Dual and conflicting residency
Two jurisdictions claiming you, or your children, as tax residents. Treaty tie-breakers misapplied. Years of double exposure on the same income.
Family office
For families whose wealth crosses borders
A confidential, concierge-led diagnostic for international families navigating residency, succession, and structural exposure across multiple jurisdictions. Designed for those who already have advisors, and need someone to see across them.
The blind spots
Four blind spots that compound quietly across generations
Most families discover their cross-border exposure during an audit, an inheritance, or a relocation. By then, the cost of clarity has multiplied many times over.
Succession across borders
Estate tax can claim a significant share of worldwide assets from non-resident decedents. Heirs in different jurisdictions face conflicting forced heirship rules and probate exposure.
Structural leaks
Holdings, trusts, and entities assembled piecemeal over decades quietly bleed yield. Wrong jurisdictions, missing substance, suboptimal flow-through. Compounding annually.
Compliance gaps
Reporting obligations multiply with every jurisdiction: foreign account reports, controlled entity filings, beneficial ownership registries. Penalties accrue per form, per year, per missed disclosure.
Who this is for
Built for the family whose advisors do not speak across borders
If you have an accountant in one country, a notary in another, an attorney in a third and a banker in a fourth, and none of them coordinate, this diagnostic is the orchestrating layer your family has been missing.
- International families with assets, residences, or beneficiaries across two or more jurisdictions
- Structural decisions made years ago that no longer match present circumstances
- Multi-generational considerations: children with different residencies, inheritance planning, family business succession
- Existing advisors who operate in silos and miss what falls between them
- Principals who value discretion, prefer concierge service, and expect their time to be respected
How it works
Not a questionnaire. A conversation.
Our other diagnostic tiers are built for self-service. This one is built for families who would rather speak than fill forms, and whose situations do not fit a checklist.
Concierge intake
A guided video conversation, led personally. We capture residency, structure, and family considerations the way a private banker would: through dialogue, not a form. A mutual non-disclosure agreement is executed in advance.
Succession lens
Estate tax, forced heirship, generational transfer, and beneficiary residency exposure are core to the analysis, not add-ons. Most diagnostics stop at compliance. Ours starts where yours does not end.
Advisor coordination
We can present the findings to your existing accountant, attorney, or wealth manager. Your relationships are preserved. Their cross-border perspective is elevated. Nothing is replaced, only completed.
Fees
A fixed fee, fully credited if we proceed
The fee is determined after intake, based on family complexity, number of jurisdictions, and entity count. It is quoted before the engagement begins and never adjusted afterwards.
If you engage Wanderlust Solvers for the full mandate within ninety days, the diagnostic fee is credited in full.
Confidentiality
Your information stays in the room
Every engagement begins with a mutual non-disclosure agreement. Information is shared only within the engagement team. Files are encrypted at rest and in transit. We work with families who value discretion above all, and we are built accordingly.
Start here
Your strategy shouldn’t know borders either.
Book a strategy call. We map your global footprint and show you where structure, residency and compliance can work as one.