The High Net Worth Family's Covid 19 Survival Guide
Who is Opulent For ?
You may have enjoyed a recent ‘liquidity event’ such as the sale of your business, or perhaps you are looking for a change of scene as you enjoy the latest season of your life. Most of us cherish the idea of a holiday home in the sun, so why not choose one that also helps you preserve your wealth so you can pass as much as possible on to the next generation?
How do we work with qualifying clients?
First, we have a telephone consultation to see in a few minutes if we are right for each other. If it looks like your circumstances are such that we can help, we get together for an in depth consultation, ideally in a face to face meeting at our Mayfair office. We dig deep to find out exactly what you are looking for. Then, we talk about the options that make the most sense from both a lifestyle and tax planning perspective. Only when the most appropriate country has been selected do we suggest specific homes that are worthy of your consideration. If you agree, it’s time to arrange an inspection visit where our team show you the country, the lifestyle and the property.
How do we work with qualifying clients?
First, we have a telephone consultation to see in a few minutes if we are right for each other. If it looks like your circumstances are such that we can help, we get together for an in depth consultation, ideally in a face to face meeting at our Mayfair office. We dig deep to find out exactly what you are looking for. Then, we talk about the options that make the most sense from both a lifestyle and tax planning perspective. Only when the most appropriate country has been selected do we suggest specific homes that are worthy of your consideration. If you agree, it’s time to arrange an inspection visit where our team show you the country, the lifestyle and the property.
All we ask is that you keep an open mind to consider countries that may not have been on your shortlist. Sometimes the best opportunities are the ones that no one else has told you about…
Let’s start a conversation:
