Client context
Private Clients & Family Offices
One senior point of judgement across business, tax, wealth and borders.
Thyor advises HNW and UHNW individuals, internationally mobile families and family offices on tax, ownership, liquidity events and privately held assets without managing money or selling financial products.
The context
What makes this decision environment different.
For private clients and family offices, the difficult questions usually sit between advisers. A business sale affects tax, ownership, estate planning and future liquidity. An international move affects residence, reporting, corporate structures and investment flows. Each specialist can be correct inside a narrow mandate while the family still lacks one integrated view.
Thyor acts as a senior financial and tax coordinator around the decision. It does not manage public-market assets or sell financial products. Existing lawyers, private bankers, trustees and local tax advisers can remain in place while the commercial and tax consequences are consolidated into one decision framework.
Pressures
Where the situation usually becomes difficult.
- 01
Advice is fragmented across specialists
Lawyers, accountants, bankers and investment advisers each see part of the structure, while no one owns the consolidated decision.
- 02
The family spans several jurisdictions
Residence, citizenship, entities, trusts, operating businesses and investment flows create overlapping filing and tax consequences.
- 03
Wealth is concentrated in private businesses
Liquidity, valuation, succession and tax decisions cannot be separated from the operating company that created the wealth.
- 04
Confidentiality is non-negotiable
The family needs a small senior team, controlled information sharing and a clear distinction between advice and product sales.
Where Thyor is engaged
Situations that tend to require a senior outside view.
- 01
International and expatriate tax
Map residence, source, entity and reporting obligations before relocation, restructuring, investment or a liquidity event.
- 02
Family-office tax coordination
Maintain one obligation calendar, issue register and decision process across entities, advisers and jurisdictions.
- 03
Pre-liquidity-event structuring
Assess owner, entity, timing and after-tax trade-offs before transaction terms constrain the available choices.
- 04
Private-business valuation and decision support
Evaluate privately held assets, recapitalisation paths, ownership transfers and reinvestment choices without managing client money.
How engagements work here
The delivery model adapts to the client, not the other way around.
One senior point of coordination
Thyor consolidates the commercial and tax question while specialist counsel and local advisers retain responsibility for their jurisdictions.
No products or asset management
The firm is paid for advice and execution support, not for placing investments or managing public-market portfolios.
Controlled information access
Mandates use small need-to-know teams, with sensitive documents exchanged only through an agreed secure process.
Private-business fluency
Advice connects family objectives to operating-company cash, ownership, valuation and governance rather than treating wealth in isolation.
Typical mandates
The shape of work in this client context.
International and expatriate tax
Residence, filing, foreign-entity and owner-level planning for an internationally mobile business-owning family.
Family-office tax coordination
Consolidated oversight of tax calendars, advisers and decision points across a multi-jurisdiction family structure.
Pre-liquidity-event structuring
Owner and entity analysis conducted well before a private-business sale, recapitalisation or succession event.
Next step
One senior point of judgement across business, tax, wealth and borders.
Describe the current decision, not the entire history. The first conversation is used to determine whether the firm is the right fit.