International Tax & Wealth Experts.

Over 20 years in business

Live an empowered life.

Learn how the wealthiest families and entrepreneurs live a life of balanced taxation, low single Government control and global freedom, power and abundance.

Step 1: Watch this Video with Ross:

Step 2: Schedule a call

What to expect on the call:

You will learn how the global elite and UHNWIs beat the system.

  • We will apply advanced legal and tax strategies to your specific situation.

  • Alleviate your anxiety around complex legal, tax and regulations affecting you, your family and your businesses.

  • We help you predict, prepare and futureproof your wealth.

  • Ensuring you do not suffer at the hands of overreaching and excessive regulation or taxation.

  • Protecting your assets from legal risks in a dangerous world.

  • Ensuring the success and safe passage through the rough seas of the vulturous legal world.

  • Scroll below more details on our methodology and what to expect and download our International Tax And Wealth Planning Strategy offering by clicking the red button here.

Our Methodology

Step 1 - Exploration Call

We complete a short video call together to understand the challenges you are facing and discuss how we can help you solve them. After this we send you a Confidentiality Agreement to confirm our commitment to your privacy, and book a date for the first diagnostic video call.

Step 2 - Diagnostic Call 1

During this video call we dive deeper into your life ambitions and main concerns. We believe it makes sense to understand your ambitions and background before we approach the legal and tax work. This allows us to understand the context in which we need to put our legal and tax analysis and recommendations. We then schedule a date for the second diagnostic video call.

Step 3 - Diagnostic Call 2

This is where we go technical. We will draw out together all your multi-jurisdictional connections, where funds are flowing, reporting obligations are, where assets are, and which countries you are exposed to now and potentially in the future. Often for our clients this is the first time they have ever mapped out their affairs and seen the big picture.

Step 4 - Delivery of Full Analysis & Recommendations

We will then deliver to you a full report, not only outlining your full global legal, tax and regulatory position but also importantly our strong recommendations on how you can improve this position and implement the life you want.   People often feel a sense of relief as for the first time they can see what they need to manage, and have someone alongside them helping them to do so. Before, they didn’t know what they didn’t know. Now, they are clear. 

Step 5 - Six Months Implementation Support

We then move into action. We will work alongside you and provide all the guidance you need in order to make the changes you need and to implement the plans we have discussed. Often this will involve completing tax simulations in countries you may wish to move to, opening bank accounts, obtaining visas and even second citizenships. It may involve setting up companies and trusts. We will open our extensive global network to you, to help you execute wherever you need to globally. 

Ongoing - Further Lifetime support

We don’t see this as a one time piece of work. We like to work with clients where we can develop long term relationships. Often, our strategies are developed and implemented over years, not months, and are made to be flexible for changes and unexpected events. We appreciate our clients build trust with us, and don’t want to lose that. We hope we can build a lifetime and fruitful working relationship with you and your family. 

Testimonials

International DJ

"Ross was the best consultant I could find! Very reliable, precise, fast and always open to give useful advices. On top of that he's very friendly which added value to the whole experience. I will definitely hire him again in the future."

New Zealand Family immigrating to Switzerland

"Ross was a pleasure to work with & knows his stuff. All our questions where thoroughly researched & well answered in a timely manner. Highly receommended."

German Eco-Entrepreneur

"Ross has been highly professional, efficient and confidential, helping to resolve our needed tasks. The relation was always very personal, trustfull and reliable. He’s very friendly and respectful in his communication and easy to do business with. It really has been a pleasure. We will always come back to Ross for potential support."

South African Tech Entrepreneur

"Ross is highly knowledgeable in financial compliance law and procedures both from a theoretical perspective and in practical implementation. He has a keen business sense and always provided sensible and value-for-money guidance and suggestions."

Zurich/US based Entrepreneur

"I recently had the pleasure of working with Ross on a legal matter, and I cannot recommend him highly enough. His knowledge and expertise are truly impressive, and he always went above and beyond to ensure that I received the best possible outcome. What stood out to me the most was Ross's professionalism and dedication to his clients. He took the time to explain everything clearly and patiently, and he was always available to answer any questions I had. His kindness and compassion also made a difficult situation much easier to navigate. Overall, I am extremely grateful for Ross's services and would recommend him to anyone seeking legal counsel. Thank you, Ross, for your hard work and for making a positive difference in my life."