficient plans for transferring wealth across generations and borders, considering differing legal and tax regimes.
Global Regulatory Compliance Oversight: Providing guidance and oversight to ensure adherence to complex international regulations such as the Common Reporting Standard (CRS), FATCA, Ultimate Beneficial Ownership (UBO) registers, and economic substance requirements.
Coordination with Advisor Network: Acting as a key strategic liaison, working collaboratively with the client’s existing network of private bankers, family office managers, investment advisors, and legal counsel to ensure a unified and optimized approach.
Regular Strategic Reviews & Monitoring: Periodic comprehensive reviews of the implemented structures and strategies to ensure they remain aligned with the client’s goals and responsive to changes in the legal, tax, and economic environment.
Delivery Model
Typically begins with a significant initial project to design and implement the core wealth architecture, followed by an ongoing advisory relationship often structured via an annual retainer or review fee.
Pricing Structure
Substantial initial project fee reflecting the complexity of the structuring work. Ongoing advisory relationship priced via an annual retainer, potentially tiered based on the complexity of the structure, assets under advisement, or scope of ongoing services required.
Value Proposition
Provides HNWIs and families with access to elite-level expertise in designing and managing complex international wealth structures. Offers peace of mind through proactive tax optimization, robust asset protection, sophisticated succession planning, comprehensive compliance management, and strategic coordination, ensuring their global wealth is preserved and positioned for long-term growth and legacy impact.
Why Choose Tinvento?
Choose Tinvento because you need more than just an advisor; you need an experienced partner deeply invested in your success. We offer unparalleled expertise at the critical intersection of high stakes exits, and complex global wealth structuring. We provide partner-led, dedicated guidance, ensuring your most complex challenges are met with seasoned judgment.
We deliver integrated, tax-smart solutions designed to maximize your financial outcome while honoring your legacy. We act as your strategic ally during pivotal transitions, applying decades of experience to navigate complexity and ensure the preservation and growth of what you’ve built.
Partner with Tinvento for clarity, confidence, and exceptional results in your journey from ambition to legacy.
