The business held your capital. Now a structure must hold it.

The old footing has stopped holding, treaties have changed, transparency has tightened, a change of country is under way. The House rebuilds your personal capital into an international form while the structure still stands.

This is you if

Your holding rests on jurisdictions whose tax treaties no longer work in your favour.
You are changing country, but the second footing is not yet in place: residence, bank, personal reporting.
Capital must be moved so the correspondent bank does not close the door, and CRS/CARF does not catch you off guard.

A structure is rebuilt while it holds, not when the request arrives.
The window closes sooner than it seems.

Settled positions for the owner

Five moves around personal capital

IAn international footingResidence, banking and personal reporting in a chosen jurisdiction under a single mandate, a stable footing on which the capital stands.→IITuned to the tax treatyApplication of the double-taxation treaty and the withholding rate in fact, not on paper, with residence and a TRC to match.→IIIA holding, turnkeyRebuilding ownership out of obsolete structures into working jurisdictions, redomiciliation or a clean liquidation.→IVBanking accessThe chain of ownership and the source of funds documented in advance: you walk into the bank prepared.→VClosing CRS/CARFAn assessment of exposure, a target structure and a migration plan, closed before the exchange of information, not after the request.→

“Not optimisation. A settled position.”

A fixed mandate with a defined end, one partner of the House for the whole transition.

Rebuild before the request arrives.

A Diagnostic will give the ownership graph, a map of risks and three scenarios for rebuilding. Days, not months.

Set the House a task →