Personal Financial Consultation

We provide you with a personal meeting or phone call to discuss your current and future financial situation. You direct the conversation on any financial topic you need help with.

Thanks to our global reach and the diversity of our clients, we are familiar with the specifics of investment, credit, tax and other issues in many countries.

This service will allow you to:

• Get general recommendations for asset structuring in accordance with immigration, tax and other legal requirements
• Get an assessment of your potential assets and liabilities
• Identify investment opportunities
• Find the ways to optimize taxation when investing and moving to another country
• Get an answer to any other question about your personal financial situation

During your personal financial consultation, we can give you specific recommendations for:

• Asset structuring in accordance with immigration, tax and other legal requirements
• Balancing your assets and future liabilities through proper planning and investing
• Creating liquidity and income in a portfolio
• Optimizing your taxes when investing and moving to another country

SERVICE PREPARATION PROCEDURE

After filling out the form on the left, we will contact you to arrange a consultation.

To get the most out of this service, you can send your questions or available financial statements in advance, if you would like to discuss them.

ADDITIONALLY

If after the first consultation you decide to use any of your company’s other services, we will give you a discount that exceeds the cost of consultation.