Hello! My name is Pat Macdonald. I am a financial planner with 20 years of experience in international wealth management accross Europe and the Middle East. Fiscal laws are very different from country to country and I am experienced in navigating international and locals rules when it comes to cross-border wealth and tax planning. I am part of a regulated group with a truly global footprint. So what do I do?
Expert cross-border financial advice on investments, succession and tax planning in the UAE.
Protect your family whilst building your wealth with guarantees and maximum flexibility.
Tailored solutions to protect and grow your wealth from investment management to private bankings.
International wealth management with you - wherever you relocate to in the World
Advice on the many differences between succession and estate issues in the US, ME and Europe.
Planning for the future and the taxes that will catch you out when you relocate.
An International SIPP or a QROPS pension. Which works best for residents of the Middle East?
International investment portfolios designed to beat bank rates & inflation with minimum risk.
Build a bespoke investment programm catering for your future needs & circumstances
Our unique international strategies help protect your assets and grow your wealth wherever you call home
Do you have a question? Feel free to call or send us a message
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