Financial planning

Our clients live in over 20 countries. Most clients have assets in several and move between countries during their life-time. Our offering of international financial planning services is therefore based on long practical experience.

Through our network of professional partners we help you finding solutions in the following areas:

  • Tax, mainly:
    • Income from capital (Interest, dividends, capital gains)
    • Gifts and inheritance
    • Pensions
    • Real estate
  • Holding structures (companies, life insurance, trusts, foundations,  single investor funds)
    • Proposing adequate structures
    • Selection of providers
    • Active evaluation of existing structures
  •  Change of residence
    • Tax consequences
    • Family law matters
    • Finding residence
    • Proposing advisors (lawyers, real estate agents, etc)
  •  Other issues, legal and financial e.g.
    • Inheritance planning
    • Assisting in transactions on closely held companies or real estate.
  •  What we offer:
    • An analysis of your questions and their practical implications.
    • A general overview of possible solutions.
    • Evaluation and implementation of solutions

Working together with a wide network of experts, we make sure that our clients get high quality solutions to the most complex, international questions. 

Please contact your Client Executive for more information.

 

 

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