Global Private Investment Advisory & Management Consultancy
Consolidated Services, Stable & Competitive
Tier 1: Corporate Formation & Growth Consolidated Retainers
Note on Fees: The packages listed below cover ZEC's Professional Advisory and Management Fees for a retainer of a year, including all listed Concierge and Consultancy services as per the Tier. These fees include mandatory government filing fees paid to the respective governing bodies, commercial registration fees paid to the respective government bodies, and local license charges, but do not cover third-party legal disbursements in the Kingdom of Bahrain or the Philippines.
ASEAN/GCC Launchpad
Starting From $7,600
Core Focus: End-to-End Minimum Registration & Banking Setup (all fees included)
Key Services (Bare Minimum):
- Core Formation: Full End-to-End Company Setup & Registration (PH SEC Certificate/BH Final CR).
- Documentation: Approved Articles of Association (AoA), securing essential LGU/MOICT permits.
- Government Filings: Securing PH Tax Identification Number (TIN).
- Banking Support: Confirmed corporate accounts setup (initial requirements & endorsement only).
- Value-Add: ALL Concierge Services listed below.
Standard Corporate Foundation
Get a Custom Quote
Core Focus: Basic Governance, Bookkeeping Setup & Legal Review, Board Services
Includes Package 1 services PLUS:
- Board Governance: Expert Professional Board Appointment (Director/Secretary/Member).
- Compliance: Submission receipt for PH (GIS) filing/BH ESR CR renewal.
- Financial Controls: Setup of a NBR/BIR-compliant bookkeeping system and internal financial controls.
- Legal Review: Access to the Embedded Legal Counsel Team for mandatory document review.
- Value-Add: ALL Tier 1 Concierge Services.
Premium Growth Venture
Get a Custom Quote
Core Focus: Full Annual Compliance, Operational Budgeting & Market Entry Strategy
Includes Package 2 services PLUS:
- Full Compliance & Renewal: Proactive management of all annual filings, license renewals (PH GIS, BH CR).
- Operational Budgeting: Detailed operational budget reporting.
- Strategic Advisory (BIT Business): Strategic Management Advisory (GCC & ASEAN market entry + growth).
- Tax Setup: Consultation with the Embedded Tax Expertise Team for basic structure analysis
- Tier 1 Concierge Services inc
Tier 2: UHNWI & Corporate Portfolio Management Consolidated Retainers
This tier is designed for high-stakes compliance and strategic asset protection. Due to the requirement for Economic Substance Reporting (ESR) and bespoke tax planning, a confidential consultation is required to determine the precise investment. The prices include end-to-end 12-month professional service fee, board secretary/directorships, mandatory government fees (renewals, filings), and the annual cost of the audit services for the GCC & ASEAN via our offices in Bahrain & the Philippines
UHNWI Strategic Entry
$24,800
Core Focus: Tax-Efficient Structuring, Due Diligence & Regulatory Advocacy
Includes Package 3 Services PLUS
- Full Company Formation & Management.
- Advanced Governance: Full Governance Management to BH & PH Commercial Law.
- Regulatory Reporting: Management of Bahrain/Philippines Economic Substance requirements.
- Tax Expertise: Deep engagement with the Embedded Tax Expertise Team for tax-efficient corporate and shareholding structures.
- Financial Specialists: Full engagement for Audit, Bookkeeping full year.
Executive Portfolio Management
Inquire for Private Fee Schedule
Core Focus: Single Point of Contact, Advanced Governance & Succession Planning.
Includes Package 4 services PLUS:
- Corporate Portfolio Management: Comprehensive admin, including audit of Corporate Books and Statutory Registers.
- Advanced Corporate Governance (BIT): Board Secretary/Compliance Support, implementing a robust governance framework aligned with international best practices.
- Succession & Shareholding Planning (Wills, tax-efficient UBO Agreements).
- Real Estate Investment Advisory & Vetting.
The ZEC Global Max
Inquire for Private Fee Schedule
Core Focus: Global Tax, BIT Advisory Integration, & Exclusive Developer Access
Includes ALL Core Services from Package 5 PLUS:
- BIT Investment: Monitoring of tax & global regulatory shifts to secure tax-optimized structures.
- BIT Business: Feasibility studies & economic reports.
