Strategic Service
You already have foreign residency. Now optimize how your wealth is organized, invested, and protected internationally.
International Wealth Architecture is a structured program for those who have already completed (or are completing) their tax residency transfer and now want to optimize their asset structure.
Unlike the Strategic Consultation — which focuses on the transition — IWA deals with the steady-state structure: how to hold your assets, where, with what tools, with what banking infrastructure.
It's a three-phase path, each with a specific deliverable. You can complete all three or stop when you have what you need.
Complete mapping of your current asset situation: assets, accounts, structures, income flows. Identification of inefficiencies and opportunities.
Deliverable: Detailed report with analysis of current situation and identified opportunities.
Design of the new architecture: where to hold assets, which investment platforms to use, how to structure banking infrastructure, asset protection considerations.
Deliverable: Detailed blueprint of recommended structure, with implementation roadmap.
Accompaniment through blueprint implementation: account opening, platform setup, transfers, coordination with local professionals.
Deliverable: Active support during implementation, until new structure is complete.
International Wealth Architecture is designed for those who:
If you don't have foreign residency yet, the Strategic Consultation is probably a more appropriate starting point.
Contact me for a preliminary conversation about International Wealth Architecture.