Client context
A beneficial owner who was tax-resident in Ukraine held real-estate investments in Germany, Spain and Portugal.
Private capital · Published scope only
Family-office architecture for international real estate
Reviewing a family-office model for cross-border property ownership, asset protection and succession.
Material challenge
The ownership model needed to account for asset protection, property and owner-level taxation, governance and intergenerational transfer.
Publication note
Client and counterparty identifiers are withheld. This publication covers the agreed context, scope and approach only; it does not claim an independently verified outcome.
01 / Scope
What the published scope covered
- Map properties, ownership, financing and family stakeholders
- Review property, holding and owner-level tax touchpoints
- Compare holding, family-office and dedicated asset-protection vehicles
- Define governance, succession and reporting requirements
02 / Method
How the work was organised
Considered Luxembourg, Malta and UAE roles against the asset map
Separated investment management from ownership and succession functions
Prepared governance and implementation questions for local legal and tax review
Investments · transactions · licences
Money Growth
Start with a short, non‑confidential brief.
Include the relevant jurisdictions and the decision you need to make. The team will identify the appropriate direction and reply by email.