- Full Succession Advisory (Executed Wills compliant with PH/BH laws).
- BIT Technical Advisory Services & Joint Venture Team Management.
- Direct access to the "Big 5" Real Estate Developers in both regions for exclusive investment
Our fees are not merely transactional; they represent an annual retainer for continuous advisory, risk mitigation, and security. This investment reflects the complexity of cross-border governance and the inclusion of dedicated expert teams (Legal, Tax, Financial) necessary for your long-term success. intentionally structured to be competitive while offering significantly greater value through bundled services.
Unlimited Support Inclusions
Tier 1 Retainer Value Added Services
Tier 1 Retainer Value Added Services
Tier 1 Retainer Value Added Services
Tier 1 Value-Added Concierge Services (Included in ALL Packages 1-3)
- Unlimited Expert Advisory: Unlimited Consultancy and Support Meetings with Head Consultants.
- Essential Appointment Coordination: Proactive scheduling of all required appointments (bank, legal, notary, etc.).
- Guaranteed Legal Documentation: Full inclusion of required PoA and SPoA documentation preparation.
- Dedicated Email Setup: Setting up a unique corporate email for government notifications.
This fee does not include unexpected legal or regulatory fines, special licenses outside the scope of the original agreement, or required corporate capital deposits (if applicable).
Tier 2 Retainer Value Added Services
Tier 1 Retainer Value Added Services
Tier 1 Retainer Value Added Services
Tier 2 Value-Added Concierge Services (Included in ALL Packages 4-6)
Includes ALL Tier 1 Value-Added Concierge Services Plus:
- Lobbying Services: Strategic advocacy for regulatory clarity and positioning within both the GCC and ASEAN markets.
- Full Compliance Retainer: Continuous engagement with the Tax Expertise Team to manage sophisticated reporting (e.g., Bahrain ESR).
- Asset Sourcing Access: Real Estate Tour facilitation (Philippines/Bahrain condominium holding focus).
- Unlimited Head Consultant Support, PoA/SPoA, Email Setup, and Appointment Coordination.
This fee does not include unexpected legal or regulatory fines, special licenses outside the scope of the original agreement.
BIT Advisory Service Packages
Tier 1: BIT Business Advisory (Strategy & Governance)
Governance, Stability & Scalability Establish institutional-grade governance and operational integrity. We eliminate structural risk through professional board support, succession planning, and robust compliance frameworks, ensuring your business is legally insulated and built to scale across the GCC and ASEAN markets. Fees paid render end-to-end advisory calls & meetings included in the fees, plus resource pooling to publish the research.
Management & Operational Consultancy
Starting From $9,500
Core Focus: Organizational stability, legal health, and legacy protection.
The Deliverables:
- Operational Health Audit: A comprehensive report identifying efficiency gaps in your current GCC/ASEAN operations.
- 12-Month Scalability Roadmap: A strategic document outlining resource allocation and growth milestones for the next fiscal year.
- Standard Operating Procedure (SOP) Framework: A customized manual for local management to ensure cross-regional consistency.
Advanced Corporate Governance
Get a Custom Quote
Core Focus: Administrative integrity, legal record-keeping, and proactive risk mitigation.
The Deliverables:
- Board Sec/corporate services: Professional preparation and maintenance of all Board Minutes and Shareholder Resolutions & Archiving.
- Compliance Calendar: A localized automated tracking tool for all mandatory regulatory filings in Bahrain or the Philippines.
- Risk Mitigation Matrix: A specialized report identifying legal and operational threats with specific internal controls to negate them.
Succession Planning & Strategic Structuring
Get a Custom Quote
Core Focus: Structuring efficiency, transition & succession blueprint, Trusts & Wills.
The Deliverables:
- Intergenerational Transition Plan: A formal legal and operational strategy for the transfer of leadership and ownership.
- Entity Restructuring Blueprint: Architectural diagrams for Holding Company/Subsidiary setups to protect assets from operational liability.
- Family/Corporate Constitution: A high-level governing document that aligns stakeholder interests and prevents future internal disputes.
