US-based man in his 50s. Third-generation of wealth.

He had only ever worked in the family business and wanted to start a new life away from the scrutiny of other family members. He wanted a base from which to explore Europe and sail in the Mediterranean, a passion of his since he was a child.

The client and his family required a Golden Visa to enter the UK and later become residents, as well as significant tax planning, as they were bringing over significant capital to invest into real estate. The children also needed to finish their education before applying to universities in the UK. We coordinated the legal and tax teams on both sides of the Atlantic, helped appoint an investment manager, identified appropriate schools (and subsequently universities) and helped them settle into London socially through careful introductions.