Private clients
Freedom of choice for family and capital
Residence, citizenship, tax status, private banking, assets and succession.
Private client solutionsWe help private clients and business owners coordinate residence, tax status, international companies, banking access and assets within one practical strategy.
Private advisory
Residence affects taxation. A company affects banking. Family circumstances affect the centre of vital interests. Meridian coordinates these elements into an executable route.
Expertise
Legal status, mobility and a second residence option coordinated with tax and banking considerations.
Corporate structure, substance, payment flows and banking suitability in the selected jurisdiction.
Alignment of personal status, centre of vital interests, companies and assets before relocation.
Compliance preparation, source of wealth, international accounts and transparent ownership structures.
Private clients
Residence, citizenship, tax status, private banking, assets and succession.
Private client solutionsBusiness owners
Companies, substance, contracts, payments, banking and a manageable tax position.
Business solutionsGeography
One jurisdiction may suit residence, another business operations, and a third banking or investment. We assess the complete combination.
Decision logic
We establish the current structure, objective, geography and constraints.
We assess how each decision affects the rest of the structure.
You receive a clear order of action with timing and the next step.
How we work
We define the objective, constraints, timing, current status and risk areas.
We compare viable routes by applicability, consequences and budget.
We coordinate advisers, documents and execution through to the agreed result.
Confidential conversation
A brief outline is enough for the first conversation. Sensitive documents are requested later and only when necessary.
private@meridian-private.comConfidential intake
The objective, countries of interest and preferred timing are enough. No documents are needed at this stage.