01
Lifestyle and location plan
We compare options for your life, and your assets, in countries across factors such as standard of living, residency pathways, legal protections, public safety, tax and wealth policies, asset protections, risk and lifestyle fit to help develop a plan to access these opportunities.
02
VISA & immigration
We'll help you navigate complex VISA processes and make sure you're fulfilling the residency requirements once you've got it. Our expert advisors will help you understand any legal or policy changes as they happen.
03
Relocation logistics & co-ordination
Moving's hard enough, let alone overseas. We'll make your move easier by helping you find your ideal home, schools and healthcare, and support you to smoothly integrate into a new lifestyle by connecting you with trusted local networks.
Where I live & hold my wealth
There is more than one place you can call home, and more than one country where you can hold your assets.
01
Succession planning
Leaving a legacy can be fraught with conflict; we can plan and build structures that protect your assets while preserving harmony with wills, trusts and succession strategies that are supported by family constitutions, regular updates, legal filings and robust governance models to ensure your wishes are honored.
02
Risk planning & mitigation
We prepare you for unexpected events, building financial resilience through the use of global insurance policies and ensuring access to security services wherever you are. We ensure your family is covered in the face of health issues, accidents or external shocks.
03
Next-generation planning & education
We can set your family up for success by defining a global blueprint of where's best to live, learn and thrive, making sure their progress, pathway, and overall direction is aligned to your family goals.
How to set up my family's future
Planning for your family's future means more than just passing on wealth - it's about positioning the next generation for success.
01
Wealth diversification strategy
How you hold your assets is just as important as how you invest them. Global options help you balance growth with your risk appetite. They range from access to exclusive off market deals through our network of global partners to diversifying your asset allocation to plan against unforeseen events in your life.
02
Asset protection
We protect what’s most important to you by identifying where you're most at risk, recommending the right structures to shield your assets and setting them up in jurisdictions that can reduce your exposure.
03
Tax optimisation
Take care of your wealth by putting in place smart, legally sound tax strategies. We design flexible structures that can help manage your tax burden and adapt to changing laws over time.
How I grow & protect my wealth
Growing your wealth is only part of the story; true financial success means building financial stability and resilience that lasts.
01
Corporate structures & jurisdictions
We help set up your business the right way, starting with a comprehensive analysis of jurisdictions that suits your industry, and then recommending the right mix of entities and governance frameworks to reduce risk, stay compliant and run your operations more effectively.
02
Transaction structuring & due diligence
We use our global understanding to help you assess new business investments or asset purchases for your business. We can conduct comprehensive due diligence and risk analysis, and provide advice on key risks related to these transactions. We include post-deal integration services to ensure alignment with your goals.
03
Compliance & regulatory risk
We can keep on top of your regular compliance audits, creation of filing calendars, monitoring regulatory updates, and reviewing global compliance obligations and periodic risk assessments to catch any gaps before they become problems.
How my business thrives
Thriving businesses need more than ambition. Real growth comes from scalable systems, sharp strategy, and global compliance.
Things to ponder.
01
Have I arranged for the most tax-efficient and future-proofed ways to arrange my affairs that can help me stay finanically stable for the near and longer term?
02
How should I structure my income or business when working across multiple jurisdictions?
03
Are there locations in the world that will better fit my lifestyle and wealth choices?
Ready for answers?
Things to ponder.
01
Have I taken steps to establish my intentions for my wealth to avoid disputes and legal confusion later on?
02
Can I trust that my family will use this wealth wisely and responsibly when it is passed down to them?
03
Are there safeguards in place to ensure my legacy continues even if family dynamics change, or unexpected events arise?
Ready for answers?
Things to ponder.
01
Have I considered options for my life and wealth that can help me adapt to changes in regulations, family and macroeconomic changes?
02
How protected are my personal and family assets from legal or financial threats?
03
Would a creditor, former business partner, or estranged family member be able to reach into my assets if something went wrong?
Ready for answers?
Things to ponder.
01
Am I organising my business affairs in a resilient way, that will help me respond to legal issues if they arise?
02
Now that my business has grown bigger than my capabilities, what are the best global options to structure my business?
03
If my family business is my family's biggest asset, have we done enough to sufficiently protect it?