Introduction checklist
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Email *
Mobile Phone Number (including country code) *
Confidentiality Notice

We respect your privacy and are committed to maintaining the confidentiality of the information you provide. All responses submitted through this form will be treated as strictly confidential and used solely for the purpose of evaluating your requirements and providing our services. We will not share your personal or business information with any third parties without your explicit consent.

STRUCTURE OF THE FORM
This form comprises seven structured sections intended to collect essential background information. Your responses will enable us to better understand your circumstances and facilitate more informed, productive discussions moving forward.
SECTION 1 - PERSONAL INFORMATION 
Full name
Date of birth
Country of birth
Nationality/ dual nationality
Current country of residence
Do you hold a residence permit or permanent residency elsewhere?
Marital status
Do you have children? If yes, how many and what are their ages? 
Any children from a previous relationship?
Are your children your inheritors? 
Clear selection
Do you have a will? In which country?
SECTION 2 - CURRENT SITUATION
Are you:
Do you own or operate a business? If yes, please describe
Do you have any companies already registered abroad? If yes, which countries:
SECTION 3 - FINANCIAL OVERVIEW

What is the approximate value of your global assets? (can be a range)

 *
What is the approximate value of your private assets?

In which countries are your assets located?

Do you own real estate? If yes, where?

 *

Do you own any cryptocurrencies or other digital assets?

Do you have investment portfolios or trusts?

SECTION 4 - GOALS & INTENTIONS
What are your main goals? (Check all that apply) *
Required
Are you currently planning or considering a move to another country? If yes, which country and timeline?
Do you already have a will, trust, or other legal structures in place?
SECTION 5 - FAMILY & LEGACY PLANNING

Are you interested in setting up a family office?

Do you want your children or other family members involved in your wealth planning?

What legacy do you want to leave behind (values, assets, business, etc.)?

SECTION 6 - COMPLIANCE & RISK
Are you currently involved in any legal, tax, or compliance disputes?
Clear selection
If answer to the previous question is yes, please provide details
Are you a politically exposed person (PEP)?
Clear selection
SECTION 7 - ADDITIONAL NOTES OR SPECIFIC QUESTIONS
If you have any specific questions or notes, please include below:
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