Our strategies
From insurance wrappers to multi-jurisdictional holding structures, every solution we recommend is selected for its protective properties, not its marketing appeal.
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A sound wealth-protection strategy does not chase yield — it first eliminates avoidable loss. Workshop Group's engagements follow a three-phase sequence: diagnostic, design, and implementation. In the diagnostic phase we document every asset, liability, legal entity, and beneficiary relationship relevant to your wealth picture. In the design phase we model protective structures tailored to your jurisdiction, risk profile, and generational timeline. In the implementation phase we co-ordinate directly with custodians, insurers, legal counsel, and tax advisors to bring the structure to life. This process typically spans eight to fourteen weeks depending on complexity.
Each service below is available as a standalone engagement or as part of a comprehensive protection review.
Romanian and EU-passported life insurance vehicles that hold diversified sub-funds while providing statutory creditor protection, private succession transfer, and potential tax efficiency. We analyse policy terms, underlying fund quality, insurer solvency ratings, and exit provisions before making any recommendation.
Design and incorporation of Romanian SRL or SA holding structures — or cross-border equivalents in Cyprus, Luxembourg, and the Netherlands — that isolate operational risk from protected capital. Includes shareholder agreement drafting guidance and annual compliance review coordination.
Proactive legal and contractual measures that move exposed assets beyond the reach of potential future creditors — before a claim arises. We work with specialist litigation attorneys to assess vulnerability windows and implement protective transfer timelines that withstand Romanian and EU insolvency scrutiny.
Bespoke succession vehicles — including family foundations, discretionary trusts held in permitted EU jurisdictions, and notarised Romanian gift-deed frameworks — that transfer wealth to heirs with minimal friction, reduced inheritance tax exposure, and clear governance rules for the next generation.
For clients with assets or residency across multiple EU member states, we audit the interaction between domestic and foreign tax treaties, regulatory regimes, and estate laws — then design a unified protective wrapper that eliminates the gaps and overlaps that conventional single-jurisdiction advice misses.
After implementation, every Workshop Group client holds a documented, auditable protection architecture.
A clear document identifying every material risk in your current wealth structure, ranked by probability and impact, with recommended remediation steps and a timeline. This serves as the governance record for your advisors and heirs.
Legal entities formed, insurance policies in force, and holding arrangements executed — not a slide deck, but a live, functioning protection framework confirmed in writing by all relevant counterparties.
Regulatory environments, family circumstances, and market conditions evolve. Your structure comes with a scheduled annual review to assess whether rebalancing, restructuring, or policy amendments are warranted.
“We had a holding structure from 2009 that had never been reviewed. Workshop Group's diagnostic phase identified three liability gaps we were completely unaware of — one related to a dormant dormant entity still registered under an old director. The redesign took eleven weeks and we now have full documentary clarity for the first time.”
— Andrei M., entrepreneur, București
Tell us about your current structure and we will outline a practical protection roadmap at no cost.
Request a diagnostic call