Legal verification of the asset
Determining the content of the block "Legal verification of the asset": We record the composition of assets, owner rights, control mechanisms and scenarios for further transfer.
Meridian Private Advisory Service
Support of foreign assets
We coordinate the purchase, ownership, financing and transfer of foreign real estate, shares, accounts and investment assets.
Diagnostics
Scenarios
Risk check
Implementation
Escort
Scope of work
Scope of work according to your request
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.
Purchase and ownership structure
In the direction "Purchase and ownership structure" We record the composition of assets, owner rights, control mechanisms and scenarios for further transfer.
Taxes, banks and transfer to heirs
For the block "Taxes, banks and transfer to heirs" We take into account the composition of the participants, the dependence of their statuses, documents and long-term family consequences.
Result
Practical outcome
The composition of the result depends on the initial situation, but always includes a practical procedure and areas of responsibility.
Proven Ownership Model
"Proven Ownership Model" describes a consistent configuration of ownership, management and associated professional solutions.
Coordination of transactions and settlements
"Coordination of transactions and settlements” means managing communication, deadlines and the work of specialized specialists until the agreed stage.
Further support plan
"Further support plan" records the sequence of actions, deadlines, documents and those responsible.
How the engagement begins
A brief initial context is enough
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.
- Closed conversation
We clarify the task, participants, deadlines and restrictions.
- Preliminary architecture
We identify scenarios, risks and specialists who will need to be involved.
- Implementation plan
We record the stages, documents, responsibilities and the next practical step.
Confidential enquiry
Discuss your situation
Describe the general context without sensitive data. We come back with clarifying questions and suggest the next step.
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