It is often essential to establish a foreign company in order to access international investment markets, such as purchasing real estate, creating portfolios for international banking assets, or setting up holding investment mechanisms to manage direct investments in companies. The corporate practice experts at ITSWM will assist you in selecting the most favorable jurisdiction for forming a company, considering all tax and legal aspects. They will also prepare a complete set of documents and provide ongoing support in managing the company, including the preparation and submission of necessary reports.

Compliance with requirements when opening an account and throughout its operation is crucial for the success of any business. ITSWM has extensive experience in compliance and Know Your Customer (KYC) practices, ensuring a thorough review of capital origin documentation when establishing banking relationships.

At ITSWM, we offer a holistic approach to asset structuring that is tailored to your specific goals. Different assets require different structuring approaches, taking into account the tax implications and inheritance rules across various jurisdictions. At ITSWM, we offer comprehensive expertise in transaction support, specializing in fields such as direct and venture investments, portfolio investments, precious metals, real estate, and luxury items. Our deep understanding of these asset classes allows us to provide customized solutions that align with your financial goals and legal requirements.

At ITSWM, we excel in analyzing and enhancing the efficiency of family and corporate structures. Our team is ready to help you refine your existing asset ownership and management setup, with careful consideration of legal, tax, and regulatory factors. In addition, we evaluate the robustness of your structure and the effectiveness of internal group dynamics.

Our company provides legal support around the world, making the complexities of various jurisdictions understandable and predictable for our clients. We offer a flexible approach to client interaction — whether you need full legal support for a project or assistance with a specific task, we can accommodate your needs.

Wealthy families often have business and personal interests spread across multiple countries, and managing interactions among family members residing in or owning assets in different countries requires careful consideration of the unique tax laws in each jurisdiction.

Whether your family needs to minimize administrative burdens or offload them entirely, ITSWM offers customized solutions. We guarantee efficient wealth structuring, cost optimization, and consistent reporting across all family assets.

As life evolves, so do our goals, economic circumstances, and business strategies. However, maintaining family harmony is always a top priority. Families experience joyful milestones like marriages and births, as well as more difficult transitions such as divorces or the passing of a loved one. Proactive planning can help manage these situations smoothly, shielding the family from additional emotional and administrative stress.

Preparations for transferring wealth to the next generation involve more than just an inheritance plan — it requires constructing a solid, effective asset structure. The rapid pace of legal changes, evolving partnership dynamics, shifts in family structure, business expansion, and the introduction of new asset classes all necessitate regular updates to ownership structures.

Globally, building a legacy in family asset management goes beyond simply transferring inheritance rights. It also involves formalizing family goals, holding regular family councils, and ensuring the timely education and engagement of heirs in the management process.