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Playa Blanca on Saboga, Panama.

Photography: Rowan Heuvel / Unsplash

Private Wealth

Private Wealth / 06

Residence and Immigration

We coordinate residence, mobility and personal planning when a life decision connects wealth, business and different jurisdictions.

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Our perspective

Immigration permits and personal planning

We assess immigration options and their supporting documents according to the applicant’s circumstances. Residence permits, work authorisation and tax residence require separate analysis.

Scope

Scope of our advice

We coordinate residence options and documentation with the wider tax, family and wealth considerations of relocation.

  1. 01Residence options and permits
  2. 02Immigration and documentation coordination
  3. 03Coordination with tax residency
  4. 04Related family and wealth planning

When we add value

Relocating involves more than obtaining a permit.

01

When choosing an immigration route

We relate requirements, timelines and length of stay to the applicant’s personal and business plans.

02

When relocating the family

We coordinate matters involving dependants, documents, schooling and related arrangements to reduce friction.

03

When connecting residence and wealth

We integrate tax, banking and succession implications before finalising the move.

Contact

Let’s discuss the decision ahead.

A direct conversation allows us to understand the context and define a proportionate next step.

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