Wealthy And Sunseeking
March 8, 2018
Migrating to a warm country after a long, fulfilling career might be the ultimate treat. In our research with 770 high-net-worth (HNW) individuals, we unearthed a certain profile of wealthy investors – the Sunseekers. They are typically retired and / or looking to relocate to Spain or Portugal from Denmark, Finland, France, Sweden or the […]
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International inheritance: rules and taxation
March 5, 2018
This topic, which is complex for many wealth managers, is more current today than ever. The challenges to be met – a unique family model for each of our clients (recomposed families, etc.) with an international dimension – are many. One only has to look at recent news (such as the Jarre or Hallyday affairs) […]
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HNW Travellers Who Think Ahead
March 1, 2018
Having relocated five times on average, Travellers are arguably the most adventurous profile of HNW relocators we have uncovered in our recent cross-border research! They are well-versed in the unexpected challenges that may arise during their relocation journey. As such, 35% of them seek advice from specialist relocation agencies as well as their current or […]
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