Strategic Cross-Border Wealth Architecture for International Executives

Fiduciary, fee-only retirement, succession and estate planning for leaders with multi-jurisdiction assets and complex capital structures.

You have a net worth of at least $1m+ and meaningful investable assets
C-suite executive, senior leader, or founder now in Vietnam or wider Asia Pacific
You are transitioning from wealth creation to wealth protection and need clarity across jurisdictions

Define the capital required to transition from income dependency to structured financial autonomy.

Clear initial recommendations within 3 weeks.

Coordinate your multi-jurisdictional assets, minimize tax and pass wealth cleanly to the people and causes you care about.

Multi-country asset mapping and optimization
Tax treaty utilization strategies to free wealth trapped in unfriendly tax locations
Estate planning across jurisdictions
Currency risk management for long term FX stability
Coordination with US, UK, European, and local compliance obligations

Ongoing quarterly reviews and annual updates.

Exclusive access: We take on a maximum of 12 new client relationships pre year.
US & International Tax and Investment Expertise: Vietnam's only dual US- and UK- qualified advisor.
Research-Based Decisions: Every recommendation backed by data and modelling.
Specialist Network: Coordination with cross-border lawyers, tax advisors, accountants and investment managers where required.