Cross-border Tax Review
Cross-border Tax Review
Built around the client's status, residence arrangements,
asset footprint and family structure.
Starting from Identity,
Building a Lasting Global Order
Around the identity, tax, compliance, structuring and overseas expansion needs of high-net-worth families, immvista provides systematic support from long-term planning through to in-jurisdiction coordination.
01 | Tax Residency Management
Starting from tax residency boundaries, we help families identify potential tax implications across asset allocation, residence arrangements and business rhythms, building clearer long-term compliance judgement.
Tax Residency Assessment
Tax Residency Assessment
Considering days of residence, the centre of life,
family arrangements and asset positions.
Annual Compliance Support
Annual Compliance Support
Helping clients continuously maintain the records needed
for long-term compliance, filings and reviews.
02 | Compliance Management
By mapping family governance, source of wealth, record-keeping and long-term obligations, we help clients build a stable, traceable and explainable compliance framework.
Family Governance Review
Family Governance Review
Covering family members, asset distribution,
identity status and business relationships.
Source of Wealth Review
Source of Wealth Review
Helping clients document how wealth was formed,
its core sources and the supporting evidence.
Compliance File Management
Compliance File Management
Continuously updating identity, asset and family records
into a long-term compliance archive.
03 | Offshore Structuring
After identity planning, questions of how assets are held, how family governance is arranged and how succession connects across generations call for longer-horizon structural design.
Family Structure Design
Family Structure Design
Designed around family relationships, asset distribution and succession goals
for long-term holding.
Trust Structure Coordination
Trust Structure Coordination
Coordinating with other institutions
on the client's asset and trust administration needs.
Succession Planning Support
Succession Planning Support
Organising succession documents and long-term governance logic
for the continuity of family wealth.
04 | Global Expansion
Going global is not a single-market decision — it is a systematic arrangement spanning identity, entities, compliance, funding, staffing, tax and local resources.
Market Entry Assessment
Market Entry Assessment
Across target markets, identity conditions, the business environment,
compliance requirements and local resources.
Local Execution Coordination
Local Execution Coordination
Coordinating local professional resources
to support entity formation and operational continuity.
Entity Maintenance Support
Entity Maintenance Support
Helping enterprises continuously manage the legal, tax,
corporate-secretarial and operating records of overseas entities.
Beyond Identity: Building a Sustainable
Order for the Future
Supporting the global journey of ultra-high-net-worth families
with systematic solutions from front-end planning to back-end management.
01 | Tax Residency Management
Starting from tax residency boundaries, we help families identify potential tax implications across asset allocation, residence arrangements and business rhythms, building clearer long-term compliance judgement.
Cross-border Tax Review
Cross-border Tax Review
Tax Residency Assessment
Tax Residency Assessment
02 | Compliance Management
By mapping family governance, source of wealth, record-keeping and long-term obligations, we help clients build a stable, traceable and explainable compliance framework.
Family Governance Review
Family Governance Review
Source of Wealth Review
Source of Wealth Review
03 | Offshore Structuring
After identity planning, questions of how assets are held, how family governance is arranged and how succession connects across generations call for longer-horizon structural design.
Family Structure Design
Family Structure Design
Trust Structure Coordination
Trust Structure Coordination
04 | Global Expansion
Going global is not a single-market decision — it is a systematic arrangement spanning identity, entities, compliance, funding, staffing, tax and local resources.
Market Entry Assessment
Market Entry Assessment
Local Execution Coordination
Local Execution Coordination
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