Private Research
Research for families after financial success.
We help founders and multi-jurisdictional families think clearly about capital — before irreversible structural or cross-border decisions.
Who it's for
Who it's for
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Post-liquidity drift
Capital arrived before the structures to hold it. Decisions feel reactive, not intentional.
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Cross-border friction
Each jurisdiction offers different advice. Nothing integrates into a single picture.
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Family misalignment
Success is achieved, but capital decisions no longer reflect shared intention.
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Advisor fragmentation
Lawyers, accountants, and bankers each hold a piece. No one sees the whole.
Founders after liquidity. Families across two to four jurisdictions.
How it works
A fixed-scope diagnostic study. Most engagements begin here.
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Confidential intake
A brief conversation to confirm scope, discretion, and fit. Referrals welcome.
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Diagnostic research
Interviews and document review over three to four weeks.
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Research delivery
A confidential memo for your advisors — open questions, gaps, and priorities.
Founder
Wenjia Mckayli
Founder
I research what follows financial success — capital flow, cross-border governance, and decisions that outpace structure. Memos for discussion with your existing advisors.
LLM · International trade & tax law · Asia ↔ North America
Founder-led · Limited engagements each quarter
Inquire
Request a conversation
Referrals welcome. Each request is reviewed personally by the founder.
Begin a confidential inquiryOr send a brief note
Thank you. Your inquiry has been sent. The founder will respond within two business days.