FOR PRIVATE CLIENTS
Personal financial matters that need an individual solution
Property purchases, education or medical expenses, provider selection and ownership planning. We help you understand the options and prepare for the next steps.
YOUR SITUATION
Why clients come to us
Typical situations private clients bring to us.
Sold a business or property — need to move the funds lawfully to an EU account
We prepare source-of-funds documents, select a provider and support you until the funds arrive.
The bank asks you to prove the source of funds
We review your documents, build a consistent source-of-funds account and prepare the response to the bank.
Buying property abroad
We plan the route and timeline so the funds are in the account before the payment date in the contract.
Paying for education or medical treatment abroad
We select a provider that accepts such payments and prepare evidence of the payment purpose.
Cryptocurrency you need to convert into money
We select a licensed provider for the conversion and prepare documents on the origin of the crypto assets.
Owning an asset: personally or through a company
We compare the options together with local lawyers and tax advisers and explain the consequences of each.
Moving capital to the EU?
Transfers to an EU account, funding a broker, capital structure and property — all on one page.
IN PRACTICE
From request to outcome
QUESTIONS AND ANSWERS
Frequently asked questions
In brief: guarantees, fees, documents and confidentiality.
START WITH A CONVERSATION
Tell us what you need to resolve.
Meet us for a free introduction and agree the next step.