You worked hard to build your wealth. We help protect it.

Too much of what you have built depends on single factors.

One : country, banking system, legal system, tax environment, government, central bank, currency, passport, residency

You do not need to leave tomorrow. You need to be ready with options today.

The Global Wealth Compass

Risks are rising everywhere.

Our Global Wealth Strategy Compass defines the six areas essential to your safety, freedom and growth.

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  1. Keep what you have built out of reach of risks that are not yours.

    • Trusts & foundations
    • Holding and ownership structures
    • Separating business and private risk
    • Succession & estate planning
    • Family governance
    More on Asset & Wealth Protection
  2. More than one bank, one country and one currency.

    • Private banking relationships
    • Corporate & personal accounts
    • Non-resident accounts
    • Multi-currency set-up
    • Access to credit and liquidity
    More on Banking Diversification
  3. Pay tax where it makes sense, lawfully and defensibly.

    • Personal tax residency
    • Exit and relocation planning
    • Corporate tax & substance
    • Double tax treaties
    • Tax-efficient sale of a company or asset
    More on Tax Optimization
  4. More than one place to live, and more places to go.

    • Residency by investment
    • Citizenship by investment
    • UAE Golden Visa
    • Family and travel planning
    • A Plan B residence
    More on Residency & Citizenship
  5. Companies set up or relocated to where they serve you best.

    • Company formation: UAE, US, international
    • Holding structures
    • Company migration & redomiciliation
    • Substance & compliance
    • Family office set-up
    More on Corporate Structuring
  6. Grow what you have, in line with your plans.

    • Investment strategy & allocation
    • Portfolio review
    • Asset management
    • Private markets & real estate
    More on Wealth Building

What we do

Choose how you want to work with us.

Each route combines different levels of strategy, access, implementation support, and ongoing involvement.

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Two areas

Global Explorer

Two areas, planned properly.

Advisory · your roadmap

  • Two areas of your choice
  • Personalized assessment
  • 2 advisory calls × 60 min
  • Implementation cost assessment
  • Personalized roadmap
  • 30 days follow-up support

Execution · roadmap + implementationExplore your options, including implementation. Priced to your individual requirements.

Everything in Advisory, plus:

  • Roadmap implemented for you
  • One team for every step
  • Support during and after
More about the Global Explorer
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Four areas

Global Navigator

Four areas, and how they interact.

Advisory · your roadmap

  • Four areas of your choice
  • Personalized assessment
  • Area interactions mapped
  • 3 advisory calls × 60 min
  • Personalized roadmap
  • 60 days follow-up support

Execution · roadmap + implementationExplore your options, including implementation. Priced to your individual requirements.

Everything in Advisory, plus:

  • Roadmap implemented for you
  • One team for every step
  • Support during and after
More about the Global Navigator

Pricing

Global Intro Not looking for a roadmap? Looking for advice on a specific topic? Book a private session. One hour, one area, one expert. Book a private session

Custom path

Can’t find the right route? Build your custom path.

Talk to our team about it