Structuring Wealth Across Borders.
Securing What You've Built.
We help business owners, investors, and family offices structure across borders. Residency planning, entity formation, banking, tax optimization, and compliance across jurisdictions.
The Problem With Most International Tax Advice
You've heard the pitches. Move to Dubai, pay zero tax, problem solved. Open a company in the BVI, route everything through it, done.
It's not that simple. Those who treat it that way are the ones who end up with structures that fall apart under audit, trigger CFC rules they didn't know existed, or create tax obligations in jurisdictions they thought they'd left behind.
International structuring isn't about finding the lowest rate. It's about building a compliant architecture that accounts for where you live, where your business operates, where your clients pay from, and where your assets sit. All at once.
Jurisdiction-Agnostic Advisory
We analyze your full picture before recommending any jurisdiction or structure.
Residency & Tax Domicile Planning
Strategic relocation to jurisdictions aligned with your financial goals. Italy, UAE, Paraguay, Panama, the US, and dozens more. Every recommendation is built around your specific situation, not a template solution.
Holding & Entity Structuring
BVI, Cayman, US, EU, Isle of Man, and pretty much anywhere. The jurisdiction matters less than how the structure connects to your operational reality.
Cross-Border Banking & Accounts
Corporate and private accounts across stable jurisdictions, merchant processing, and compliant on/off-ramps for digital assets. If you've been declined elsewhere, that's where we start.
Ongoing Compliance & Optimization
CFC analysis, transfer pricing, treaty application, FEIE planning, and reporting obligations across jurisdictions.
Global Entrepreneurs
For founders scaling beyond borders. We bridge revenue growth with optimal tax positioning. From entity structuring to cross-border compliance, we ensure your global expansion avoids unnecessary tax drag.
Private Investors
Protect capital and maximize returns. We build the infrastructure to insulate assets, optimize investment taxation, and access exclusive opportunities. We create structures that preserve and grow your wealth.
Family Offices
Institutional infrastructure for multi-generational wealth. We handle governance, regulatory compliance, and consolidated reporting. We provide the structural foundation allowing you to focus on strategy.
Sovereign Individuals
Freedom of movement and capital. We facilitate residency, citizenship, and international banking. We build the framework supporting living, working, and investing anywhere in the world.
Our Process
Discovery
We map your full financial picture: income sources, current entities, residency status, citizenship, family considerations, and goals.
Structure Design
We model 2-3 structural options across jurisdictions, comparing effective tax rates, compliance burden, lifestyle impact, and long-term flexibility.
Implementation
We handle entity formation, residency applications, bank accounts, and legal documentation.
Ongoing Advisory
Tax law changes. Your business evolves. We monitor regulatory shifts, review your structure annually, and adjust proactively.
Why Ipanema Partners
Push one jurisdiction
Jurisdiction-agnostic analysis
Entity setup only
End-to-end: residency through compliance
CFC mentioned in passing
Central to every structure
Crypto: "We're learning"
Structured DEXs, perps protocols, token launches, and more
Only know one jurisdiction
Multi-jurisdictional expertise across operational, tax, and compliance needs
Common Questions
Is this legal?
Every structure we design is fully compliant with the tax laws of every jurisdiction involved. We conduct KYC and KYB on all clients, perform sanctions screening, and do not work with illegal or certain high-risk industries.
I already have an accountant. Why do I need you?
Most clients come to us because their accountant is not a specialist in cross-border matters. We operate at the strategic level across multiple jurisdictions and also assist with banking, residency, and the critical elements relating to your cross-border life and business.
How much does this cost?
Initial consultations are $500 for one hour. Beyond that, we generally use flat fees so you know upfront what it will cost. Because everything is customized, it is not possible to determine the full cost until we've consulted and gathered all the key information and decided on a route of action.
What if my situation changes?
Situations change all the time. You move countries, sell a business, start a new venture, or your family grows. We design structures with flexibility in mind and work with clients on an ongoing basis to adapt as circumstances evolve. That's why most of our client relationships are long-term.
Your Structure Should Work as Hard as You Do
If you're earning across borders, holding assets in multiple jurisdictions, or considering a strategic relocation, you need an advisor who sees the full picture. Schedule a confidential consultation. We'll assess your current structure, identify the gaps, and outline what an optimized architecture looks like for your specific situation.
What Is Cross-Border Tax Advisory?
Cross-border tax advisory is the practice of designing compliant tax structures for individuals and businesses that operate, earn, or hold assets across multiple countries. It involves analyzing how different jurisdictions interact, including their tax treaties, reporting requirements, and regulatory frameworks, to build structures that are efficient and legally sound.
Unlike domestic tax planning, cross-border advisory requires understanding multiple legal systems simultaneously. A structure that works perfectly in one country can create unexpected liabilities in another if the interactions between jurisdictions are not properly accounted for.
Territorial vs. Worldwide Taxation
Countries tax their residents in one of two ways. Worldwide taxation means the country taxes all of your global income, regardless of where it was earned. The US, UK, and Canada all use this approach. Territorial taxation means the country only taxes income earned within its borders. Paraguay, Panama, and Costa Rica are examples of territorial systems.
Understanding which system applies to you is the starting point of any international structure. Your tax residency determines which rules govern your global income, and choosing the right residency is often the single most impactful decision in international tax planning.
Beyond Tax Rates: What Actually Matters
Low tax rates attract attention. But the most important factors in international structuring are often overlooked. CFC rules determine whether income earned by your foreign entities gets taxed in your home country. Substance requirements dictate what operations, employees, and decision-making must exist where your entities are registered. Treaty networks affect how income is taxed as it moves between jurisdictions. And reporting obligations can create significant penalties if not handled correctly.
A well-designed international structure accounts for all of these factors, not just the headline tax rate.