Work with me summary
I am the single point of contact for ultra and high net worth individuals who need to develop their global wealth strategy, which aligns with their personal vision, their business and investment goals and then meets regulatory, legal and compliance requirements.
I help them navigate the applicable regulatory and legal framework and tailor bespoke and comprehensive approach across UK immigration law, global financial structuring and tax advice, set up, administer and review their trust, business and fiduciary structures and benefit with cost effective foreign currency conversions.
As their trusted adviser, I preserve the integrity of their global vision and keep their personal and business matters private and protected; while they build, grow and expand their wealth worldwide.
Who I work with
My skill set and experience is best suited to service private individuals and their families who require bespoke and comprehensive approach across different areas of expertise. Such as, UK immigration law, global financial structuring and tax advice, set up, administer and review their trust, business and fiduciary structures and benefit with cost effective foreign currency conversions. This bespoke approach allows my clients to build, grow and expand their wealth worldwide.
It was our clients’ experience, which demonstrated time and again that they need to have a congruent global wealth strategy capable of addressing the required professional expertise in UK immigration, UK international taxation and global structuring. Funds move globally in multiple currencies, therefore, FOREX issues need to be addressed as well.
What we do together
Our first step in the process when we work together is to understand YOU and what is that you are trying to achieve. During our initial contact we will assess your personal requirements and circumstances and we will tailor the best solution to meet your bespoke requirements.
We perform best when we tailor the bespoke and comprehensive approach with client’s global strategy in mind across UK immigration law, global financial structuring and tax advice, set up, administer and review their trust, business and fiduciary structures and benefit with cost effective foreign currency conversions. Certain projects may include auxiliary and supportive services.
I thrive when I am invited to walk alongside my clients as they set out to accomplish their personal, business and investment goals. I find it very rewarding when my clients succeed and accomplish their goals.
- UK immigration services;
- Accountancy and UK tax advisory services;
- Global structuring: trust, business and fiduciary services;
- FOREX to facilitate international multi-currency transactions;
- Bespoke projects and services.
Let’s get started!
Ask Me Anything
The easiest way to get started is to Ask me any question you may have and it is designed to solve your specific problem and give you a specific answer.
If this is the case, follow the link to schedule a virtual meeting: https://bookme.name/FamilyOfficeinLondon/lite/ask-me-anything
You are either completely new to the UK and its regulatory and legal framework and you do not know where to start with choosing to invest, operate or relocate to the UK.
You have just left a meeting with your professional adviser: lawyer, accountant, private banker, asset or investment manager, fiduciary services provider or a regulated independent financial adviser and the clear course of action was not provided to you.
When we are working together you will gain clarity on how to meet your personal and business goals, keep compliant and continue to grow your wealth worldwide.
Explore the process of working together
You already know what type of problem you would like to solve or the result you would like to achieve. You would like us to work together on this and you need to find out how this process would look like for you. This is the link you can follow to schedule a chat with me: https://bookme.name/FamilyOfficeinLondon/lite/lets-chat