Tax Residency and Business Structuring Questionnaire

Please take a few minutes to complete this form — all questions are required.
We need this information to fully understand your personal and business situation and provide tailored guidance.
Your privacy is our priority: all responses will remain strictly confidential and will be permanently deleted once our mission is completed.

Personal Situation

First Name

Last Name

Citizenship

Are you a citizen of other countries?

Where are you currently a tax resident?

Do you have multiple residence permits?

In which country(ies) have you spent the majority of your time over the past few years?

In which country(ies) have you spent more than 3 months in a year over the past few years?

Do you have a spouse, common-law partner, minor children? If yes, where do they currently live?

Do you have personal ties in any country (e.g., primary residence, dependents, rent, car, insurance, etc.)?

Residency Goals and Lifestyle

Which country(ies) would you like to live in short, medium, or long term?

Are you OK to spend a certain amount of time (e.g., 60 or 183 days) in a country to meet tax residency requirements?

Do you prefer a nomadic lifestyle or stable residence in one or two countries?

In which country(ies) do you want to live or spend a certain amount of time?

Can you prioritize how important are quality of life, safety, taxation, healthcare, and social environment in your decision?

Business Activities

Can you describe each of your businesses (industry, country of incorporation, revenue range, team size, etc.)?

Where are your clients, partners, or suppliers located? Where are your operational teams located, if any?

In which countries are you personally involved in the operation of your businesses?

Are you the sole owner or do you have co-founders/shareholders? Are you a director of any of your businesses?

Income and Taxation

What types of income do you earn (e.g., salary, dividends, business profits, royalties, capital gains, crypto assets, etc.)?

What is your approximate annual income bracket?

Do you currently feel overtaxed or inefficiently taxed? Please explain (e.g. rate, amount, etc..)

Are you open to restructuring your income or business to improve tax efficiency within legal frameworks?

Have you experienced any tax audits or reporting difficulties in any country?

Legal, Asset, and Banking Matters

Do you have personal or business bank accounts in multiple countries?

Have you already set up structures such as holding companies, trusts, or foundations?

Do you have investments (real estate, stocks, crypto) across different jurisdictions?

Have you planned or considered your estate and wealth succession?

Strategic Goals

Are you planning to sell or buy one or more of your businesses in the coming years?

Are you planning to sell or buy properties in the coming years?

Are you planning to raise funds, go public, or expand internationally?

Are you preparing to transfer your wealth to your heirs?

What are your top priorities: tax optimization, legal stability, mobility, confidentiality, compliance, diversification, etc.?

Anything you want to add and tell us about?