Assessment of tax implications in your country of residence and in the investment jurisdiction, including legal consequences of the transactions you are considering.
Structuring solutions for tax planning, asset protection in the event of divorce or claims, and efficient estate planning for a smooth transfer of wealth.
Analysis of residence permit, permanent residence and alternative citizenship options aligned with your specific situation, together with implementation support.
Assistance with the unblocking of foreign assets, including securities frozen in Russian brokers and banks in 2022/2023 due to sanctions.
Analysis of options for transferring funds to and from Russia, taking into account compliance, Russian currency regulation and sanctions screening.
Selection of the most suitable investment infrastructure for your citizenship, tax residency and income sources, including broker, bank and corporate structure.
Portfolio analysis and investment strategy design, tailored to your citizenship, tax residency and any applicable sanctions constraints.
Asset management strategy, Dividend Strategy, focused on global dividend aristocrats and managed through a European broker. I act as both adviser and investor in the strategy.