Lead story
Family Balance Sheet
See assets, debts, income, and next steps in one view.
EUROPEAN WEALTH
Wealth Plans That Last
Clear portfolio reviews, retirement plans, tax-smart investing, and estate steps across Europe.
FROM THE JOURNAL
Featured stories and plans
See assets, debts, income, and next steps in one view.
In brief
Founder Cash Forecast
Field note
Risk Check for Moves
01Step 01
01 Portfolio Review
What to keep, trim, and watch in your account mix.
02Step 02
02 Pension Drawdown
How income can flow after work ends.
03Step 03
03 Estate Map
Who gets what, and how the plan fits local rules.
Client note
Cross-Border Tax Map
Client note
New
Estate Plan Review
New
TOPIC CHANNELS
Read by topic
Plain steps for pensions, drawdown, and life after work.
GUIDE
Retirement Rules
Plain steps for pensions, drawdown, and life after work.
TIPS
Tax Moves
Notes on tax residence, capital gains, and income flow.
GUIDE
Family Wealth
How to sort gifts, trusts, and long-term plans.
TRENDS
Founder Money
Cash flow, sale prep, and the next set of money choices.
of client planning
18 years
of client planning
covered in reviews
12 EU markets
covered in reviews
reviewed each year
240+ plans
reviewed each year
Community
Customer notes
Verified
“We needed one clear view of our money across two countries, and this gave us that.”
E
Elena Varga
Managing Partner, Northgate Labs
Verified
“The review showed where our risk sat and what to change before retirement.”
J
Jonas Meier
CFO, Alder House Group
Verified
“Their estate notes were plain and calm, which made hard family talks much easier.”
P
Priya Desai
Founder, Desai Atelier
SPOTLIGHT
More ways we help
Short reads for people who earn, move, or invest in more than one country.
Featured
Cross-Border Tax Notes
Short reads for people who earn, move, or invest in more than one country.
02Step 01
Pension Check 01
See if your pension fits your age, income needs, and tax set-up.
03Step 02
Pension Check 02
Look at drawdown, fees, and the plan for later years.
Wide read
Family Office Review
A clear review of accounts, roles, and reporting for busy households.
05Brief
Risk Map for Movers
What can shift when you move home, work, or both.
06Guide
Estate Notes for Couples
Simple prompts for wills, named accounts, and shared plans.
07Tools
Cash-Flow Forecasts
See what is likely to come in, go out, and stay left.
08Read now
Founder Exit Plan
Prep for a sale with clean records, tax notes, and timing.
Journal
From the journal
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Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01Who do you help across Europe?+
We work with families, founders, and professionals who want clear money plans across countries, taxes, and life stages.
02What happens in a portfolio review?+
We check risk, cost, income needs, and fit, then give plain notes on what to keep, change, or watch.
03Do you help with cross-border taxes?+
Yes. We look at tax residence, investing, and income flow so your plan fits the rules where you live and earn.
04Can you help before retirement?+
Yes. We plan income, drawdown, savings gaps, and the steps needed before work slows down.
05Do you handle estate planning?+
We map who gets what, when, and how, then work with your lawyer or tax adviser on the next steps.
06How often should we review plans?+
Most clients review once a year, or sooner after a move, sale, birth, or a change in income.
Get weekly notes
Get one short email each week with clear notes on tax, retirement, and family wealth across Europe.