Built for Those Who
Build Across Borders
Globally distributed founders and executives trust Grey River to hold the whole board: international tax, residency, structures, and capital.
One continuous view of a life
held across jurisdictions.
When you move offshore, your former advisors step back; most cannot service non-residents. Grey River closes that gap: the tax and residency position, the holding structures, and the capital itself, held in a single disciplined view.
Annual Net-Worth Analysis
FY 2025 · Q3| Jurisdiction | Structure | Status |
|---|---|---|
| Panama | Private Interest Foundation | Active |
| United States (DE) | Holding LLC | Active |
| Canada | Departure tax position | Filed |
| Portugal | Treaty review | Scheduled |
Illustrative: the consolidated annual view maintained under a Cross-Border Wealth Oversight engagement. Clients hold and direct their own accounts.
Grey River for
- Exit & Departure Tax
- Treaty Positioning
- Residency Programs
- Holding Structures
- Asset Protection
- Net-Worth Consolidation
- Quarterly Oversight
“I help clients consider better personal residency options and restructure their businesses, while maintaining global regulatory compliance and preserving long-term wealth.”
Latest thinking from the firm
All ResearchAsymmetric Mobility
The framework paper behind the practice: why mobility has become one of the highest-leverage variables on a modern balance sheet.
The Fracturing of the Western Fiscal Contract
On rising fiscal pressure across Western economies, and what it means for those with the means, and the reasons, to move.
Grey River Annual Letter 2025
The firm's annual letter: positioning, structuring themes, and the year in cross-border wealth.
Panama Residency vs. Other Jurisdictions
A working memo benchmarking Panama's residency programs against the leading alternatives.
Private-client discretion,
institutional discipline
Engagements are governed by strict confidentiality. Clients hold and direct their own accounts. Grey River provides the analysis, the framework, and the discipline, not discretionary management.