Personal Executive Services

 

 

Bender Brothers & Co delivers top-tier Personal Executive Services to individuals, families, and businesses on a monthly or annual retainer. Each client is supported by a single point of contact, backed by in-house specialists and the firm’s broad professional network.

 

Work is handled by seasoned professionals with backgrounds in high-performance settings, including direct support to leading entrepreneurs and public figures operating under pressure. Accuracy, judgment, timeliness, and discretion are fundamental. Delivery is strengthened by the firm’s operational capability, supported by secure, modern systems and extensive experience at the top end of private support.

 

Continuity is a defining feature: the firm maintains low staff turnover through a collegial working culture rooted in a longstanding institution.

 

Client confidentiality is underpinned by a strong culture of discretion, rigorous data protection protocols, and the use of best-in-class secure tools.

 

Flexible fee arrangements offer a streamlined alternative to hiring full-time staff.

​

Relocation

 

 

Amongst the relocation specialists of the personal executive services team are English-speaking expats with personal experience of having settled in a number of jurisdictions.  As the prevailing approach of most authorities in the OECD is to prioritise ‘substance over form’, it is imperative that new arrangements are set up correctly.  Physical presence in addition to place of management and control have become decisive considerations for the vast majority of tax rulings.

 

When moving a family to a new country, a methodical approach is warranted.  Legal advice should be taken to identify countries for migration and to ensure effective relinquishment of an existing tax residence.  Our fiduciary office can assist with the implementation of expert guidance, which may include the establishment of new asset holding structures in addition to the selection and ongoing oversight of trustees.  The relocation team is well acquainted with the logistical aspects of finding suitable accommodation, banks and schools for families. 

​

In countries permitting remittance-based taxation such as Italy, Ireland, Greece, Portugal, Cyprus and Malta; it is usually necessary for assets to be managed outside of the jurisdiction concerned.  The integrity of such arrangements is likely to be scrutinised by tax authorities of both the previous and current places of residence.  It is therefore important that sufficient ‘substance’ is established with physical premises and staff rather than merely a mailing address.  Liechtenstein is ideally suited as it is centrally located near Zürich and has affordable office space for a dedicated management office.  As a AAA-rated part of the European Economic Area, the Principality is not considered a tax haven and has banks with the lowest counterparty risk of any trust jurisdiction in the world.  Liechtenstein does not recognise foreign civil judgments apart from those of Switzerland and Austria, which can be helpful in the context of matrimonial disputes, succession planning and frivolous litigation. 

​

 

Relocation Case Studies
 
 

• British entrepreneur and family resettlement in Sardinia under Italian flat tax scheme with investment office in Liechtenstein

• Migration of British entrepreneur to Malta under the Malta Global Residence Programme enabling remittance-based taxation for assets managed by investment office in Liechtenstein

• American entrepreneur resettlement in Ireland with foreign grantor trust administered in Channel Islands with an investment office in the Cayman Islands

• UK resident and domiciled  investor move to Jersey

• Canadian investor and family migration to Liechtenstein

• European entrepreneur resettled in Italy under flat tax scheme with establishment of investment office in Liechtenstein and redomiciliation of operating companies

• European entrepreneur with children migration to Canada

• UK resident non-domicile entrepreneur move to Sweden with Channel Islands trust administered in Liechtenstein

• UK resident non-domicile entrepreneur migration to Portugal under NHR scheme.