Relocation
At Belisama, we support families and entrepreneurs at every stage of their relocation, including the analysis of tax residence, international wealth structuring, banking and financial coordination, as well as succession planning and family governance. In the context of increasing international mobility, our 360° approach combines legal, tax and financial expertise to ensure that mobility becomes a source of opportunity, security and long-term growth.
The relocation of an individual or a family leads to a comprehensive reassessment of their tax situation, covering income tax, wealth taxation, capital gains and succession. A change in tax residence alters the taxable base, reporting obligations, the territorial scope of income and access to preferential regimes. Relocation often creates an opportunity to restructure the entire family wealth framework, including the allocation of assets across jurisdictions, the relocation of banking relationships, the creation of holding structures, the implementation of trusts or foundations, the restructuring of family-owned companies, and strategic choices between income taxation and capital taxation.
When properly managed, this transition allows financial flows to be optimized, intergenerational wealth transfer to be enhanced, and overall risk to be reduced through a coherent multi-jurisdictional approach. Specialized support ensures that the transition is structured in a sustainable and compliant manner.
Beyond tax considerations, relocation affects all aspects of financial management, including currency exposure, account openings, the regulation of cross-border financial advice, the structuring of management mandates accessible in the new jurisdiction, and the compatibility of financial products with resident status. To address these challenges, we offer an open architecture that enables consistent investment management regardless of place of residence.
Dedicated support allows for the coordination of lawyers, notaries, private banks, real estate experts and local advisors, transforming mobility into a coherent wealth strategy. The role of the family office is to oversee all dimensions of this process, including taxation, structuring, asset allocation, succession, protection of family members and international compliance. This integrated approach ensures a smooth, secure and optimized transition into the new jurisdiction.
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Managing wealth is not about stacking products. It is about gaining the freedom to choose your path, aligning performance with your life goals.
