Advisory paths

Considered counsel, from first question to final signature.

Decisions about residence, citizenship, business, property and the next generation are closely connected. Explore the relevant areas of expertise, then discuss how specialist advice and a clear scope of work can bring your wider plans into focus.

Contact us directly at any stage. A Decision Brief is optional.

A conversation shaped around your plans.

Our advisory areas

Six areas. One connected plan.

Explore the questions and services relevant to your life, business and family. Start with one area, or discuss how several fit together.

Private client mobility

Residency and Citizenship

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.

PanamaPortugalCyprusAntigua
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.

PanamaBVIBelizeSingapore
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.

NevisBelizeCook IslandsBVI
Financial access

Bank Accounts

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.

PanamaSingaporeHong KongUAE
Property and investment

Real Estate

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.

PanamaPortugalSpainUAE
Long-term coordination

Family Office

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.

PanamaUAESingaporePortugal
Service catalogue

Explore our services

Have a specific question in mind? Browse individual services and confirm the scope with the relevant team.

All services
Selected offers

Structures to explore

Explore selected company and foundation arrangements. Confirm current availability, purpose, eligibility, costs and banking requirements with the relevant specialist.

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How we work

A measured process, from first conversation to implementation.

Our coordination team reviews your enquiry and identifies the relevant specialist. Before work begins, confirm who will lead the matter, what the service includes and how you will stay in contact.

01 / 04Understanding

Outline your objectives, the countries involved and your priorities. Identify the questions you want to resolve.

Next: Assessment
02 / 04Assessment

Compare relevant options against the same criteria, including requirements, costs and limitations. Note what still needs checking.

Next: Agreement
03 / 04Agreement

Discuss your circumstances with the relevant specialist. Confirm responsibilities, scope, fees and expected timing before agreeing to proceed.

Next: Implementation
04 / 04Implementation

Proceed with the agreed provider and scope. Confirm the documents required, your point of contact and the next steps.

Confirm terms before work begins

What this helps you do

Research helps frame the questions, comparison highlights differences, and a specialist can review your circumstances.

  • Research in your language

    Explore a publication library with English, Spanish, Russian and Chinese content, filtered by language and topic.

  • Discuss your circumstances

    Share your goals and constraints so a specialist can review what matters to your situation.

  • Start with your goal

    Choose an advisory area around your decision, then explore the relevant services and research.

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.

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Operational Director

Karina Dinsberg

Client coordination, trusts and corporate structures

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International Sales Representative

Sophia Orlova

Panama enquiries and initial client coordination

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Wealth Manager and Investment Advisor

Manuel Barrachina

Wealth planning and investment context for international decisions

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International Associate

Telbert Glasgow

Corporate and wealth planning with Caribbean coordination

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Head of Nevis Office

Shaunte Stapleton

Corporate services, administration and client coordination in Nevis

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Senior Corporate Administrator

Ilya Bokhan

Corporate documentation, compliance processes and ongoing administration

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Corporate Administrator

Valeria Bespalova

Company records, documentation and administrative follow-through

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Renewals Officer

Viktoria Stevenson

Residency and corporate renewals, deadlines and follow-up

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Head of Sales Department

Natalia Polsson

Sales leadership, client introductions and referral coordination

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Sales Representative

Natalie Aliyeva

Initial enquiries about residency and investment options

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Sales Representative

Orianna Camargo

Panama enquiries and English–Spanish client communication

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Next step

Begin with a conversation about your plans.

Tell us what you are considering and the countries involved. We can help clarify the questions to review and identify the relevant expertise.

Speak with a Mundo specialist