Global Positioning & Cross-Border Asset
and Tax Planning for High-Net-Worth Individuals

Integrating Global Positioning, Capital, and Tax Strategies
to Build a Worldwide Asset Protection Network

Cross-Border Structuring × International Capital
× Tax Architecture × Wealth Succession
Optimization, and Lawful Tax Efficiency

In today’s era of global capital mobility and financial transparency, high-net-worth families and business owners face growing challenges—information asymmetry, increasingly complex asset structures, and mounting tax pressures. Our advisory team, composed of certified accountants and international capital consultants, provides a comprehensive review of your financial landscape and designs compliant, flexible, and adaptive asset and tax structures tailored to your objectives—whether wealth preservation, tax efficiency, succession planning, or corporate holding strategies.

Our Advisory Services

  1. Cross-Border Structuring & International Strategy

    Global investment and tax optimization jurisdiction consulting (e.g., Portugal, Dubai, Thailand)
    Cross-border strategy design addressing education planning, global mobility, and corporate holding needs
    Integrated planning of cross-border structures, tax residency, and asset-related taxation

  2. International Asset & Capital Management Structures

    Planning of overseas real estate, funds, equity, insurance policies, and other assets
    Establishment of SPVs (Special Purpose Vehicles) and Family Office structures
    Optimization of onshore/offshore capital allocation and income attribution structures

  3. International Tax Compliance & Tax Efficiency Planning

    Risk management for tax information exchange regimes such as FATCA and CRS
    Analysis of global tax regimes, including GILTI, Global Minimum Tax, and Controlled Foreign Corporation (CFC) rules
    Beneficial ownership (UBO) structuring and income attribution strategies

  4. Family Wealth Succession & Risk Isolation

    Estate and gift tax burden assessments with tailored structuring solutions
    Planning succession tools such as offshore trusts, insurance vehicles, corporate holdings, and foundations
    Asset ring-fencing and holding structure protection for high-risk family businesses

Our Advisory Model

A Comprehensive Advisory Approach: From Needs Assessment → Structural Design → Cross-Border Implementation

Collaborating with International Legal, Tax, Corporate, and Financial Law Advisors

Seamless Integration with Banks, Asset Management Firms, and Accounting Practices

Special Focus on the Synchronized Alignment and Adjustment of Four Key Elements: Strategy, Tax, Assets, and Equity

Ideal Clients

High-net-worth families and business owners considering cross-border structures or asset reorganization

Individuals with offshore assets who have yet to establish proper tax compliance and reporting structures

Families and corporate groups preparing for wealth succession or structural optimization

Those seeking to establish family holding platforms or global capital holding structures

Why Choose Us？

Extensive experience in cross-border capital planning with a deep understanding of the complexities at the intersection of assets and finance

Goal-oriented asset and tax structuring, tailored to unique needs rather than standardized templates

A multidisciplinary team of international advisors, tax attorneys, wealth managers, and corporate consultants working in integrated execution

Expertise in addressing common challenges for high-net-worth families: double taxation risks, layered asset control, and conflicts in domestic vs. offshore reporting