Protect
Bespoke modules for the genuinely unusual.
For the genuinely unusual — multiple companies, multi-currency exposure, unusual estate structures. Protect is modular: you compose exactly the support your situation demands, and nothing you don’t.
When “standard” doesn’t describe your situation.
- You hold or control multiple companies and entities.
- Your affairs span several currencies and jurisdictions.
- Your estate involves structures that need specialist, careful handling.
- You’d rather compose the exact modules you need than buy a fixed package.
Modular by design.
Compose your plan
A catalogue of specialist modules — you accept the ones you need and decline the rest, right down to the fee.
Reserved-portion & wills
The Civil Code succession realities and will structures worked through with genuine care.
Multi-currency & cross-border
Exposure across currencies and jurisdictions mapped, stress-tested and planned around.
Corporate & personal, separated
Where business and personal finances entangle, we untangle them — cleanly and defensibly.
Full holdings view
Holding-level detail across every entity and asset, consolidated for the first time.
Rapid reviews
A short review cycle for situations that move — you’re never waiting on the plan.
Exactly the support you need — and no more.
- A specialist discovery of every entity, currency and structure.
- A modular plan you compose — accept or decline each module in your portal.
- Full holding-level detail across all entities, consolidated.
- A rapid review cycle, sized to how fast your situation moves.
- Billed quarterly on the modules you choose, all agreed in writing.
A fixed fee, agreed with you in writing before we begin — and paid only by you.
The Protect client portal — a private demo.
Every plan lives in its own private portal: your goals, your net-worth picture, your next steps, and the notes from each review. The Protect demo is a working walkthrough built on fictional sample data.
Because the demo mirrors a real client’s private view, I share it by invitation — that way I know who’s looking, and can answer your questions personally. Send me a quick message and I’ll pass you an access code.
- Message me for an access code — a quick hello on WhatsApp or by email is all it takes.
- Open the portal and choose the Claire & Daniel Walsh sample client.
- Enter the code I send you, and explore the full Protect experience.
By invitation · fictional sample data · nothing you enter is saved.