Tax Structuring
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Cross-Border Planning for Sustainable Wealth
Why Tax Structuring Matters
At Montclare, we address the technical challenges of cross-border taxation resulting from global mobility and international asset allocation. Multiple tax jurisdictions create exposure to overlapping income, capital gains, and inheritance tax regimes — often without harmonized relief mechanisms.
Our role is to identify treaty access points, optimize corporate and personal tax positions, and ensure full compliance with EU and OECD frameworks, including DAC6, CRS, and ATAD.
We work with certified fiscal representatives and legal counsels to implement holding structures, foundation models (e.g. stichtingen), and hybrid vehicles where appropriate. All models are stress-tested against domestic anti-abuse rules, economic substance requirements, and exit taxation protocols.
Clients gain access to operational clarity, compliant structuring, and continuity in reporting — ensuring tax efficiency without compromising regulatory integrity.
Our Approach: Integrated, International, Intelligent
We combine macroeconomic insight, local regulatory knowledge, and bespoke advisory to build tax structures that support your broader goals. We are not tax accountants — we are strategic planners and dealmakers. Our focus is on building long-term, tax-resilient financial foundations.
Services Included
Our Network and Jurisdictional Focus
Montclare operates through a trusted network of tax lawyers and advisors across the Netherlands, Southern Europe, Central Europe, the UK, the Gulf, Southeast Asia, and Latin America. We align each client’s structure with local compliance, tax efficiency, and cross-border planning needs. From Dutch Box 1–3 rules to LATAM succession frameworks, we ensure regulatory clarity and optimal outcomes — always through vetted, local expertise.
Why Montclare?
At Montclare, we prioritize discretion, legal integrity, and strategic control. Our structures are designed with longevity in mind, anticipating future changes in personal, business, and family contexts. Clients stay with us not just for advice, but because we act as long-term partners in protecting and growing their capital.
A Latin American family office with significant holdings in Spain and Portugal turned to Montclare to reduce tax exposure and manage succession risks. After a thorough review, we restructured their assets using Dutch and Luxembourg vehicles, aligning control and ownership with their long-term objectives. We facilitated coordination with local tax advisors, civil law notaries, and their legal team in Colombia to ensure compliance and optimize repatriation. The final structure combined real estate trusts with life insurance instruments — achieving stronger privacy, intergenerational continuity, and over €250,000 in projected annual tax savings.
We advise expats managing assets across borders, entrepreneurs scaling in and out of Europe, and family offices preparing for generational wealth transfer. Our clients also include real estate investors navigating foreign markets and high-net-worth individuals seeking continuity across jurisdictions.
Take the Next Step
A smart tax structure isn’t a luxury — it’s a necessity. Let Montclare Capital Partners help you build yours.
Schedule a confidential consultation or request a jurisdiction-specific briefing:
contact@montclarecapital.com | www.montclarecapital.com.