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Project Odyssey: cross-border structuring & execution

Project Odyssey: cross-border structuring & execution

Navigate cross-border complexity by establishing a clear structuring roadmap, streamlined onboarding workflows, and governance-ready reporting for efficient capital deployment.

Navigate cross-border complexity by establishing a clear structuring roadmap, streamlined onboarding workflows, and governance-ready reporting for efficient capital deployment.

Client

Confidential Private Capital Client

Date

September 30, 2025

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Families and private capital teams need more than ad-hoc advisors — they need a structured operating model that enables efficient execution while protecting governance and long-term value. Project Odyssey was launched to guide our client through this transformation, building a clear framework for structuring, onboarding, and decision-ready reporting across jurisdictions.

Office

Project overview

Before Project Odyssey, the client’s e-commerce operations were limited by outdated systems, slow checkout processes, and minimal customer insights. These challenges resulted in lower conversion rates and restricted opportunities for expansion. The goal of Project Odyssey was to build a modern, efficient, and data-driven e-commerce ecosystem that delivers both convenience and value to customers.

Our approach

We started with a full review of the client’s structure map, operating workflows, and reporting requirements across jurisdictions. A standardized structuring roadmap was developed to align ownership logic, documentation, and governance routines. We then designed repeatable onboarding workflows for banks, custodians, and managers — including KYC/AML-ready checklists, document control, and approval pathways. A centralized reporting layer was introduced to consolidate key portfolio information, while dashboards and reporting packs were tailored for leadership visibility into exposure, liquidity, performance, fees, and risk flags. To support future expansion, the framework was designed to scale as new vehicles, managers, and regions were added.

“Project Odyssey didn’t just streamline execution — it gave us a clear structure, stronger governance, and the confidence to act faster across markets.”

This transformation strengthened the client’s operating foundation, creating a structure that is clearer, more disciplined, and easier to manage across borders. By combining a structured roadmap with practical execution workflows and consistent reporting, the client reduced friction, improved oversight, and enabled teams to focus more on strategy and decision-making. The shift from fragmented setups to a scalable, governance-first framework positioned the client to expand confidently while maintaining control and transparency.

Key achievements

  • Clear cross-border structuring roadmap with ownership logic and governance alignment

  • Standardized onboarding workflows for banks, custodians, managers, and service providers

  • Reporting packs and dashboards tailored for leadership, operations, and advisory stakeholders

  • Improved visibility into performance, liquidity, exposure, fees, and operational risk flags

  • Scalable operating framework designed to onboard new vehicles and regions with minimal friction

Results and impact

Project Odyssey delivered more than operational improvements — it provided the client with a durable foundation for disciplined growth. Execution became faster and more repeatable, governance routines became clearer, and reporting shifted from manual consolidation to decision-ready insight. With Project Odyssey in place, the client is better positioned to expand across markets while maintaining control, consistency, and long-term resilience.

Families and private capital teams need more than ad-hoc advisors — they need a structured operating model that enables efficient execution while protecting governance and long-term value. Project Odyssey was launched to guide our client through this transformation, building a clear framework for structuring, onboarding, and decision-ready reporting across jurisdictions.

Office

Project overview

Before Project Odyssey, the client’s e-commerce operations were limited by outdated systems, slow checkout processes, and minimal customer insights. These challenges resulted in lower conversion rates and restricted opportunities for expansion. The goal of Project Odyssey was to build a modern, efficient, and data-driven e-commerce ecosystem that delivers both convenience and value to customers.

Our approach

We started with a full review of the client’s structure map, operating workflows, and reporting requirements across jurisdictions. A standardized structuring roadmap was developed to align ownership logic, documentation, and governance routines. We then designed repeatable onboarding workflows for banks, custodians, and managers — including KYC/AML-ready checklists, document control, and approval pathways. A centralized reporting layer was introduced to consolidate key portfolio information, while dashboards and reporting packs were tailored for leadership visibility into exposure, liquidity, performance, fees, and risk flags. To support future expansion, the framework was designed to scale as new vehicles, managers, and regions were added.

“Project Odyssey didn’t just streamline execution — it gave us a clear structure, stronger governance, and the confidence to act faster across markets.”

This transformation strengthened the client’s operating foundation, creating a structure that is clearer, more disciplined, and easier to manage across borders. By combining a structured roadmap with practical execution workflows and consistent reporting, the client reduced friction, improved oversight, and enabled teams to focus more on strategy and decision-making. The shift from fragmented setups to a scalable, governance-first framework positioned the client to expand confidently while maintaining control and transparency.

Key achievements

  • Clear cross-border structuring roadmap with ownership logic and governance alignment

  • Standardized onboarding workflows for banks, custodians, managers, and service providers

  • Reporting packs and dashboards tailored for leadership, operations, and advisory stakeholders

  • Improved visibility into performance, liquidity, exposure, fees, and operational risk flags

  • Scalable operating framework designed to onboard new vehicles and regions with minimal friction

Results and impact

Project Odyssey delivered more than operational improvements — it provided the client with a durable foundation for disciplined growth. Execution became faster and more repeatable, governance routines became clearer, and reporting shifted from manual consolidation to decision-ready insight. With Project Odyssey in place, the client is better positioned to expand across markets while maintaining control, consistency, and long-term resilience.

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Start planning a brighter future for your family

Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.

Team

Start planning a brighter future for your family

Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.

Team
Man
Team
Woman
Man

Start planning a brighter future for your family

Discover how our family office can help protect your assets, grow your capital, and plan your legacy with confidence.