Insights, guides & briefings.
Working papers from our directors on cross-border structuring, banking, licensing, mobility and tax. Long-form guides for the topics that repay careful reading; short briefings when the news moves.
Tier-by-tier diagrams of holding stacks, funds, trusts, licensed entities and asset vehicles — with the tax drivers and the failure points.
Browse the library →The brief, the structure we built, the sequence of steps, the timeline and the fee model — real files, identifying detail removed.
Read the files →Results
The currency problem nobody prices: matching assets to the life you actually live
A portfolio measured in dollars while school fees, mortgages and retirement are denominated in three other currencies is carrying an unmanaged risk larger than most of its market exposure. This article sets out how we think about currency for internationally mobile families — and why hedging everything is the wrong answer.
Cross-border portfolio construction: domicile, currency and the two traps that catch most investors
US estate tax on offshore-held US shares, and PFIC treatment of non-US funds. Two rules that quietly reshape how an internationally mobile portfolio should be built.
Every insight starts as a real client file.
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