Service 05 / 05
Retainer advisory
A standing monthly arrangement for owners who want structure kept alive — scheduled reviews plus on-call advice when decisions cannot wait.
- Format
- Monthly retainer
- Rhythm
- Monthly review
- Deliverable
- Notes, action list, on-call
What it covers
What the engagement includes
Four workstreams, each with a named deliverable — nothing is left as an implicit assumption.
Monthly review meeting
A fixed slot each month to check decisions, drift and follow-ups.
On-call advisory
A standing window for the questions that cannot wait for the next meeting.
Structure drift checks
As the business changes, we check the structure still matches reality.
Priority scheduling
New mandates from retainer clients move to the front of the queue.
How it is scoped
Written scope, fixed fee, no surprises
Every mandate is scoped in writing before work starts: what we will look at, what you receive, and what the engagement costs. A fixed fee applies to diagnoses and document work; larger design projects are quoted per project; retainer clients pay a monthly subscription.
Work is delivered online across Europe, in English, through consultations, assessments and written advisory reports.
Illustrative · advisory materials
How it runs
From first call to deliverable
Four stages, one adviser, and a written record at each step.
We establish the current map and the standing agenda.
Review meetings with written notes and an action list.
Time-sensitive matters handled inside the standing window.
Once a year, the structure is re-checked against the business.
Typical elapsed time is stated in the written scope, not estimated on a call.
What you receive
The handover pack
- Monthly meeting notes and action list
- Standing on-call window
- Priority scheduling for new mandates
- Annual re-assessment report
Retainer advice covers structure, governance and operations. Tax and legal questions are referred to licensed professionals, and we help you brief them.
Related services
Often combined with
Clients usually pair this with one of the three below.
Map every entity, shareholding and decision route, with risk points ranked by urgency.
→02Holding designA target architecture and the sequenced path to reach it without stopping trade.
→04Operations supportProcess maps, reporting templates and handover checklists sized to your business.
→Next step
Let’s assess your structure together
Write with a short description of your current setup and what you are trying to achieve. We reply with the scope, format and fee of a first assessment — usually within two working days.
or write to services@branholdings.services