Banking Consultation
Guidance on choosing the right bank and account structure for your business, from someone who’s navigated it before.
What's Included
Key Features
Bank Selection Guidance
Recommendations based on your business type, currency needs, and transaction volume.
Account Structure Advice
Guidance on single vs. multi-currency accounts and account types.
Introduction Support
Warm introductions to banking contacts where useful.
Ongoing Banking Advisory
Continued advisory as your banking needs evolve.
BANKING RELATIONSHIPS
Every bank asks for something slightly different
How It Works
Our Process
Needs Review
We discuss your transaction volume, currencies, and banking priorities.
Bank Comparison
We compare relevant banks against your specific needs.
Recommendation
We recommend the best-fit bank and account structure.
Introduction
We help facilitate your introduction and account opening.
Common Questions
FAQ
Do you recommend specific banks?
We recommend based on your specific needs rather than a one-size-fits-all answer — this varies by business type and transaction profile.
Can you help with multi-currency accounts?
Yes, we advise on structuring accounts to match your currency exposure.
Is this a one-time consultation or ongoing?
It can be either — many clients start with a one-time consultation and continue with ongoing advisory as needed.