Extended Services
Guiding the big-picture moves, from Property investment advisory USA to Golden Visa and long-term residency structuring USA.
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Extended services for decisions that shape your next decade
Some choices sit outside day-to-day bookkeeping yet shape the next decade. Buying or selling property, changing residency, setting up new entities or planning for the next generation all touch tax, regulation and family life at once. Our Extended Services team steps in for those decisions, bringing structure to asset holding, cross-border planning and succession so nothing important is left to guesswork.
Strategic asset and residency planning
We link property decisions, personal relocation plans and business interests, so location, financing and long-term residency all work together rather than against each other.
Wealth and entity structuring support
We help you decide how assets should be owned, which entities make sense and how wills, trusts and partnership terms can reflect what you actually want to happen.
Our advisers look at the whole picture: companies, investments, families and jurisdictions. Property investment reviews sit alongside cash flow and tax analysis. Residency plans are tested against business commitments and school calendars. Wills, shareholder agreements and partnership terms are read in the same sitting as balance sheets and cap tables. One team keeps the moving parts aligned while you decide what kind of future you want to build.
Scope of services
- Property investment review and compliance checks
- Residency and immigration planning support
- Company incorporation and holding-company structuring
- Offshore entity and cross-border ownership planning
- Joint venture and partnership advisory
- Coordination with wealth managers and private banks
- Will and estate planning liaison with legal counsel
Our mission is to build the foundation of a secure future
- Align property and investment decisions with risk appetite, liquidity and family plans, instead of treating each purchase in isolation.
- Connect residency options, entity structures and offshore holdings so every choice reinforces the rest of the structure.
- Give joint ventures and partnerships clear rules, decision paths and exit routes from day one to limit friction later.
- Keep conversations around wealth, wills and succession anchored in real numbers, real people and realistic timelines.
On this side of the practice, discussions are personal and the stakes feel high. You might be considering a move, preparing the next generation to take over or adding a new country, partner or asset class. We bring order, options and sensible pacing to those crossroads, working alongside your lawyers, private bankers, tax advisers and family office so everyone is reading from the same playbook.
- One advisory team that can see the full picture across assets, entities, family and residency.
- Documents and structures designed to make sense in more than one jurisdiction.
- Guidance that matches your tempo, so important decisions feel considered rather than rushed.
FAQs – Extended Services
When should we involve you in an Extended Services engagement?
It helps to talk before you sign contracts, file immigration papers or form new entities. Early input lets us test options, highlight knock-on effects and avoid structures that create avoidable tax, banking or succession problems later.
Do you replace our attorney or wealth manager?
No. We sit between advisers, focusing on numbers, structure and practicality. Your attorneys lead on documents, and your wealth managers lead on portfolios. Our role is to ensure the tax, accounting and governance angles all support the same plan.
Can you help if our assets and family members are spread across several countries?
Yes. We map where people, entities and assets sit today, then work with local professionals in each country. That way, ownership, reporting and succession plans stay coherent across borders rather than being designed in isolation.
What types of clients usually use Extended Services?
Entrepreneurs, executives, family-business owners and investors who are buying or selling significant assets, relocating, or planning for succession tend to use this support. They want one team that understands both the financial detail and the family and governance implications of each move.
