BRUNELADVISORY
International structures & private wealth

Bring your business, ownership and wealth arrangements into focus.

For business owners and private clients with interests across countries, we coordinate structure requirements around the commercial and personal objectives, alongside the relevant legal and tax advisers.

01 / The scope

How we help.

01

Clarify the objective

Understand the assets, owners, activities and management arrangements before discussing a holding or private-wealth structure.

02

Connect specialist advice with local requirements

Coordinate provider requirements for companies, trusts or foundations alongside the legal, tax and succession analysis.

03

Prepare a consistent implementation file

Organise ownership charts, business explanations, funding information and the provider questions that need to be resolved.

03 / Useful answers

Your questions.

Can you work alongside my family or tax adviser?

Yes. Responsibilities are agreed so local coordination supports the advice and decisions within their mandate.

Do I need a trust or foundation?

That should follow from your objectives and specialist advice. We help scope the local requirements where such a structure is being considered.

Tell us what you would like to arrange.

Enquire about this service