Private-client consultancy

Think beyond borders.

A private consultation to map your international options - wealth, residency, banking and structuring.

Echelon Associates provides private-client consultancy for individuals and families exploring international relocation, wealth structuring, asset planning and corporate arrangements.

Prefer to talk? Call us on +44 (0) 204 538 4398 or email info@echelon-associates.com. No obligation - we respond within one business day.

Echelon Associates is a corporate and business consultancy. It does not provide regulated financial, legal or tax advice. Where regulated professional services are required, Echelon introduces clients to appropriately authorised and locally regulated providers.

Why Echelon

International thinking. Personal guidance.

Echelon Associates helps private clients explore international opportunities across wealth structuring, relocation, asset planning and corporate arrangements.

We take a holistic view of your objectives and connect you with appropriate professional expertise where specialist or regulated services are required.

Consultancy services

Private-client consultancy, across borders

International Wealth Structuring

Explore international approaches to wealth and asset structuring designed around your personal circumstances, objectives and long-term plans.

International Relocation

Understand the practical considerations involved in relocating internationally, from residency planning to structuring your affairs across jurisdictions.

Asset Structuring

Explore how different international structures may support the organisation and management of personal and family assets.

International Corporate Structuring

Explore international corporate structures for businesses, entrepreneurs and private clients with cross-border requirements.

Private Client Consultancy

Receive discreet guidance on your international objectives and identify the professional services and structures relevant to your circumstances.

Family Wealth Planning

Explore long-term approaches to organising family wealth, assets and succession planning across jurisdictions.

Tax treatment depends on individual circumstances, residence, domicile, structure and applicable local laws. Independent professional tax advice should be obtained where appropriate.

Discuss Your Situation Confidentially

No obligation. We respond within one business day. Prefer to talk? Call +44 (0) 204 538 4398

How it works

A conversation, not an application

01

Understand

Tell us about your circumstances, objectives and international plans.

02

Explore

We identify relevant international options and areas requiring specialist professional advice.

03

Connect

Where appropriate, we introduce you to suitable professional and regulated providers.

Tell us a little about what you’re exploring.

Your information helps us understand your objectives and determine how Echelon Associates may be able to assist. Any regulated financial, legal or tax services will be provided by appropriately authorised professionals where required.

Leave either an email or a telephone number - whichever you prefer.

How would you prefer we contact you?

Your details are kept strictly private and used only to arrange a confidential, no-obligation conversation. We respond within one business day. Prefer to talk now? Call +44 (0) 204 538 4398. Echelon Associates is a corporate and business consultancy. It does not provide regulated financial, legal or tax advice. Where regulated professional services are required, Echelon introduces clients to appropriately authorised and locally regulated providers.

Thank you - we'll be in touch.

One of our consultants will contact you privately to discuss what you are exploring and, where appropriate, the professional expertise that may be relevant.

Discreet & private

Conversations are confidential and handled with the discretion private clients expect.

Built around you

No templates. We start with your circumstances, objectives and long-term plans.

The right expertise

Where specialist or regulated services are required, we introduce appropriately authorised providers.

Considering an international move?

Explore your international options

From residency planning to international banking introductions, we help you understand the options available and the professional advice each may require.

Turquoise tropical coastline
Relocate

International relocation

Consider residency planning and the practical steps involved in establishing a life across borders.

Modern international financial district skyline
Bank

International banking

Explore international banking solutions and introductions to appropriate providers where required.

Quiet mountain landscape at sunrise
Structure

Family wealth planning

Explore long-term approaches to organising family wealth, assets and succession across jurisdictions.

Important Information

Echelon Associates is a corporate and business consultancy and does not itself provide regulated financial, legal or tax advice unless expressly stated otherwise and appropriately authorised.

Information presented on this website is provided for general informational purposes and should not be interpreted as personalised financial, legal or tax advice.

Where regulated or specialist professional services are required, Echelon Associates may introduce clients to appropriately authorised and locally regulated providers.

Tax treatment varies according to individual circumstances and applicable laws. Independent professional advice should be obtained before making financial, legal, tax or structuring decisions.

Nothing on this website constitutes a guarantee of financial outcome, tax outcome or capital preservation.