We advise high-net-worth individuals and families on the tax implications of cross-border wealth, migration, succession, and long-term asset structuring.
Our clients include business owners, high-net-worth families, and family offices.
We assist with:
- Tax structuring of private wealth, including the use of holding companies, trusts, foundations, and family investment vehicles
- Specific regimes for retired wealthy individuals (Penshonado schemes)
- Privacy-focused structuring, designed to safeguard personal and financial confidentiality within the boundaries of applicable laws
- Emigration and remigration planning, including exit tax exposure and compliance obligations in multiple jurisdictions
- Estate and gift tax planning, tailored to local rules and international family dynamics
- Advising on the tax treatment of foreign assets, investment income, and intergenerational wealth transfers
- Compliance with annual filing obligations
- Assistance in interactions with tax authorities, including support during tax audits and when obtaining tax rulings
Our role extends beyond technical advice: we help our private clients understand and comply with their tax obligations, manage their affairs with discretion and integrity, and protect their privacy in every aspect of our engagement.