Helping ultra high net worth individuals to grow their worldwide wealth in the United Kingdom and Switzerland

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‘Key Essentials as You Invest, Operate and Relocate to the UK’

As you are considering building your wealth overseas, in the UK or Switzerland, you might be trying to figure out all the details, such as sending your child to a boarding school overseas, opening a bank account in the UK or Switzerland, expanding your business operations worldwide, or making lucrative business and portfolio investments.

But simple, everyday decisions like these, which involve cross-border transactions, can trigger a number of international compliance and reporting issues that affect family’s wealth in their home country and may create unforeseen tax issues in a new country.

Don’t get caught with unnecessary liabilities and roadblocks.

Family relocations or an increased presence in new jurisdictions need to be planned well and in advance. Failure to do so, may result in:

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Higher Tax Liability in the Home Country and Overseas

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Trigger International Reporting and Surveillance

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Increased Scrutiny of Tax and Law Enforcement Authorities in Multiple Jurisdictions

Family Office in London as the single point of contact offers UHNWI the opportunity to organise their family’s affairs:

so that global wealth trust, business and fiduciary structures are compliant with international taxation;

a FOREX solution, which is specifically designed for high value transactions that involve cross-border and multiple currencies;

the correct UK immigration category, which meets the family’s short-term and long-term goals.

Book Your Bespoke Global Wealth Strategy Session