Your wealth doesn't stop at a border.
Neither should your plan.
World Wealth Architect coordinates tax, estate, and reporting strategy for people whose citizenship, residency, income, or assets span more than one country — so nothing falls into the gap between two tax authorities.
- Dual or multiple citizenshipPROFILE
- Moved tax residency mid-careerPROFILE
- Assets held across two-plus countriesPROFILE
- Inheritance crossing jurisdictionsPROFILE
One life, several tax authorities
Cross-border complexity isn't solved by finding an advisor who speaks the right language. It's solved by an advisor who reads both rulebooks.
Citizenship ≠ residency ≠ where you owe tax
Each of these is decided under different rules, by different countries, and they rarely line up the way people assume.
Treaties help less than people expect
Tax treaties resolve some double-taxation, not all of it — and knowing where a treaty stops applying matters more than knowing it exists.
One account, two reporting regimes
A single foreign bank, brokerage, or pension account can trigger separate disclosure obligations in each country you're connected to — with separate penalties for missing either.
Estate rules rarely match
Forced heirship, community property, and inheritance tax thresholds differ sharply by country — a will written for one jurisdiction can misfire in another.
Where we work
Current research and planning coverage. Most clients compare two to four of these at once.
How a coordinated plan comes together
Four stages, in order — each one depends on what the last one found.
Profile
You tell us where you're a citizen, where you're tax resident, where your income comes from, and where your assets sit. Seven questions, below.
Diagnostic
We map that profile against current law and treaty positions in every jurisdiction you touch, and flag where reporting obligations or exposure overlap.
Strategy
A single coordinated plan for tax positioning, entity or account structuring, and estate documents — built so a decision in one country doesn't undercut another.
Implementation & review
We work alongside your existing bank, accountant, and counsel to put it in place, and revisit it when law changes or your situation does.
Your Cross-Border Profile
Seven questions. Nothing is saved or sent anywhere until you choose to send it at the end.