Let returns compound in the right wrapper.
Where an investment is held can matter as much as what it is. We design the holding structure for your portfolio, so dividends, interest and gains are taxed once, at the lowest rate the rules allow, and can be reinvested.
- Price
- Set in your written proposal
- You receive
- A holding structure for your investments, with accounts opened and a written rule for moving profit into it.
Scope, timeline and price in writing before any work starts.
What we set up. Around your portfolio.
- 01
Pay yourself first
A fixed share of profit moves to investment before anything is spent, written into how money leaves the company.
- 02
Investment holding
A company that owns your portfolio, chosen for how it treats dividends, interest and gains, and for how money can later reach you.
- 03
Brokerage accounts
International brokers with access to global markets in several currencies, held by you or by your holding company.
- 04
Insurance wrappers
Investment policies based on life insurance, where your country recognizes them, which can defer tax and simplify succession.
- 05
Currency
Cash and investments held in more than one currency, so one currency’s fall does not set the plan back.
Our part. And what stays with you.
- 01
Structure, not stock picks
We design the structure your investments sit in. Choosing the investments stays with you or your licensed adviser.
- 02
Reporting
Every account and policy declared where it must be, with the reporting calendar set up at the start.
Questions, answered.
01Do you manage money?
No. We design and set up the structure, and work alongside the adviser or manager you choose.
02Can you promise a return?
No, and nobody honestly can. We make sure the return you do earn is not taxed more than the rules require.
Start with a confidential consultation.
Tell us where you live, where you earn and what you want to protect. We will map your options on a call.