Financial & Estate Planning
Solutions for succession and cross-border planning
We offer a wide range of services, covering all aspects of estate planning such as the
establishment of corporate and fiduciary vehicles, assistance in establishing residency in a new jurisdiction, and, in close collaboration with our clients' professional advisers, tax planning and the resolution of legal issues.
Our dedicated teams of specialists located in key jurisdictions across the globe are able to establish and administer the required structures including trusts, foundations, managed companies and private trust companies to securely hold a variety of assets.
These entities are typically designed to meet a wide spectrum of requirements, including
provision for future generations, tax optimisation and the achievement of philanthropic goals.
Our proactive approach allows us to anticipate changes in circumstances, ensuring each solution
remains relevant and optimal for the purposes for which it was established.
Redomiciliation Services - Moving Abroad
Through the Probus network of offices and in collaboration with partners in other jurisdictions, we
provide redomiciliation services as part of our wealth structuring and estate planning proposition.
Wealthy individuals and their families are often moving around the planet for work and for lifestyle
reasons. Tax is also an important motivating factor. Jurisdictions such as Monaco and Switzerland
are commonly known to attract international families.
With our presence in key jurisdictions across the group, we can assist with the decision-making
process and accompany our clients through the administrative spiderweb for the following
jurisdictions that have favourable tax regimes (under certain circumstances) : Switzerland,
Monaco, Mauritius, Italy, Portugal, UK, United Arab Emirates, Hong Kong, Thailand, Malta and
Panama, to name some of the most popular.
The sale of a business, a large inheritance or political instability and insecurity are just a few
reasons why a wealthy individual might wish to move his principal place of residency. In some
cases this can also create other opportunities as the new country of residence may free us up
from regulatory or cross-border restrictions that may previously have hindered the provision of
financial services.
Redomiciliation will involve several stages
An initial discussion :
Taking into account your overall objectives we will assist with your preliminary reflections to
ensure that the choice of jurisdiction corresponds to your way of life and that of your family.
Our network of experts can help answer your questions, target your requirements and
expectations, and advise you appropriately.
Defining a strategy :
In collaboration with our local partners, we can guide you through the decision-making process
and coordinate the appropriate resources to achieve your goals.
Implementation and regular monitoring :
Our experience alongside the expertise of dedicated professionals including lawyers, tax advisors
and real estate agentswill help achieve a successful outcome.
How Probus Can Help
The Probus group can coordinate the legal and tax formalities, to help facilitate the
redomiciliation, in conjunction with professional partners in the destination jurisdiction and country
of departure.
Through its asset management and wealth structuring arms, Probus will help optimise the holding
and management of financial assets, and estate and succession planning needs, to ensure
investments are appropriately positioned for the new country of residence.
For further information and specific country fact sheets, please contact us at relocation@probus.ch