Tax structured once — for every country you touch.
A coordinated approach to capital gains, income, pensions and estate tax across your countries of residence, citizenship and source.
Coordinated with specialists in every jurisdiction.
We are wealth advisors — not tax preparers. We do not hold a tax advisory licence, so for Austrian tax filing and compliance we partner with established tax firms that understand the full expat picture.
This matters because Austria taxes worldwide income for residents: many expats are unaware that foreign income, gains and pensions must be declared here. We coordinate with the tax firm so your portfolio, pensions and estate are structured correctly — and fully compliant — before anything is filed.
Our diplomat KESt structures are reviewed by PwC. The result: tax efficiency without aggressive planning.
Considered. Sequenced. Transparent.
Mapping
Citizenship, residency, source of income, treaty network — laid out on one page.
Structuring
Account types, custodians, and wrappers selected for legal efficiency.
Coordination
Ongoing liaison with your tax preparer(s) so filings reflect the plan.
Common questions.
Let's start with a conversation.
30 minutes with a senior advisor. We'll tell you honestly whether we can help.