💼 Case Study 4: James K.

📌 Fact Sheet:

🔹 Type of Client: International Investor & Senior Executive.

🔹 Estimated Assets: US$35M (Thirty-five Million Dollars).

🔹 Primary Residence: 🇺🇸 New York, United States.

🔹 Secondary Residence: 🇦🇪 Dubai, United Arab Emirates.

🔹 Main Need: International diversification, legal protection and tax mobility.

🔹 Service Used: Consulting for Qualified Investors – VIP Global Executive Plan.

🔹 Project Duration: 4 months (global action plan + recurring consultancy).

💬 Introduction:

James was a successful executive in the financial sector, with a net worth of over $35 million. Despite solid returns, he felt vulnerable: his tax exposure in the US was high, his structure was centralized, and his freedom was compromised.

He wanted more than profitability — he wanted protection and wealth sovereignty.

🧭 Challenges Faced:

🔹 Tax and legal exposure in the United States.

🔹 Lack of efficient international protection.

🔹 Difficulty in diversifying with liquidity and control.

🔹 Fear of political sanctions and legal instability.

🔹 Lack of structure that would give real freedom of mobility.

🔑 Strategic Solution Developed:

✅ Creation of shielded international trusts with solid governance.

✅ Partial migration of assets to international REITs and uncorrelated real assets.

✅ Implementation of a strategy based on the Flag Theory with multiple tax residences.

✅ Optimization of portfolios with a focus on passive income and tax efficiency.

✅ Strategic consultancy for international mobility and global lifestyle structure.

📈 Concrete Results:

✅ Significant reduction in tax exposure in the US.

✅ Creation of legal layers that guarantee privacy and protection.

✅ Diversified, liquid and resilient global portfolio.

✅ Geographic and legal freedom.

✅ Preserved assets with total management flexibility.

“ I no longer wanted to depend on a single jurisdiction. Today, I'm free and so are my assets. ” — James K. (🇺🇸 New York, United States & 🇦🇪 Dubai, United Arab Emirates) - VIP Client