Tax Structuring

Cross-Border Planning for Sustainable Wealth

Why Tax Structuring Matters

Global mobility and international investments create complex tax scenarios. Without strategic structuring, your income, assets, and capital gains may be subject to unnecessary or double taxation. With Montclare, you gain:

  • I. Clarity on international tax liabilities.

  • II. Compliance with local and international regulations.

  • III. Efficient structures that preserve returns.

  • IV. Peace of mind through professional coordination with trusted legal and fiscal experts.

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

We work with a trusted network of fiscal advisors, tax lawyers, and compliance officers in:

  • I. The Netherlands.

  • II. Spain, Portugal, and EU Mediterranean countries.

  • III. Poland and Central Europe.

  • IV. United Kingdom and Ireland.

  • V. UAE and Gulf states.

  • VI. Southeast Asia.

  • VII. Latin America, with a special focus on Mexico, Colombia, Chile, and Argentina — where our Spanish-speaking leadership and partners offer deep local expertise.

Why Montclare?

  • I. We prioritize discretion, control, and legal compliance.

  • II. We structure with longevity — anticipating changes in your personal, business, and family context.

  • III. Our clients stay with us because we are more than advisors — we are partners in protecting and growing your capital.

Case Study: A Family Office Restructuring European Holdings

A Latin American family office with assets in Spain and Portugal approached Montclare to streamline their tax exposure and succession risk.

I. We reviewed their asset ownership models and restructured holdings through Dutch and Luxembourg vehicles.
II. Facilitated conversations with local tax counsel and civil law notaries.
III. Created a plan for generational transfer of real estate through trusts and life insurance-backed instruments.
IV. Coordinated with advisors in Colombia to ensure proper tax deferral and repatriation treatment.

The result: a simplified structure, improved privacy, and €250,000 in projected annual tax savings.

Ideal For:

I. Expats managing wealth across multiple jurisdictions.
II. Entrepreneurs and scale-ups operating in Europe and abroad.
III. Family offices and HNWIs focused on intergenerational transfer.
IV. Real estate investors acquiring property in foreign markets.

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.

Contact Us