Protecting wealth, for cross-border investors.
Seeking to unlock your wealth.
Our tax planning strategies are designed to minimise any potential tax liabilities both present and, in the future, unlocking our client’s wealth.
Understanding International Tax
Our goal is to help clients understand their tax obligations, regardless of where they are resident.
Investment Opportunities
Through our global network we can offer our clients access to investment opportunities via some of the largest asset managers in the world.
Minimising tax,
Maximising opportunity –
Our services.
CROSS-BORDER TAX PLANNING
We provide cross-border advice for international clients moving between jurisdictions through work or retirement.
LEGACY & ESTATE PLANNING
We advise clients on their legacy and estate planning, helping them understanding how their Domicile and Residency can affect the distribution of their estates.
INVESTMENT RESEARCH
We through our global partners offer investment research and guidance to our clients enabling them to make informed investment decisions.
COMPANY AND TRUST FORMATIONS
We can assist and manage the formation of individual companies and trusts on behalf of our clients.
VISA AND IMMIGRATION SERVICES
We provide advice on visa and residency programs globally assisting clients with the ability to live and work from any country globally.
Read more about our services
on our Articles page.
Get in touch
You can reach us by dialling 04-258-9951, or alternatively, you can complete the contact form. One of our team members will promptly respond to your inquiry.