Tier 2: BIT Investment Advisory (Tax, Real Estate, M&A)
Capital Protection & Tax Optimization Safeguard your assets with specialized regulatory intelligence. We provide high-level cross-border tax optimization, rigorous real estate vetting in ASEAN & GCC markets across 5 top developers, and transaction-level due diligence to minimize financial leakage and maximize security for international capital deployments. Fees paid render end-to-end advisory calls & meetings included in the fees, plus resource pooling to publish the research.
Global Tax & Regulatory Foresight
Get a Custom Quote
Core Focus: Capital preservation, tax optimization, and transaction security studies.
The Deliverables:
- Cross-Border Tax Efficiency: A detailed analysis of how to leverage Double Taxation Treaties between the GCC and ASEAN.
- OECD/FHTP Compliance Report: Report analyzing current structure versus global "Economic Substance" and "Base Erosion" standards.
- 5-Year Regulatory Foresight: A predictive report on upcoming regional tax changes and the necessary structural adjustments to avoid future costs.
Real Estate Investment Advisory
Get a Custom Quote
Core Focus: Advisory into feasibility, holding structure, taxes & amortization rates versus asset lifespan.
The Deliverables:
- Investment Due Diligence Dossier: A comprehensive vetting of developers, land titles, and master plans to ensure capital security.
- Projected ROI & Cash Flow Model: 10-year financial forecasting inclusive of local property taxes, maintenance, and exit costs.
- Technical Building Audit: A professional engineering assessment of the asset's structural integrity and utility systems.
International Market Entry, Acquisition & Mergers
Get a Custom Quote
Core Focus: Global Tax, BIT Advisory Integration, & Exclusive Developer Access
Includes ALL Core Services from Package 5 PLUS:
- BIT Investment: Monitoring of tax & global regulatory shifts to secure tax-optimized structures.
- BIT Business: Feasibility studies & economic reports.
- Full Succession Advisory (Executed Wills compliant with PH/BH laws).
- BIT Technical Advisory Services & Joint Venture Team Management.
- Direct access to the "Big 5" Real Estate Developers in both regions for exclusive investment
Tier 3: BIT Technical Advisory (Engineering, Logistics, Intelligence)
Licensed Oversight & Strategic Intelligence Leverage licensed professional liability and expert technical insight. Driven by our in-house PRC and CRPEP certified engineer & Senior Partner Consultant, we provide mandatory sign-offs, infrastructure oversight, and proprietary research to secure your physical assets and industrial supply chains. Fees paid render end-to-end advisory calls & meetings included in the fees, plus resource pooling to publish the research.
Civil Engineering & Infrastructure Consult
Get a Custom Quote
Core Focus: Licensed professional sign-off, technical liability, private intelligence.
The Deliverables:
- PRC/CRPEP Professional Sign-off: Mandatory licensed endorsement of architectural, structural, electrical plans for government approval.
- Structural Integrity Assessment: Report on existing infrastructure, identifying necessary repairs or load-bearing capacities.
- Value Engineering Report: A technical document identifying cost-saving alternatives in materials or design without compromising safety.
Logistics, Supply Chain & Warehousing
Get a Custom Quote
Core Focus: Supply Chain efficiency, warehousing & product turnaround, procurement & QA controls.
The Deliverables:
- Supply Chain Optimization Blueprint: A redesigned logistics map reducing lead times and cross-border customs friction.
- Warehouse Operational Design: Scaled blueprints for storage layout, inventory management systems, and safety compliance.
- Vendor Audit & Selection Matrix: A professional vetting of 3rd-party logistics (3PL) providers based on reliability, cost, and local licensing.
Research & Professional Intelligence
Get a Custom Quote
Core Focus: Global policy shifts & tax impacts, industry/market focused, global stress test.
The Deliverables:
- Market Intelligence Deep-Dive: A confidential report on local competitor strategy, pricing, and key regional stakeholders.
- Policy & Regulatory Risk Assessment: A high-level intelligence brief on potential policy shifts that could affect your specific industry.
- Bespoke Feasibility Study: A data-driven "Go/No-Go" report on a specific project, combining technical, financial, and legal analysis
Our fees are not merely transactional; they represent an annual retainer for continuous advisory, risk mitigation, and security. This investment reflects the complexity of cross-border governance and the inclusion of dedicated expert teams (Legal, Tax, Financial) necessary for your long-term success. intentionally structured to be competitive while offering significantly greater value through bundled services.