Private clients. Family offices. Multi-generational wealth.

Trusts & Foundations

Trusts that protect and pass on family wealth, in every common form, plus Panama and Nevis foundations.

Real Estate Structuring

Own high-value property through properly run companies in tax-efficient countries.

Timeline4–8 weeks

Yacht & Aircraft Registration

Choose the flag, register and ownership setup for your yacht or private jet.

Timeline4–10 weeks

Banking

Private Banking Introductions

Personal introductions to top private banks in Singapore, Hong Kong, Monaco, Switzerland and London.

Timeline4–10 weeks

Advisory

Family Office Set-up

Designing single- and multi-family offices: who decides what, written rules, and how it runs day to day.

Timeline8–20 weeks

Mobility

Citizenship by Investment

Second passports through 13 government-approved programmes.

Timeline4–14 months

Mobility

Residency by Investment

Golden visas and residency in 13 countries — Portugal, the UAE, Malta, Greece and more.

Timeline3–9 months

Gold & Bullion Storage

Gold and other bullion stored in your name, kept separate from anyone else's, in non-bank vaults on four continents.

Timeline1–2 weeks

Personalised Wealth Strategies

One joined-up plan across every country you hold assets in — your goals first, products last, reviewed as your life changes.

Asset & Portfolio Management

Investment portfolios run by independent managers, either for you or with your sign-off — in several currencies, with all costs and any adviser payments disclosed.

Timeline4–10 weeks

Retirement Planning

Retirement planning for people whose pensions, employers and tax residence are spread across several countries.

UK Pension Transfers (SIPP / QROPS)

For people living outside the UK: should your UK pension stay where it is, move to a SIPP, or transfer to a QROPS (an overseas pension scheme)? We write down the trade-offs.

Timeline6–16 weeks

Global Investment Platforms

Investment accounts, tax wrappers and safekeeping arrangements, offshore or onshore, that match where you live and what you must report.

Education Fee Planning

Paying for international school and university in different currencies without disrupting the rest of your plans.

Timeline2–6 weeks

Insurance & Protection

Life, critical illness, income protection and key-person cover arranged for expats and families living across borders.

Timeline2–6 weeks