The need of wealthy investors for legitimate tax optimization and asset holding structures has been reinforced by the OECD's ambitions to introduce a global regulatory Standard towards transparency and other associated governmental programs (FATCA, BEPS, MIFID II, etc.).
This development has in turn led to a more mature and complex approach to wealth preservation and protection of privacy, yet turning cross-border investments for many families into an unpredictable venture. A pro-active tax and estate planning approach is essential to mitigate risk and provide security in becoming a more global citizen and investor.