Global Wealth Strategy Session is the First Step
Book a series of consulting sessions with me, a trusted adviser who understands your personal vision, your business and investment goals.
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?
If there is one question that you always wanted to ask, but did not know who to address it to, this is your opportunity.
I can help.
I am one of the very few professionals who is able to look at your assets from a holistic perspective and identify the multiple legal, regulatory, tax and compliance risks that you may be exposed to.
I am the single point of contact for ultra and high net worth individuals like you who need to develop your own global wealth strategy, which aligns with your personal vision, business and investment goals and then meets regulatory, legal and compliance requirements.
I help you navigate the applicable regulatory and legal framework and tailor bespoke and comprehensive approach across global wealth, legal and financial structuring, UK tax planning and UK immigration, set up, administer and review your trust, business and fiduciary structures and benefit with cost effective foreign currency conversions.
As your trusted adviser, I preserve the integrity of your global vision and keep your personal and business matters private and protected; while you build, grow and expand your 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.
I have been working with ultra high net worth individuals in Mayfair, London since 2008 and have cared for their global assets with the particular emphasis on the legal, regulatory and tax compliance in the UK and Switzerland. I am a public accountant and IAA (Immigration Advice Authority formerly OISC) regulated UK immigration services adviser in the UK.
This is how we will work together
Your Bespoke Global Wealth Strategy will include:
Global Wealth Strategy Session.
In this session, we will focus on your immediate and long-term goals. I will answer any immediate questions you are having as well as make the initial necessary suggestions.
UK immigration status review.
Do you intend to increase your presence in the UK? If so, what is the best solution to your family? Do you wish to establish a legal residence? Is Tier 1 Investor visa or British citizenship your long-term plan?
UK international taxation review.
How are your worldwide assets structured? Where is your family’s wealth situated? Where do you want to establish your tax residence? Are you considering Swiss residence under Swiss lump sum arrangement?
Global structuring review, including trust, business and fiduciary.
How are your current assets currently held? Does the current structure meet your needs and requirements? Do you need to prepare and structure your new transaction? Are you doing business in Switzerland or the UK? Do you need a suitable vehicle to do your business worldwide?
FOREX review to facilitate international multi-currency transactions.
Are you planning or doing any multi-currency transactions and payments internationally? Do you need a better setup or currency exchange rate? Do you want to protect yourself and your business and manage inherent currency risks better?
Custom projects and auxiliary services, as needed
Past projects include advising on financial regulations, requirements to start own bank, family office, FCA regulated asset management firm, bespoke investment fund, establish fiduciary services arm and assistance with an international presidential campaign.
It’s critical that, first and foremost, I understand YOU and what it is that you are trying to achieve. Together, we will assess your personal requirements and circumstances and tailor the best solution to meet your unique requirements.
We get the best results when we tailor your approach with a global focus across UK immigration law, global financial structuring and tax advice, and set up, administer and review your trust, business and fiduciary structures, and develop cost effective foreign currency conversions.
I thrive when I am invited to walk alongside my clients like you as you set out to accomplish your personal, business and investment goals. When you succeed and accomplish your goals, so do I.
Let’s Discuss
I would like to invite you to work together with me on developing your Bespoke Global Wealth Strategy.
This Offer is Right for You if:
- Your net worth is over £10M GBP;
- Group of assets or investments are in excess of £5M GBP;
- Your assets are unencumbered and are free from loan and debt relationships and claims.
Your Bespoke Global Wealth Strategy starts at £10,000 GBP exclusive of VAT. Please book a call to discuss your requirements and concerns.
Book Your Global Wealth Strategy Session Today!