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Eight questions · five minutes

Tell us about one family. No names, no documents.

Answer in bands. We cross the profile with every live measure on the radar, a tax reviewer checks the result, and the report is in your inbox within 48 hours. Full refund if it tells you nothing new.

1

Where are the family's principal members tax resident?

Select every jurisdiction that applies. Pick the state or region where it changes the answer.

2

Approximate total family net worth

A band is enough. All bands are in US dollars.

3

Where do the assets sit?

For each bucket, a value band and the country where most of it is located. Leave 'none' for buckets that do not matter.

Operating business(es)
Real estate
Listed securities
Private funds / PE / VC
Retirement & pension accounts
Cash & deposits
Other (art, crypto, collectibles)
4

Which structures does the family use?

5

What is planned in the next 24 months?

6

Is any member considering a move? Where to?

Leave empty if not. We compare up to three destinations against the current residence.

7

Who advises the family on tax today?

8

What worries the family most right now?

We put that section first and tailor the three adviser questions to it.

9

Where should we send it?

The only identifying information we keep is your email. The family profile stays anonymous.

PDF only, names removed, max 10 MB. Not required. Most clients skip this for the first report.

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