Objectives & timing
Priority objectives, intended timing, unacceptable constraints and plans for other family members.
PRIVATE CLIENT
Residency planning
Build one calendar for residence permissions and everyday life: time in each country, work, schooling and renewals. Family members may need different routes; residence does not automatically resolve tax or permission to work.
Prepare three lists
Jurisdictions involved
Locations of life, work, business and assets, plus existing professional advice. Sensitive documents are not needed for the first conversation.
Scope & responsibility
Confirm providers, required qualifications, deliverables, fees and secure communication in writing. Website descriptions do not guarantee an outcome.