Start Profile

Your wealth doesn't stop at a border.
Neither should your plan.

Just like a dream house needs a blueprint, your wealth needs a clear vision and a strategic plan. At World Wealth Architect, we help you design that plan — aligning trusted experts, simplifying complexity, and providing transparent pricing — so your wealth stands strong and grows with confidence.

Start Your Cross-Border Profile See What We Cover
Common starting points
  • 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.

Friction 01

Citizenship ≠ residency ≠ where you owe tax

Your legal status isn’t as simple as you think. Different countries apply different rules, and assuming they line up can cost you unexpected taxes and penalties.

Friction 02

Treaties help less than people expect

Tax treaties don’t erase double taxation—they only reduce it in specific cases. Knowing exactly where a treaty applies—and where it doesn’t—is critical to avoid costly surprises.

Friction 03

One account, two reporting regimes

CRS or FATCA, missing these disclosures can lead to costly penalties that threaten your wealth and peace of mind. Staying informed isn’t optional—it’s essential to protect what you’ve built.

Friction 04

Estate rules rarely match

A will that works in one country can cause chaos in another. Forced heirship, community property, and inheritance taxes vary sharply—putting your legacy and family at risk.

Global reach. Local insight.

Research and planning coverage across 20+ countries.

How a coordinated plan comes together

Four stages, in order — each one depends on what the last one found.

1

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.

2

Diagnostic

We map that profile against current law and treaty positions in every jurisdiction you touch, and flag where reporting obligations or exposure overlap.

3

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.

4

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.

Annual Membership

Get annual access now to the latest CRS updates

Protect your wealth, avoid penalties, and navigate cross-border rules with confidence.

Get Annual Access

Your Cross-Border Profile

Seven questions. Nothing is saved or sent anywhere until you choose to send it at the end.

Cross-Border Profile Step 1 of 7
Question 01

What passport or citizenship do you hold?

Select every citizenship that applies. Leave 2 and 3 blank if they don't apply.

Citizenship Which passport(s) do you have?
Question 02

Where is your current tax residency?

The country where you're currently considered tax resident today. Choose "Dual-resident / uncertain" if more than one applies.

Tax residency The place you can provide your resident visa, address, and local phone number.
Question 03

Where does your income come from?

Select every source that applies — salary, business, investment gains, and so on.

Income sources
Question 04

Where do your assets sit?

Pick every country holding assets, then every type of asset held — house, company, securities, bank or broker accounts.

Countries

Hold Cmd (Mac) or Ctrl (Windows) and click to select more than one.

Asset types
Question 05

What's your family and marital status?

This shapes how estate and inheritance planning should be structured.

Marital status
Dependents
Question 06

What's your goal?

Select everything that applies right now — priorities can shift once we see the full picture.

Planning goals
Legally arranging your finances so that you pay the appropriate amount of tax while keeping more of your wealth. Before you move to another country, you understand how the move could affect your taxes, investments, wealth, family and legal situation. Deciding what happens to your wealth, assets, and responsibilities when you die, and putting the right arrangements in place so your wishes are carried out efficiently. Deciding how your business, investments, and assets should be legally organized and owned. Deciding who will take over your business, assets, responsibilities, or wealth when you can no longer manage them — because of retirement, incapacity, or death.
Question 07

Which countries or jurisdictions do you want compared?

Pick the jurisdictions you'd like weighed against each other in the plan.

Jurisdictions to compare

Hold Cmd (Mac) or Ctrl (Windows) and click to select more than one.

Review

Your Cross-Border Profile

Here's what you've told us. Send it to start a planning conversation, or start over.

Email us directly instead

Clicking "Send This Profile" sends it directly to our advisory team over an encrypted connection. Nothing is shared with any other party.

Select at least one option to continue