Greyridge GlobalPersonal
Your money, your family, and the countries that both touch.
Where you are tax resident, what you own and through what, who inherits it, and which passport you travel on. We plan them together, because changing one of them moves all the others.
Free, 30 minutes, by video or phone. Every request answered within 24 hours.
- Residency
- planned against each country's actual statutory test
- Ownership
- trusts, foundations, and holding structures built to survive review
- Continuity
- returns, disclosures, and renewals kept current every year after
One file, reviewed every year. Not rebuilt every time you move.
Most private clients arrive with the pieces already scattered: a lawyer who set up the trust, an accountant who files in one country, a bank that asks for the same documents annually, and nobody holding the shape of it.
We take the whole position as one file. When something changes (a move, a sale, a birth, a new passport) we already know what it touches and what has to move with it.
Everything that decides where you are taxed.
Residency and domicile
Where you are actually resident under each country's test, what leaving and arriving costs, day-count tracking through the year, and the certificates that prove the position.
Citizenship and passports
Second citizenship strategy, citizenship and residency by investment, golden visas, naturalisation timelines, family inclusion, and the renewal calendar afterwards.
Trusts and foundations
Succession structures, protector and trustee arrangements, beneficiary governance, and the jurisdiction choice that actually fits where your family and assets sit.
Asset protection
Ring-fencing operating risk from personal wealth, creditor protection, pre-marital and matrimonial structuring, and separating what is exposed from what is not.
Personal holding structures
Holding companies, investment vehicles, IP ownership, and property structures, chosen for the tax position, the reporting burden, and the exit you eventually want.
Banking and accounts
Personal and structure account opening, private banking introductions, the compliance and source-of-funds file that gets it approved, and multi-currency arrangements.
Personal tax and disclosure
Exit-year and entry-year returns, foreign income and gains, CFC and trust reporting, FBAR and CRS obligations, treaty relief, and voluntary disclosure where needed.
Succession and estate
Wills that work across jurisdictions, forced-heirship exposure, lifetime transfers staged across tax years, and governance so the next generation inherits a plan.
Relocation
The practical move: permits for the family, schooling, healthcare cover, property search and purchase structuring, and a sequenced first-year setup plan.
How an engagement runs.
Step 1
Free consultation
Thirty minutes that map the whole picture: you, the family, the entities, the people you employ, and where every one of them sits today.
Step 2
Written plan
A sequenced plan with the options, the trade-offs, the expected outcome, what each step costs, how long it takes, and what we need from you.
Step 3
Execution
We run it. Incorporations, trusts, registrations, applications, bank files, contracts, payroll, coordinated across the specialists it takes.
Step 4
Guard
The engagement becomes a standing file under Greyridge Guard. Calendar, thresholds, renewals, and day-count, reviewed on a schedule and reported back.
Start with a meeting.
One conversation to map the whole picture: you, your family, your companies, the people you employ, and where each of them sits today.
Free, 30 minutes, by video or phone. Every request answered within 24 hours.