Sound Familiar?
Where You Might Be Starting
- You have assets and family obligations split across two or more countries.
- You're not sure how a move — to Singapore, back to India, or elsewhere — would affect your tax and estate position.
- Your insurance and investments were set up in one country and never revisited after you relocated.
- You want to plan for eventually returning home, but haven't mapped out what that actually changes.
Where to Start
Planning Areas That Apply to You
The S.M.A.R.T. Wealth Framework™
Cross-border families often need Discover to go deeper than usual — a full picture across every jurisdiction involved — before Build and Optimize can be planned with any confidence.
In Their Words
Families Who've Been Here Before
Watch Story
CEO, Asia-Pacific Region
Sleep Over It, Not Sign Over It.
“Today, it's been six years that Mandar is our family's confidant, financial advisor, and a family friend.”
Shared with permission · Recorded 2020–2023
FAQ
Common Questions
I'm planning to move to Singapore — where should I start?
Start with a full picture of your current assets, obligations, and tax residency status, so the move can be planned rather than reacted to — see Cross Border Wealth.
I might move back to India in a few years — does that change what you'd recommend now?
Yes, and it should be planned for explicitly rather than assumed away — a plan resilient to either outcome is usually possible with the right structuring.
Do you work with clients who've already relocated multiple times?
Yes — international mobility is common among our cross-border clients, and the planning approach accounts for it rather than assuming a single permanent location.
Mandar is not a tax advisor. References to tax on this page are general in nature — please consult your own qualified tax advisor for advice specific to your situation.