Service Pillars
Multi-Jurisdictional Banking Solution
In an increasingly globalised economy, access to multi-jurisdictional banking services is essential for individuals and families looking to optimise their financial strategies and safeguard their wealth. The banking solutions we offer through our trusted banking partners provide clients with the ability to efficiently manage their wealth across various jurisdictions seamlessly.
Our banking partners provide tailored banking products, including multi-currency accounts, operational company accounts, transactional services, international wire transfers, cards, and investment opportunities in diverse markets. Our experienced partners guide clients through the regulatory landscapes of different jurisdictions, ensuring compliance while maximising efficiency and accessibility for global assets.
We provide end-to-end assistance throughout the entire account opening process, from initial setup to successful activation. Our team negotiates fees on behalf of clients and helps develop an effective banking strategy aligned with their financial goals.
Current Bank Partners
We carefully select our bank partners to ensure the highest quality and balance of services. The list may evolve based on client needs and changes in the global market and geopolitical landscape.
Alternative Citizenship and Residency
We provide guidance on global residency and citizenship options, including European and worldwide Golden Visa programs, as well as Residency and Citizenship by Investment programs. Additionally, we offer relocation strategies for individuals and family offices.
Dea Fortuna offers relocation solutions for family offices and individuals to a range of jurisdictions, including:
We also assist with obtaining alternative citizenship in the Caribbean Islands, Portugal, Turkey, Romania, and Serbia, as well as residency in the UK, Greece, Spain, Hungary, the UAE, the USA, and other countries.
Wealth Structuring and Asset Protection
Asset protection is a critical component of effective wealth management. We work with individuals and family offices to strategically reallocate assets to favourable jurisdictions.
We conduct thorough assessments of our clients' financial situations and goals, identifying jurisdictions that align with their needs for tax efficiency, privacy, and investment opportunities. Our expert partners navigate the complexities of international tax law to help clients reduce tax liabilities while ensuring full regulatory compliance and protection. This service enhances financial performance and provides peace of mind in an ever-changing environment.
Transactional Services
In today’s dynamic business landscape, navigating transactions and corporate structures requires expert guidance. Our Advisory services cover a wide range of support, including mergers and acquisitions, joint ventures, and corporate restructuring.
We provide strategic corporate consultancy tailored to each client’s unique needs, ensuring informed decision-making aligned with long-term objectives. Carefully selected experienced teams leverage industry knowledge to facilitate smooth transactions, minimise risks and maximize value. With us, clients can confidently pursue growth opportunities backed by a trusted team of experts.
We provide exclusivity, transparency, and access to the best global deals directly from the sellers.
Legal Assistance on Complex Cross-Border Matters
Reputation is a vital asset, especially in a globalised, digitally connected world. Our partners' reputation management services include comprehensive legal support, risk assessments, compliance audits, and crisis management strategies.
Our partner firms’ legal experts work closely with clients to develop proactive measures that mitigate reputational risks, safeguarding and strengthening their public standing. Whether addressing legal challenges or navigating complex regulatory requirements, our team provides the highest level of service, allowing clients to focus on their core business activities.
Next Steps
Contact Us
To discuss your goals and discover how Dea Fortuna can support your journey towards optimised financial health, global mobility and security.