For families whose wealth crosses borders.
A confidential, concierge-led diagnostic for international families navigating residency, succession, and structural exposure across multiple jurisdictions. Designed for those who already have advisors — and need someone to see across them.
Four blind spots that compound quietly across generations.
Most families discover their cross-border exposure during an audit, an inheritance, or a relocation. By then, the cost of clarity has multiplied many times over.
Dual & Conflicting Residency
Two jurisdictions claiming you — or your children — as tax residents. Treaty tie-breakers misapplied. Years of double exposure on the same income.
Succession Across Borders
US estate tax can claim up to 40% of worldwide assets from non-resident decedents. Heirs in different jurisdictions face conflicting forced heirship rules and probate exposure.
Structural Leaks
Holdings, trusts, and entities assembled piecemeal over decades quietly bleed yield. Wrong jurisdictions, missing substance, suboptimal flow-through. Compounding annually.
Compliance Gaps
FBAR, Form 5471, CRS reports, beneficial ownership filings. Reporting obligations multiply with every jurisdiction. Penalties accrue per form, per year, per missed disclosure.
Built for the family whose advisors don't speak across borders.
If you have a CPA in Miami, a notary in Buenos Aires, an attorney in Madrid, and a banker in Geneva — and none of them coordinate — this diagnostic is the orchestrating layer your family has been missing.
- i International families with assets, residences, or beneficiaries across two or more jurisdictions.
- ii Patrimony of $5M+ where structural decisions made years ago no longer match present circumstances.
- iii Multi-generational considerations: children with different residencies, inheritance planning, family business succession.
- iv Existing advisors — accountant, attorney, wealth manager — who operate in silos and miss what falls between them.
- v Principals who value discretion, prefer concierge service, and expect their time to be respected.
Not a questionnaire. A conversation.
Our other diagnostic tiers are built for self-service. This one is built for families who would rather speak than fill forms — and whose situations don't fit a checklist.
Concierge Intake
A 60–90 minute video conversation, guided by Marcos personally. We capture residency, structure, and family considerations the way a private banker would — through dialogue, not a form. NDA executed in advance.
Succession Lens
Estate tax, forced heirship, generational transfer, and beneficiary residency exposure are core to the analysis — not add-ons. Most diagnostics stop at compliance. Ours starts where yours doesn't end.
Advisor Coordination
We can present the findings to your existing accountant, attorney, or wealth manager. Your relationships are preserved. Their cross-border perspective is elevated. Nothing is replaced — only completed.
From first conversation to clarity, in three weeks.
Confidential Intake
Multi-Disciplinary Analysis
Risk Map & Strategy Sessions
Advisor Coordination
A fixed fee. Fully credited if we proceed.
Final fee determined after intake based on family complexity, number of jurisdictions, and entity count. Quoted before engagement begins. Never adjusted afterward.
"If you engage Wanderlust Solvers for the full mandate within ninety days, your diagnostic fee is credited in full."
Your information stays in the room.
Every engagement begins with a mutual non-disclosure agreement. Information is shared only within the engagement team. Files are encrypted at rest and in transit. We work with families who value discretion above all — and we are built accordingly.
Two ways to begin the conversation.
Review a redacted sample report to see exactly what your family would receive. Or schedule a confidential 20-minute conversation to determine fit before any commitment.