Bespoke Services
Private + Business
Offerings
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This is where we start:
We connect on a 90-minute Strategy Session to get clear on your desired vision/project outcome, explore ways to design and structure it, and shape an aligned path forward.
US$350 -
Private Trust Creation and Indenture expressed on bond paper.
Includes Minute templates, contract templates, Letter of Wishes, bespoke directives.
Includes all documents to open a bank account and a separate call on how to conduct the bank appointment.
US$6,000 -
Annual retainer upfront (non-refundable) as an additional passive trustee on the board
US$1,500
Annual retainer upfront (non-refundable) as an active trustee on the board
US$2,000 -
If desired in addition to a Private Trust US$300
LLC Setup setup support only:
US$500 + US$300 attorney fees
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Opening a bank account as an independent Trustee for a Trust
one-time US$500
Opening a bank account for an LLC
one-time US$500
REQUIRED in both instances that another trustee of General Manager/Director be added to either account respectively within 6 months of opening it. -
- Up to 5 wire transfers/payments $0
- Beyond that TBD depending on frequency and volume
- Monthly packages for administrative/accounting task depending on volume and frequency, e.g. US$150/$300/$500/$1,500…
Voices of Discerning Patrons
“Shanna is the only truly holistic coach and consultant I’ve come across.”
- Mike C. “Shanna has been an absolute gift to work with. She is incredibly kind, supportive, patient, and knowledgeable.
She took the time to understand our family’s unique goals from a truly holistic perspective and helped us feel seen, heard, and cared for throughout the entire process.
She also provided valuable education and resources that helped us feel confident and informed in keeping our affairs private.
We are deeply grateful for her guidance and would highly recommend her to anyone looking for thoughtful, personalized support.”
- Dr. Sonja M.“Shanna Faye was instrumental in the creation of my trust.”
- C.K., British Columbia