Montaigne

Montaigne · HNWI Chronicles

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HNWI Chronicles / The problem

Big family decisions.
A clearer picture.

Buying property, moving abroad or passing on wealth raises legal, tax, banking and family questions. Good advice on each part still needs to fit together.

For families, family offices and their trusted advisers.

See what we research

01 / Our research

What is changing?
What does it mean for you?

We research property markets, residency rules, tax changes and how families hold and pass on wealth. We look at how these changes connect and which ones could affect your decision.

Our public research briefs link to their sources, so you can see what the findings are based on.

See how we help

02 / How we help

One clear picture.
Before you commit.

We bring the research and your advisers’ input together in a decision memo. It explains what is known, what is missing, who needs to approve and what should happen next.

Use it to decide whether to proceed, change the plan, wait or walk away.

Read how the review works

03 / Get started

Start with the decision
in front of you.

Considering a property purchase, a move abroad or a change in family ownership? Explore our research or tell us about your decision to find out how we can help.

We work alongside your existing advisers. They continue to provide your legal, tax and investment advice.

Enter HNWI Chronicles