Complex cross‑border decisions.A considered plan for what comes next.
Decisions about where to live, how to structure a business, and how to provide for the next generation are rarely made in isolation. We help bring the relevant considerations into focus and connect you with the appropriate specialists.
An entrepreneur, an independent professional and a family consider what freedom means to them. A golden drawing line connects their plans with a specialist’s guidance: creating a structure for personal and financial freedom, and protecting what they build for the next generation.
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The people behind Mundo
Know the expertise behind your conversation
Explore the professionals across the Mundo network, including their areas of practice and the languages in which they work. Their profiles offer a considered starting point for identifying relevant expertise.
International Business Attorney
Daniela Cisneros
Legal counsel on international business matters and Panamanian regulation.
Choose an objective to explore relevant questions, jurisdictions, and possible next steps.
Residency and Citizenship
Private client mobility
Residency and Citizenship Planning
Consider where you and your family may wish to establish residence, the status each family member may require, and whether a second citizenship forms part of your wider plans. Residence rights, citizenship and tax residence are distinct matters, each requiring careful assessment.
What we clarify
Compare what matters to you
Consider family inclusion, residence requirements and other criteria together instead of choosing on a single headline.
Read before you shortlist
Explore related publications to understand the questions and assumptions behind the options you are considering.
Review your circumstances
Discuss nationality, family plans and practical constraints with a specialist before pursuing an application.
Possible outcomes
Residency options
Citizenship by investment
Family mobility
Common jurisdictions
PortugalGreeceMaltaPanamaUAESt. Kitts
Best first step
Tell us the countries you are considering, who would apply, and your preferred timing.
Corporate structuring
Company Formation
The choice of jurisdiction and entity should reflect how a business is owned, governed and conducted in practice. Incorporation, banking, reporting obligations and ongoing administration are best considered as part of a coherent structure.
What we clarify
Consider where you will operate
Explore jurisdictions in relation to your business activity, customers and the owners' countries of residence.
Connect company and banking needs
Consider how ownership, account requirements and expected transactions relate to the company you plan to form.
Prepare the right questions
Identify the ownership, documentation and ongoing administration details to discuss before beginning the incorporation process.
Possible outcomes
LLC and IBC setup
Corporate substance
Redomiciliation
Common jurisdictions
SingaporeUAEHong KongPanamaBVIDelaware
Best first step
Describe the business, where its owners and customers are based, and the accounts and payments it will need.
Wealth preservation
Trusts and Asset Protection
Trusts and private foundations may serve different purposes. Their suitability depends on your objectives, beneficiaries, governance preferences and the jurisdictions involved. Legal and tax consequences should be assessed in the context of your individual circumstances.
What we clarify
Start with your priorities
Set out what you want to address, which assets are involved and who should benefit.
Understand the roles
Use plain-language research to explore responsibilities, control and succession questions before discussing a structure.
Discuss the wider arrangement
Review how a proposed trust would relate to existing ownership, family plans and professional advice.
Possible outcomes
Trust setup
Private foundations
Succession planning
Common jurisdictions
PanamaNevisCook IslandsBVIBelizeMalta
Best first step
Outline your goals, the types of assets involved, who should benefit, and the countries relevant to your family.
Financial access
Start with the account's purpose and the provider's requirements.
Set out the account holder, source of funds, currencies and expected transactions. A specialist can help clarify requirements and application steps; the bank decides whether to accept the application.
What we clarify
Define what the account is for
Explain how you plan to use the account, including currencies, countries and expected payment activity.
Prepare for document questions
Identify the information a specialist may need about ownership, business activity and source of funds.
Consider the cross-border picture
Review how residence, company location and transaction destinations may affect the questions you need to ask.
Possible outcomes
Personal banking
Corporate accounts
Payment access
Common jurisdictions
UAESingaporeSwitzerlandPanamaLuxembourgMonaco
Best first step
Tell us whether you need a personal or business account, the countries involved, and the main purpose of the account.
Property and investment
Property decisions connected to the wider plan.
Clarify whether the property is a home, an investment or part of a residency plan. Review ownership, funding and ongoing costs, and confirm the legal and residency checks needed before committing.
What we clarify
Separate lifestyle and investment goals
Clarify whether the property is for your own use, rental income or a wider relocation plan.
Put the property in context
Explore location and market research alongside the listing to identify what still needs independent verification.
Review ownership and ongoing costs
Prepare questions about ownership, financing, running costs and any connection to your residency plans.
Possible outcomes
Property and residency
Retirement real estate
Rental strategy
Common jurisdictions
PanamaPortugalUAEGreeceSpainMalta
Best first step
Tell us your preferred location, budget, intended use, and timing. Distinguish a home purchase, rental investment, and any residency plans.
Long-term coordination
One coordinated view of the family’s global plan.
Bring your family’s priorities, countries, assets and existing advisers into one discussion. Identify what needs coordinating, who will be responsible and which questions require separate specialist advice.
What we clarify
Bring the family priorities together
Set out the people, assets and countries involved so discussions begin with a shared picture.
Keep decisions in one place
Save relevant research and choices to help explain what has been considered and what remains unresolved.
Connect related needs
Consider how companies, banking, property and succession questions interact before discussing responsibilities with your advisers.
Possible outcomes
Family governance
Succession planning
Multi-country coordination
Common jurisdictions
UKSwitzerlandUAESingaporePanamaPortugal
Best first step
Outline the decisions your family needs to make, the countries involved, and which advisers already support you.
These illustrative situations show the kinds of questions you can bring to Mundo. They are not actual client cases or accounts of results.
Illustrative situation01
Room for business. Room for life.
A founder works across countries and wants to understand where business responsibilities meet family priorities: ownership, everyday decisions and time together.
What needs to work for the business, and for life outside it?
A family considering a move weighs residence options alongside school, work, healthcare and connections to home. The choice needs to make sense in daily life and over time.
Supporting personal and financial freedom, with the next generation in mind.
We bring decisions about your life, business and family into one conversation.
Get to know Mundo
People, experience and a clear next step.
The Mundo method
Your plans. A clear way forward.
Four connected steps, shaped around your circumstances. Explore at your own pace, or speak with our team at any stage.
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01Explore
Start with what matters.
Consider where you want to live, how your business operates, or what your family needs. Identify the countries, priorities and timing that will shape your decision.
What you take forward
A clear objective and the questions you want to answer.
Compare relevant options against your priorities, including requirements, costs and ongoing commitments. Keep a focused shortlist and note what still needs checking before you choose.
What you take forward
A focused shortlist, with the key differences and open questions.
Discuss your circumstances with the appropriate specialist. Review eligibility, documentation and practical constraints, then agree what needs further advice and who would be responsible for the work.
What you take forward
A reviewed plan, with advice needed and responsibilities made clear.
Confirm the scope, fees and responsibilities before work starts. Your appointed specialist then handles the agreed tasks, with document requirements and next steps set out for you.
What you take forward
An agreed scope of work and a named point of contact.
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