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Not accessing the right advice for you

You are either completely new to the UK and its regulatory and legal framework and you do not know where to start with choosing to invest, operate or relocate to the UK.

Or maybe…

You have just left a meeting with your professional adviser: lawyer, accountant, private banker, asset or investment manager, fiduciary services provider or a regulated independent financial adviser and  the clear course of action was not provided to you.

Either way, this overload of new information has left you more confused, unsure and frustrated as you feel lost on how to proceed or cannot make sense of the professional jargon used in a meeting and how it applies to you.

You also feel that certain things may not truly apply to you or your circumstances, you read or you believe that there must be exceptions or a better way, which aligns with your personal vision, business and investment goals.

You are left confused and uncertain. You do not know where to start. You do not know whom to turn to have your questions answered.

What if you could speak to somebody who understands…

What if you had a single trusted adviser who only works with ultra and high net worth individuals like you? The trusted adviser who understands your personal vision, your business and investment goals. The professional who could guide you through the applicable legal framework and come up with the bespoke approach tailored exclusively for you?

Imagine how you will feel with the answers you need…

You feel liberated by having a dedicated professional working with you from day one. The adviser who helps you gain absolute clarity about your circumstances and the next steps on how to proceed. Instead of being passed around from one adviser to the next and receiving conflicting legal advice, which leaves you even more uncertain and confused about the right way forward and the very quality of advice received.

You have absolute clarity about your and your family’s UK immigration and tax status that preserves the integrity of your offshore trust, business and fiduciary structures, benefitting from cost effective foreign currency conversions and keep your personal business matters compliant, private and protected.

I can help you balance different legal, regulatory and compliance issues in accordance with your own priorities and goals.

Are any of these frustrations familiar to you?

  • You are not sure where to start;
  • You are not sure who is the right and competent professional for you;
  • You are fed up of being passed from one adviser to the next;
  • There is no alignment in the advice you are receiving, you are left conflicted;
  • You wonder: why can’t a professional just give me an overview of what is required and how to proceed?

    I can help you!

    I am the single point of contact for ultra and high net worth individuals who need to develop their global wealth strategy, which aligns with their personal vision, their business and investment goals and then meets regulatory, legal and compliance requirements.

    I help them navigate the applicable regulatory and legal framework and tailor bespoke and comprehensive approach across UK immigration law, global financial structuring and tax advice, set up, administer and review their trust, business and fiduciary structures and benefit with cost effective foreign currency conversions.

    As their trusted adviser, I preserve the integrity of their global vision and keep their personal and business matters private and protected; while they build, grow and expand their wealth worldwide.

    When we are working together you will gain clarity on how to meet your personal and business goals, keep compliant and continue to grow your wealth worldwide.

    Gaining the clarity you need

    You will gain clarity you need on the issues, which are important to you:

    • What is the correct UK immigration category for me, my family or business?
    • How do I become or do not become a tax resident in the UK?
    • Do I need to use a spv (special purpose vehicle) as I move, operate and invest in the UK?
    • How do I preserve my family trust, business and fiduciary structures while I move, operate or invest in the UK?
    • How do I stop acquiring a new Bentley in FOREX costs, banking fees and levies each time I make a high value transaction in multiple currencies internationally?

    If there is one question that you always wanted to ask, but did not know who to address it to, this is your opportunity.

    This is how we will work together

    Follow the link to book the virtual meeting

    You will scroll down to the bottom of the page where you will be able to choose the date and time that works best for you in the calendar and book a virtual meeting with me.

    The automatic setting is Zoom, please inform me if this is not the right choice for you and indicate your preference. You will be able to choose how you wish to be contacted in order to feel comfortable and sufficiently secure during our virtual meeting. 

    Next Steps

    You will receive an e-mail confirming that your booking was processed successfully. By replying to this e-mail, you will be able to share your thoughts, your specific issues or any specific questions you would like to ask me. You will then provide me with any documents, templates or suggestions you would like me to look at ahead of our virtual meeting.

    Meeting Preparation

    I will reply to your e-mail ahead of our virtual meeting. I will narrow down the question or summarise the information you have provided to me and the question to the answer you are seeking. You will need to confirm whether my understanding is correct. It is important to identify the right issue for you ahead of our 60 minutes virtual meeting so we can best use our time together. If this is a step you would rather skip, we can proceed with our virtual meeting without any further delay.

    Virtual meeting: 60 minutes

    During our virtual meeting I will ask you once again whether I understood your question correctly. We will focus our live discussion around this specific question or issue. I will ask you what is that you are looking to achieve and will tell you the best solution based on your unique personal circumstances.

    Final Follow up

    I will follow up within 5-10 working days with you to check with you how you are getting on. Our conversation will last for about 30 minutes and the purpose is to make sure you received the assistance on the matter you required and to see how you are getting along.

    Let’s get a clear answer to the multidisciplinary question you have and the next steps you need to take!

    Let’s get started!

    Step 1: Follow a link to make a payment and schedule the virtual meeting; 

    Step 2: Look out for an e-mail from me within the next 24 hours;

    Step 3: The e-mail will ask you to share any materials you may have or any specific questions, issues the way you see them;

    Step 4: I will e-mail you to narrow down the specific question you have;

    Step 5: Our 60 minutes virtual meeting will take place;

    Step 6: During the next 5-10 working days I will follow up with you with an additional 30 minutes phone call to see how you are getting along.

    Should you need to attract my immediate attention, please email me: Saule@FamilyOfficeinLondon.com