At Lion Wealth Partners, we understand that international taxation is one of the most complex and strategic areas for companies and individuals operating in a global environment. Tax regulations vary significantly from country to country, and navigating this intricate landscape requires knowledge, experience and a trusted network of international experts. Our team and our global partners are here to turn tax into a strategic tool to maximize your profits and ensure compliance.
Taxation
In this world, nothing is certain except death and taxes. -Benjamin Franklin
International Tax Advisory Services
Our goal is to offer customized and effective tax solutions tailored to your specific needs, whether you are an individual seeking to optimize your tax situation or a company operating in multiple jurisdictions.
Tax Optimization for Individuals
Global Tax Residency: We help you identify and establish your tax residency in jurisdictions that offer tax advantages, complying with all local and international regulations.
Wealth Planning: We design strategies to protect and manage your wealth efficiently, taking advantage of double taxation agreements and other international tax benefits.
Global Income Advisory: We ensure that you comply with your tax obligations in all countries where you generate income, minimizing the tax burden.
Tax Strategies for Companies
International Structuring: We create efficient tax and corporate structures that optimize financial flows and reduce tax burdens.
Transfer Pricing Analysis: We ensure that transactions between your international entities comply with global regulations, minimizing risks of audits and penalties.
Indirect Tax Management: We advise you on the management of VAT, GST and other indirect taxes in the jurisdictions where you operate.
Regulatory Compliance and Reporting
International Tax Compliance: We ensure that you comply with all international tax regulations, such as CRS (Common Reporting Standard), FATCA and specific local regulations.
Tax Audits and Reviews: We perform tax audits to identify risks and optimize your internal processes.
Support in Tax Inspections and Disputes: We represent you before international and local tax authorities to resolve any controversy.
Our Global Partner Network
One of our main strengths is our network of local partners in more than 25 countries. This network allows us to offer you in-depth and up-to-date knowledge of the tax regulations in each jurisdiction. From tax lawyers and financial consultants to accountants specializing in international law, our global team works closely together to design solutions that are tailored to each case. Some of the benefits of our network include: Access to up-to-date information on tax changes in any country.
Connections with local authorities to facilitate complex processes.
Specific advice for regulated industries, such as financial services, international trade and technology.
Our Strategic Approach
At Lion Wealth Partners, we don’t just solve tax problems; we prevent them. Our approach is based on: Personalized Analysis: Each client has unique needs. We tailor strategies to fit your financial objectives.
Proactive Perspective: We stay ahead of regulatory changes so you are always one step ahead.
Innovation: We use advanced technology to optimize tax processes and ensure efficient information management.
Why Choose Us?
Multidisciplinary Experience: We have a team of experts with more than 20 years of experience in tax, international law, banking and strategic consulting.
Global Presence: We work in 163 countries, providing effective solutions no matter where you operate.
Commitment to Excellence: We are dedicated to protecting your financial interests with the highest level of professionalism and confidentiality.
Turn Tax into a Competitive Advantage
International taxation doesn’t have to be a challenge; with the right support, it can become a powerful tool for the growth and sustainability of your wealth or business. At Lion Wealth Partners, we work with you to ensure you take advantage of all available tax opportunities, while minimizing risks and complying with global regulations. Contact us today and find out how we can help you optimize your international tax situation, protect your assets and ensure long-term success. Lion Wealth Partners is your strategic partner in the globalized world.
The trick is not to make more money, but to keep what you make. -J Paul Getty, oil tycoon.
A number of high net worth personalities and families have spread their fortunes across multiple jurisdictions, often using tax havens to optimize their tax burden and protect their assets. The following are some of the most prominent cases:
Walton family: Heir to the Walmart retail chain, has structured part of its wealth through entities in different countries to manage investments and minimize taxes.
Bernard Arnault: Chairman and CEO of LVMH, has used structures in Luxembourg and other countries to manage his luxury empire.
Koch Family: Owner of Koch Industries, has used various jurisdictions to manage its vast network of businesses and assets.
Bettencourt Family: Heiress of L’Oréal, has managed its fortune through entities in Switzerland and other European countries.
Slim Family: Carlos Slim, Mexican tycoon, has diversified his investments in multiple countries, including the United States and Europe.
Mittal Family: Lakshmi Mittal, a leader in the steel industry, has structured his businesses and assets in multiple countries, including Luxembourg and the British Virgin Islands.
Ortega Family: Amancio Ortega, founder of Inditex, has managed his fortune through real estate and financial investments in several countries, including the United States and the United Kingdom.
Pritzker Family: Behind the Hyatt hotel chain, they have used structures in different jurisdictions to manage their wealth.
Al Saud Family: The Saudi royal family has distributed its vast wealth in investments and assets in multiple countries around the world.
Is an international structure profitable?
Generally, international structures start to be profitable for individuals or companies with:
* Assets above 1 million USD/EUR.
* Annual recurring income above 300,000 USD/EUR.
* This is because the costs of creating and maintaining international structures (such as offshore companies, trusts, or investment funds) are usually between 10,000 and 50,000 USD/EUR per year, depending on the jurisdiction.
