Succession planning
The patriarch of the family about to retire contacted us through their family lawyer. He would like to have as smooth as a possible transition of the family business to his three children.
Residency & Citizenship
Bahamas
Are you interested in becoming a resident of Bahamas?
Let's check the benefits of the temporary residency.
Costa Rica
Are you interested in becoming a resident of Costa Rica?
There are 3 different variants to choose from.
Initial Meeting
During our initial introductory meeting or a conference call we will discuss your matter and how we can help you. We will ask you reasons for considering residency and/or citizenship of other country to enable us to correctly address your specific needs and provide you with our expertise regarding your new residency and/or citizenship. We work as a team of experienced professionals based in different jurisdictions and will advise you in a bespoke manner.
Due Diligence
Before starting providing our services to you, we, as a regulated entity, will run necessary due diligence on you, i.e. know your client (KYC) and anti money laundering (AML) screening in order to know who you are and what is your risk profile, in order to decide whether to take you on board as a new client. Following successful due diligence, we will conclude a service contract with you, to be served as a legal basis for providing our expert services.
Take Action
Once the due diligence is successfully completed and the service contract concluded with the first payment remitted by you, our team will commence its work regarding your residency and/or citizenship. We will update you about the work in progress and possibly ask additional questions along the way. After our work is done, we will kindly ask you to give us your feedback which is important for our ongoing effort to improve our services.
Family offices are normally private firms that supports wealthy families with the management, organisation and maintenance of their wealth, business, investments and other affairs. The purpose and main task of the family office is to protect and preserve the family wealth for present and future generations and actively manage it in order to grow.
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Initial conversation
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