Family goals and profile
Determining the content of the block "Family goals and profile": We take into account the composition of the participants, the dependence of their statuses, documents and long-term family consequences.
Meridian Private Advisory Service
We compare countries on the basis of status, presence requirements, tax position, banking infrastructure and family conditions.
Scope of work
We fix the goal and restrictions, check the applicability of solutions and take into account their impact on personal status, taxes, banks, business and assets.
Determining the content of the block "Family goals and profile": We take into account the composition of the participants, the dependence of their statuses, documents and long-term family consequences.
In the direction "Conditions of status and presence" We check the grounds, rights, mandatory confirmations, conditions for maintaining and extending the status.
For the block "Taxes, banks and infrastructure" We compare the calendar, revenues, companies, reporting and obligations in the affected jurisdictions.
Result
The composition of the result depends on the initial situation, but always includes a practical procedure and areas of responsibility.
"Short list of jurisdictions" brings together verified information and documents required for the next external procedure.
"Comparison of conditions and risks" collates options, key differences, limitations and selection criteria.
"Further check route" records the sequence of actions, deadlines, documents and those responsible.
How the engagement begins
The first step does not require sensitive documents. It is enough to describe the goal, the current situation, countries of interest and the desired time frame.
We clarify the task, participants, deadlines and restrictions.
We identify scenarios, risks and specialists who will need to be involved.
We record the stages, documents, responsibilities and the next practical step.
Confidential enquiry
Describe the general context without sensitive data. We come back with clarifying questions and suggest the next step.
Return to all servicesConfidential intake
The objective, countries of interest and preferred timing are enough. No documents are needed at this stage.