Private wealth (HNWI)
Comprehensive solutions for managing personal and family wealth, ensuring reliable capital protection, tax efficiency, and estate planning.
Our clients' assets are rarely concentrated in one country. More often, they are globally diversified: real estate in Spain or the UAE, investment portfolios in the US or Switzerland, business ventures in Serbia or Singapore, and primary income flows from digital products, technologies, and startups.
A well-structured asset strategy ensures asset protection, safeguards against misappropriation, nationalization, or enforcement actions, improves tax efficiency, simplifies inheritance planning, and protects personal wealth even amid market, political, or legal turbulence.
All our clients share common goals: to preserve and grow their wealth, ensure the protection of their family and assets, minimize regulatory risks, and build an effective model for managing their international position for many years to come.
- HNWIs
- International entrepreneurs
- Global investors
- Family business owners
- Digital nomads & tech founders
- Professionals with international income
Asset Protection and Risk Management
We create sustainable legal structures (trusts, foundations, holding structures) that protect assets from claims, divisions, sanctions, and unexpected seizures. We include analysis of personal and business risks and provide transaction support. We develop protective mechanisms for potential personal, tax, and corporate conflicts.
Estate Planning and Asset Transfer
- Creation of family business and asset management rules
- Development of inheritance planning strategies
- Legal support for inheritance disputes
- Consultations on international inheritance law
International Capital Structuring and Asset Management
- Creation and support of private holding structures
- Creation and support of trust and fund structures
- Real estate and investment structuring
- Structuring income from intellectual property
Consulting on Tax Residency Issues
We analyze the client’s current and planned tax status and select the optimal residency model, including special regimes (Beckham Law, NHR, tailored tax incentives, etc.). We develop tax burden scenarios across different countries, reduce risks of double taxation, and ensure compliance with reporting requirements.
Legal Support for Immigration through Investment Programs
We evaluate and implement investment strategies for obtaining residency or permanent residency, including CIP, RBI, D7, NHR, Golden Visa, and other programs. We verify compliance with requirements, prepare legal sources of funds, and coordinate country selection with tax planning. We work with Portugal, Spain, Malta, Cyprus, UAE, the United Kingdom, and other countries.
Establishment and Support of Family Offices
We create tailored family office structures — from single-family to multi-family — with legal, administrative, and tax planning. We help establish intra-family processes: asset management, philanthropy, succession, and corporate roles. We select the operational jurisdiction, set up KYC/AML processes, and facilitate interaction with banks.
Migration matters
We plan the change of a client’s country of residence and/or tax residency, taking into account their income structure, assets, and goals. We work with Digital Nomad, Golden Visa, Talent Visa, and other special residency programs. We prepare documents, support submission, and interact with immigration authorities. We align personal goals with business interests and tax implications.
Support for investment transactions
We provide a full range of services for investment deal support: due diligence and risk assessment, preparation of contractual documentation, negotiations, registration procedures, and ongoing legal support of the asset
Support for Transactions Involving Art and Collectible Assets
We ensure legal transparency of transactions involving art, antiques, vintage cars, digital collectible assets (NFTs), and other intangible objects. We verify ownership rights, support authenticity verification and logistics, and integrate transactions into the overall asset structure. We take into account inheritance, tax, and sanctions aspects.
Why do clients trust in in structuring their personal assets?
- We offer more than a service—we become strategic partners Beyond fulfilling a request, we immerse ourselves in the client’s life, business, and goals, monitor regulatory landscapes, and proactively adjust strategy. Clients can count on long-term support.
- One project, one manager—supported by a multidisciplinary team Tax, corporate, immigration, family law, digital assets: the full scope of expertise is available through a single manager. No need to coordinate multiple advisors.
- International Team We’ve supported clients with assets across 10+ jurisdictions. We know how to align tax residency in one country with business in another and investments in a third.
- Solutions with Long-Term Value We don’t just solve today’s issues—we build strategies that withstand legal changes, audits, and life transitions.
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