what we do
Six capabilities, one problem at a time
Most of the challenges we address do not fit neatly within a single discipline. Our work lies at the intersection of legal structuring, governance, tax awareness, financialrealities, and strategic negotiation.
International wealth planning
How assets, companies and families are held across borders — with succession, control and continuity built in from the start.
Cross-border structuring
Holding chains, investment vehicles and corporate architecture across Europe, the Americas and the Caribbean, designed with substance and bankability in mind.
Fiduciary governance & directorships
Board and committee roles, corporate secretarial discipline, conflict management and decisions that hold up when examined years later.
Complex and special situations
Delayed audits, shareholder disputes, liquidations, write-offs, provider replacements and pre-litigation. We take these files on when they are already difficult.
Coordination of the whole picture
AIFMs, depositary banks, administrators, auditors, valuers, tax advisers and external counsel, kept aligned around one version of the facts.
Analysis and second opinion
Reconciling contracts, accounts, valuations and cash when they stop agreeing — and saying plainly how a third party would read the same file.
why clients come to us
Designed around control, not geography
Most advisers sell you the country they happen to be in. We start from the outcome you need to be able to enforce, and work backwards to the courts, regulators and vehicles that will deliver it.
Enforceability first
We choose forum, governing law and vehicle so that ownership, control and succession can actually be enforced — not merely documented.
One structure, many systems
Holding chains that have to work simultaneously under civil law, common law and offshore regimes, without contradicting each other.
Direct access to the partner
No account layer. The person who designs the structure is the person who sits on its board and answers the difficult call.
Discretion as a default
Confidentiality, conflict management and information discipline are part of the design, not a policy page.
Independent of banks, product providers and promoters. The only interest we have in a recommendation is whether it holds.
Where we work
One firm, several legal systems
Spain
Luxembourg
Switzerland
United Kingdom
United States
Canada
Mexico
Bahamas
Our clients seldom live, invest and hold their businesses within a single jurisdiction. As a result, our work is not defined by the law of one country, but by the interaction of many: a Spanish family with a Mexican operating group, a Luxembourg holding structure, a Bahamian fund, and a U.S. banking relationship.
Our role is to bring these elements together. Local lawyers and tax advisers provide jurisdiction-specific expertise; we ensure their advice forms part of a unified, coherent, and defensible whole. The result is a structure that works across borders and a single point of responsibility when questions arise.
Jurisdictions are instruments, not loyalties. We choose them for what they can enforce.
Holding and investment architecture across multiple legal systems
Choice of forum, governing law and dispute-resolution mechanism
Substance, governance and documentation designed to be defended
Coordination with local counsel and tax advisers in each country
Banking, custody and account-opening processes managed end to end
Succession and transfer planning across borders and generations
Relocation and change-of-residence planning for mobile families
The Ecosystem
Best-in-class partners, selected and supervised
No structure of this scale can be managed by a single firm alone. We assemble, coordinate, and continuously oversee a network of regulated, independent providers, selected for their expertise, reliability, and proven track record rather than convenience.
Authorised AIFMs
CSSF-authorised managers carrying regulatory responsibility for portfolio and risk management.
Legal counsel
Luxembourg and cross-border law firms for fund documentation, corporate work and disputes.
Tax Advisers
Domestic and international tax specialists, including transfer pricing and Pillar II analysis.
Depositary banks
Regulated depositaries and custodians for safekeeping, cash monitoring and oversight duties.
Statutory auditors
Independent réviseurs d'entreprises agréés and, where relevant, second-opinion reviewers.
Administrators & valuers
Central administration, registrar and transfer agency, and independent valuation specialists.
Selection is documented. Oversight is continuous: initial due diligence, defined service levels, periodic review and the ability to replace a provider without disrupting the structure.
The operational environment
Structures built for a different decade
The assumptions that shaped international structures ten years ago no longer hold. Increase transparency, stricter banking practices, rapid technological change and an evolving geopolitical landscape have transformed the characteristics of a structure that can withstand scrutiny over time.
Automatic exchange of information
CRS and FATCA have made crossborder reporting a matter of routine. With DAC8 extending transparency obligations to crypto-assets from 2026, prudent structuring begins with a simple assumption: information will be exchanged.
We build for disclosure, not around it.
KYC and AML depth
Onboarding now reaches source of wealth, controlling persons and the full ownership chain. Files that cannot answer these questions do not open accounts.
The file is ready before the bank asks.
Artificial intelligence
The EU AI Act applies in stages through 2026 and 2027, and the CSSF supervises AI in financial services. We use AI where it sharpens review and control.
Machines for review. People for judgement.
Geopolitics and mobility
Geopolitical conflict is the top reported risk for family offices, and record numbers of families are relocating across borders each year.
Structures that survive a change of residence.
The question is no longer whether a structure is legal. It is whether it can be explained, evidenced and defended — repeatedly, to different audiences, in different countries.