Private wealth, structured to
cross every border.

The holding company is where a private balance sheet is either protected or quietly eroded. We select the jurisdiction and the entity form against how the assets actually behave — operating businesses, listed portfolios, property, private funds — then build the chain so that dividends, capital gains and eventual sale proceeds move without avoidable friction. Treaty access, substance requirements and controlled-foreign-company exposure are settled before incorporation, not discovered afterwards. Where a family already holds a structure, we review it against its original purpose and say plainly whether it still serves.

Typically includes

• Jurisdiction and entity selection against the asset mix
• Treaty positioning, substance and CFC review
• Incorporation, registers and ongoing filings

Residence determines where a principal is taxed, where a family can live and how freely they travel. We map the options that genuinely fit the situation — the UAE Golden Visa, European residence-by-investment routes, non-domicile and lump-sum regimes — against the tax position that follows, not against a brochure. Timing matters: departure from a former residence is planned with the same care as arrival at a new one. Family members, existing structures and eventual succession are treated as one problem, because tax authorities treat them that way.

Typically includes

• Residence and citizenship route selection with tax modelling
• Exit planning from the departing jurisdiction
• Applications, renewals and dependants coordinated end to end

A structure that is not administered properly stops being an asset and becomes a liability. We hold the annual cycle for every entity in the chain: statutory accounts, tax filings, registers, economic-substance declarations and beneficial-ownership reporting, in every jurisdiction the family touches. One senior contact tracks every deadline, so a missed filing in a minor entity never threatens a banking relationship or a treaty position. Reporting is consolidated into a single view the principal can read — not twenty local packs in twenty formats.

Typically includes

• Statutory accounts, tax filings and registers across the chain
• Economic substance and beneficial-ownership reporting
• Consolidated annual reporting in one format

Private holdings in digital assets raise questions most traditional advisors avoid: which entity should hold the keys, how custody is evidenced to a bank, how gains are characterised, and what a regulator will expect if the holding is material. We structure the holding vehicle, document custody and key control to an institutional standard, and position the assets under a regime that will still be defensible in five years — VARA in Dubai, MiCA in the European Union. Where a family office manages the assets directly, we address the licensing question honestly rather than hoping it does not arise.

Typically includes

• Holding vehicle and custody arrangements documented for banks
• Regime positioning under VARA or MiCA
• Tax characterisation of gains, staking and transfers

Most families think about succession as a document. It is a structure. We prepare the holding chain so that a sale, a transfer between generations or an unexpected death does not force a distressed decision — reviewing shareholder agreements, pre-emption rights, valuation mechanics and the tax consequences in every jurisdiction that will assert a claim. Where a business is heading for sale, the work starts years before the transaction: cleaning the cap table, evidencing substance and settling historic filings, so due diligence finds nothing it can price against.

Typically includes

• Pre-sale structural review and cap-table cleanup
• Succession mechanics across the jurisdictions involved
• Valuation, shareholder agreements and pre-emption terms

Opening and keeping an account is now the practical constraint on cross-border private wealth. Compliance teams decline structures they cannot follow, and a rejection at one institution follows a family to the next. We prepare the structure so it is bankable before the approach: a clear ownership chain, real substance where substance is claimed, documented source of wealth and funds, and a narrative that a committee can approve without escalation. Where an existing relationship is under review, we deal with the questions directly rather than through intermediaries.

Typically includes

• Source-of-wealth and source-of-funds files prepared to committee standard
• Substance built where the structure claims it
• Introductions and account opening in the jurisdictions that matter