How I can help you

I work with a small, highly specialised team to help high-net-worth individuals relocate internationally, optimise their tax position, and protect their assets across borders. We combine strategic oversight with deep technical expertise — and coordinate with trusted local advisors in each relevant jurisdiction to ensure your plan is both legally robust and practically executable.

If you're just starting to explore the topic, I recommend watching my YouTube channel, where I regularly cover these issues in detail. The content is in German, but you can follow along with English subtitles. It’s a good way to get a feel for how we think — and how we help.

Below you'll find a breakdown of the core areas in which we support clients directly.

International Tax Strategy, Relocation, and Sovereign Wealth Planning for HNWIs

My practice is designed for high-net-worth individuals who are ready to restructure their lives and wealth across borders — whether for greater personal freedom, reduced tax exposure, asset protection, or all of the above. Below are the core areas in which I advise clients directly.

Over time, certain countries have emerged as clear client favourites. These are relocation destinations we return to again and again — because they work. They offer a reliable combination of tax benefits, lifestyle advantages, legal stability, and long-term strategic value.

👉 Dubai – zero income tax, world-class infrastructure, and investor-friendly policies
👉 Ireland – EU access, strong legal protections, and attractive holding structures
👉 Malta – remittance-based tax regime, EU residency, and strategic location
👉 Mexico – territorial taxation, global mobility, and lifestyle appeal
👉 Philippines – low cost of living, treaty protection, and business accessibility
👉 Zanzibar – special investor residency scheme linked to strategic property zones
👉 Switzerland – elite reputation, lump-sum taxation, and banking discretion
👉 Serbia – non-EU, low-tax environment with increasing regulatory clarity
👉 Texas – no state income tax, asset protection, and pro-business legal culture
👉 Uruguay – politically stable, investor-friendly, with long-term tax incentives

These are not the only countries we work with — but they are the most consistently requested, most field-tested, and best aligned with the needs of internationally minded clients from the DACH region.

Exit Tax & Strategic Relocation Planning

Relocating from a high-tax country like Germany often triggers exit tax — a complex and punitive levy on unrealised capital gains. I advise clients on how to minimise, defer, or eliminate exit tax exposure through timing, jurisdictional planning, and structural solutions. Whether you're moving your business or changing your centre of life, the relocation must be planned with precision.

Controlled Foreign Corporation (CFC) Rules

CFC legislation is increasingly aggressive across the EU and OECD. I help clients structure their international companies to avoid punitive attribution of foreign profits, particularly under German §8 AStG or UK/Spanish equivalents. We identify and mitigate exposure through substance tests, strategic location choices, and—where needed—local advisors who can help demonstrate economic reality.

“Stateless” Business Income & PE Risk Mitigation

Running a business without a fixed base is no longer a loophole — it’s a trap. Many digital entrepreneurs risk falling into grey zones where no jurisdiction claims full taxation rights — or worse, multiple jurisdictions do. I advise on how to anchor business operations legally and tax-efficiently, without triggering permanent establishment (PE) risk in unintended jurisdictions. This is particularly important for clients using U.S. LLCs, offshore companies, or remote freelance teams.

ATAD, DAC6, CRS & EU Anti-Avoidance Rules

Cross-border structuring within the EU must comply with a growing web of reporting and anti-abuse rules. I ensure my clients stay fully compliant with ATAD, DAC6, CRS, and economic substance requirements, while still pursuing legal tax optimisation. We maintain clarity in a world where failure to disclose can mean fines or criminal exposure, even for honest mistakes.

Special Tax Regimes for New Residents

Several countries offer preferential tax regimes to attract wealthy foreigners — but these must be implemented correctly. I help clients secure and maintain favourable statuses such as:

  • Non-dom regimes in Ireland, Malta, Cyprus, and Greece

  • Spain’s Beckham Law

  • Portugal’s revised NHR 2.0 programme

I advise not only on the legal criteria but also on practical risk areas like domicile challenges, anti-abuse provisions, and interaction with foreign-source income.

International Holding Structures & Treaty Planning

For HNWIs with business or investment assets in multiple countries, a carefully designed holding structure is essential. I advise on the optimal jurisdiction, legal form, and treaty network, balancing tax efficiency with asset protection, compliance, and exit planning. We use EU companies, U.S. vehicles, and select offshore jurisdictions where appropriate — always within the bounds of transparency and substance.

Tax Treaty Residency Planning

The 183-day rule is no longer enough. Many clients relocate but fail to secure tax treaty residency properly — risking dual tax claims or loss of treaty protection. I help you build a residency profile that holds up under scrutiny, including centre-of-life relocation, tie-breaker rule application, and treaty notifications. This is crucial for Germans subject to §2 AStG or clients with hybrid mobility patterns.

U.S. Pre-Immigration Tax Structuring

The U.S. tax system is unlike any other — and once you’re inside, your global assets may become exposed. I help clients prepare before immigrating, advising on:

  • LLC ownership structuring

  • Inbound investment entities

  • Trusts and foreign grantor planning

  • Minimising exposure to U.S. gift and estate tax

This is especially important for clients seeking E-2, L-1, or green card status.

Post-Brexit Tax Positioning

Brexit introduced lasting uncertainty for both UK nationals in the EU and EU citizens with UK exposure. I advise on tax residency, pension rights, and investment strategies for clients straddling the UK and Europe — especially those with property, trusts, or legacy businesses on both sides of the Channel.

Pension Taxation & Social Security Alignment

Pensions are often taxed in multiple countries unless treaty planning is handled carefully. I advise on German pension taxation abroad, coordination of social security systems, and exemption procedures through certificates of coverage. This is especially relevant for retired professionals and dual-resident clients.

Crypto Tax Planning

As crypto gains attract increasing scrutiny from tax authorities worldwide, smart structuring is essential. I help clients:

  • Navigate crypto reporting obligations in multiple jurisdictions

  • Structure wallets, exchanges, and trading activity for legal clarity

  • Reduce or defer taxation on gains through compliant planning

All without triggering unintended tax residency or regulatory exposure. Whether you're an early adopter or late mover, crypto must now be integrated into your overall tax and residency strategy.

Citizenship & Residency-by-Investment Compliance

Citizenship and residency by investment offer global mobility — but also compliance risks. I advise clients on CBI/RBI structuring, integration into tax residency planning, and CRS/FATCA exposure across second-passport jurisdictions. We only work with fully legal programs and ensure everything integrates seamlessly with your broader strategy.

If any of these issues apply to your situation — or you’re planning a significant change in how you live, work, or invest — I can help you structure it the right way, with clarity, compliance, and long-term resilience.