Who it is for
Families and individuals with assets in more than one country who want the tax side of their plan to agree with the legal and investment side.
What it includes
- Investment holding structures
- Real estate acquisitions and sales
- Gift, estate and succession considerations for cross-border families
- Coordination with attorneys and wealth managers
- Annual plan review
How we start
A 30-minute conversation, a written review of what we see, and a fixed scope and fee before any work begins.
Frequently asked
Do you manage investments?
No. We are tax advisors. We work alongside your wealth manager so that what they recommend and what we plan point in the same direction.
We are buying property in the U.S. How early should we talk?
Before the contract is signed. How the property is held is very hard to change afterwards without a tax cost.