Before changing anything — you need an honest read of what is defensible and what is not.

• You built the structure at different times and with different advisers — there is no single picture.
• You are not sure which of your positions will withstand scrutiny and which will not.
• Treaties and transparency rules keep changing, and it is unclear which of them bear on you specifically.
• You want a sober assessment before deciding — not the sale of a particular service dressed up as advice.

What the House does

The House reads your tax picture as a position on the board: where ownership is transparent and defensible, where there is exposure, and where there is outright risk. The result is not a general declaration but a map with a priority: what to touch first, what can wait, and what is best not touched at all. The House also names what need not be changed.

• An ownership graph and an inventory of the tax positions in force.
• An assessment of each position: defensible · exposure · risk.
• A risk map with a priority of action — what to resolve first.
• An honest conclusion as to what need not be changed.
• A memo of findings as the basis for any subsequent mandate, should one be needed.

What you get: an ownership graph · an assessment of each position, “defensible · exposure · risk” · a risk map with a priority of action · a memo of findings, 15–25 pp.

Why this way and not another

• An accountant sees the reporting of one company, not the whole ownership graph and its exposure.
• Alert firms sell anxiety: there is a headline, but no sober read of your picture in particular.
• An adviser who sells a structure outright has no interest in telling you that nothing need change.

What worries you — and the House’s answer

• “I’ll be sold a structure I don’t need.” — The audit is separated from execution: the House also names what should not be touched.
• “I’ll hear generalities instead of specifics.” — Each position receives an assessment of defensible / exposure / risk and a place in the priority.
• “I’ll learn the bad news and be left alone with it.” — The risk map shows at once what to resolve first, and under which mandate.

Where this leads

You stop living in a fog of guesswork and see your tax picture whole: what is defensible, what carries exposure, what must be resolved first — and what can be left as it stands. From there you decide from knowledge, not from anxiety.