Case Studies

A San Francisco-based tech executive sought to purchase a historic villa in Tuscany as both a lifestyle asset and rental investment. Key concerns: Italian property taxes, U.S. reporting obligations, and optimal ownership structure.

We structured the acquisition through an Italian S.r.l. to separate personal and investment liability, minimize Italian property taxes, and simplify U.S. FBAR/Form 8938 reporting. We also secured NHR-equivalent benefits through Italy's Flat Tax regime.

Acquisition completed in 11 weeks. Annual tax savings of approximately €45,000 vs. direct personal ownership. Full FATCA/FBAR compliance maintained.

A New York family office sought EU residency for a UHNW client and their family, combined with maximum tax efficiency on European investment income and capital gains.

We structured a qualifying fund investment for Golden Visa eligibility, applied for NHR status providing a 10% flat tax rate for 10 years, and established a Portuguese holding structure to optimize dividend flows from existing European investments.

Golden Visa approved in 8 months. NHR status granted. Effective tax rate on European income reduced from 28% to 10% for a 10-year period.

A U.S. PE fund acquiring a portfolio of German industrial assets needed an optimal European holding structure to minimize withholding taxes on dividends and provide a platform for future European acquisitions.

We established a Dutch BV holding company with substance, leveraging the Netherlands-Germany tax treaty to reduce dividend withholding to 5%, and structured the BV to qualify for the EU Parent-Subsidiary Directive.

Withholding tax on dividends reduced from 25% to 5%. Structure also provides optimal platform for future EU acquisitions. Full DAC6 compliance maintained.

A Miami entrepreneur relocating to Barcelona for business needed to structure his Spanish real estate portfolio tax-efficiently while taking advantage of Spain's Non-Dom tax regime for his first six years of Spanish residency.

We applied for Beckham Law status (Non-Dom regime) providing a 24% flat tax rate on Spanish-source income, structured his property portfolio through a Spanish S.L. to optimize rental income and capital gains treatment, and established a clear exit strategy.

Beckham Law approved. Effective Spanish income tax rate: 24% vs. standard 47%. Property portfolio generating 6.2% net yield.