Global identity planning
Prioritise life, education, business and travel goals; map jurisdictions and questions to resolve.
Explore this service ↗PRIVATE CLIENT
Global solutions for international families.
Bring identity, family, business and assets into one planning conversation.
Eight service areas
Citizenship planning
Compare citizenship routes, dual-nationality questions and document maintenance; distinguish eligibility from personal needs.
Explore this service ↗Residency planning
Organise residence, renewal and family questions around intended presence, work and education.
Explore this service ↗Cross-border legal
Identify jurisdictions, contracting parties and dispute arrangements before defining local legal advice.
Explore this service ↗Banking coordination
Clarify account purpose and funding evidence. Banks decide independently; immigration status does not guarantee an account.
Explore this service ↗Tax & compliance coordination
Separate nationality, immigration residence and tax residence for analysis by relevant tax professionals.
Explore this service ↗Family & succession
Map family members, asset locations and care needs to succession and guardianship questions.
Explore this service ↗Corporate mobility
Separate shareholding, incorporation, staff transfers and personal work permission in a staged business brief.
Explore this service ↗What should an engagement define?
- Responsible professionals, jurisdictions, and the boundary between direct and partner services.
- Written scope, milestones, fees and third-party expenses.
- Confidentiality, conflict checks and secure document exchange.
Annual planning review
Revisit plans as life changes. Bring document expiry, family changes, residence patterns, bank records and asset plans into an annual checklist, identifying where fresh professional advice is needed.
View the annual checklist ↗