About our services: what we do, and what we don't
The questions clients ask most often before a first consultation, answered here in one place.
Do you file my tax returns?
We do not act as filing agent. The filing of returns and attestation are completed by independent licensed professional firms; we are responsible for designing the pathway, selecting the firms and coordinating delivery. This separation of roles is deliberate: judgement and execution check one another, and your overall risk is lower for it.
Can you guarantee how much tax I will save?
No—and we would urge caution towards any firm that makes such a promise. What we provide is a comparison of pathways and an assessment of risk, so that you decide fully informed; where an outcome rests with the competent authority, we tell you plainly that the decision is not ours to make.
How does this differ from a private bank's family-office service?
A private bank's family office generally organises its service around its own financial products; we sell no financial products, our income comes solely from the fees our clients pay, and we accept no commission or referral fee from executing firms. Standing only on the client's side is the premise on which a governance service can exist.
How large do my assets need to be?
The threshold is not size but complexity. Once family members, assets or businesses span more than one jurisdiction, the cost of “an adviser in each place and no one holding the whole picture” rises quickly—and that is the point at which a governance framework begins to create value.
How does the first consultation work?
Request one through our contact page; we will reply within two business days and arrange a time. The first consultation is free of charge and free of any sales pitch: the aim is simply to help you frame your situation and questions clearly, and to tell you candidly whether you need—and whether you are suited to—our services.
This article describes our services; the specific scope and terms are governed by the agreement signed between the parties.
This article shares general views only and does not constitute tax, legal or investment advice; any outcome decided by a third-party authority is subject to that authority's determination. For your specific case, please get in touch with us.
Related reading
The five most common traps in cross-border tax and family arrangements
What is truly dangerous is never the plainly unlawful, but misplaced assumptions: mistaking planning for a promise, treating “lawful offshore” as a shield, taking a one-off scheme for long-term governance. We unpack each in turn.
What high-net-worth families need isn't a “tax firm”—it's a governance platform
Expert answers are not scarce. What is scarce is a system that keeps making the long-term judgements on your behalf. A structural look at why “finding someone who really knows tax” doesn't solve a cross-border family's underlying problem.
Still have specific questions?
Tell us about your situation—the first consultation will help you frame your questions clearly.