A global and local approach

Making the right decisions for your assets in an international context can be a delicate exercise. We ensure that our recommendations are based on a global view of your situation combined with an in-depth analysis of local legislative requirements.

Our advisors have extensive experience working with entrepreneurs and family heads whose assets, interests and families are spread over multiple countries, and even continents.

A unique methodology

We take a comprehensive approach that combines a detailed analysis of the various local legal and tax environments with a global view of your assets, so that the impact of every decision is clear. We benefit from a strong international network of trusted partners who conduct all the necessary analysis on our behalf. We value them for their reliability, professionalism, and the long-term relationships we have developed together.

Expertise designed around your assets

Our approach to advising on international assets typically includes:

1. Structuring your private and corporate assets

For your corporate assets, we help you and your family to determine the most appropriate legal structures, governance rules and shareholder relations for effective control and decision-making.
For your private assets, we help you to structure your financial and real estate assets, within the legal and tax contexts of the countries in which your family members reside or own property.

2. Organising the transfer of your wealth

Wherever you and your family live and own assets, we can help you to optimise and implement decisions that minimise the cost of transfer whilst ensuring strict legal compliance.

3. Managing the planned and the unplanned

We look ahead with you and your family to prepare for the planned, and when necessary to deal with the unexpected. Such events could include the total or partial transfer of the family business; sale of financial or real estate assets; divorce; adoption; or the unexpected loss of a family member,

4. Structuring your “leisure” investments

We can help you with leisure or pleasure investment decisions, such as second homes, works of art, vintage cars, boats, etc., advising on both the legal and tax perspectives and their day-to-day management.