Private clients / Insights
Assets across borders: a map of your documents
Where to begin with family and personal asset planning.
See the whole structure
Prepare a list of property, rights, companies and arrangements. Record owners, countries and supporting documents. Even a simple register can reveal missing information and inconsistent records.
Agree the objectives
Planning may concern a transfer of property, a change of residence or family arrangements. Each objective raises its own questions. Distinguish immediate actions from longer-term preferences, and identify the people whose agreement will be needed.
Review local requirements
Family, succession and tax questions are not governed by a single set of rules in every country. Documents and the order of actions need to be reviewed for the particular situation. Coordinate local input before assuming an arrangement will work across borders.
Keep a usable record
Maintain a secure document index and record when the plan should next be reviewed. A change in residence, ownership or family circumstances can make an earlier assumption outdated. The plan should be understandable to those who will need to use it.
The practical takeaway
Start with a clear objective, organise the information and turn open questions into concrete next steps.
This publication provides a general perspective, not advice on a particular matter. Applicable requirements should be reviewed for the relevant jurisdictions and circumstances.
Discuss this topic with us ↗
