For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, cross-border property and real asset acquisitions are rarely straightforward. Each transaction sits at the intersection of law, tax, finance, and lifestyle — and success depends on the strength of the professional network surrounding the client.

As an international buying agent and advisor, I work hand-in-hand with a range of HNW intermediaries — from legal advisors and tax specialists to private bankers and wealth managers — to ensure every acquisition is handled with precision and aligned with the client’s broader wealth strategy.

Legal Advisors: Precision in Every Contractual Detail

When it comes to high-value transactions, the smallest contractual nuance can have significant long-term implications.
Working alongside experienced legal advisors ensures every agreement — from the purchase contract to due diligence and title verification — is watertight.

Legal counsel not only protect the client’s position but also facilitate efficient completion by anticipating potential cross-jurisdictional issues, managing risk exposure, and ensuring compliance with local property and ownership laws.

Tax Specialists: Structuring for Long-Term Wealth Efficiency

Sophisticated HNW and UHNW clients understand that acquisition decisions are as much about structure as they are about opportunity.

Tax specialists play a critical role in aligning each transaction with the client’s overarching wealth strategy. Whether structuring through trusts, corporate vehicles, or private investment entities, the objective is clear — to preserve capital, maintain compliance, and optimise tax exposure across jurisdictions.

For clients relocating internationally, tax planning is particularly important to ensure that property holdings and other real assets complement residency, succession, and wealth preservation goals.

Funding and Finance Advisors: Unlocking Bespoke Lending Solutions

Standard financing channels rarely meet the needs of international private clients. Complex ownership structures, multiple income sources, or cross-border portfolios often require bespoke funding solutions.

By collaborating with private banks and specialist lenders, finance advisors can arrange tailored credit facilities, structured loans, or capital arrangements that standard retail banks simply cannot provide.
These arrangements not only support acquisition agility but also ensure liquidity is maintained across the client’s wider investment portfolio.

The Buying Agent: Coordinating Strategy and Execution

At the centre of this ecosystem sits the buying agent — coordinating communication between advisors, sourcing off-market opportunities, and negotiating discreetly on the client’s behalf.

By maintaining open collaboration with legal, tax, and financial professionals, the buying agent ensures that each property transaction fits seamlessly within the client’s relocation plan, investment goals, and wealth strategy.

The outcome? A streamlined process where every advisory layer reinforces the next — delivering results that protect value, minimise risk, and preserve privacy.

Why Collaboration Matters for Family Offices and HNW Advisors

For family offices and their network of private client professionals, collaboration isn’t optional — it’s essential.
Each advisor brings a specialised perspective, but when these insights are integrated through a trusted buying agent, clients experience a cohesive and efficient acquisition process that extends beyond the property itself.

This joined-up approach is particularly critical for:

  • Cross-border transactions involving multiple jurisdictions,
  • Relocation projects requiring local expertise, and
  • Complex ownership structures demanding confidentiality and compliance.

Conclusion: Collective Expertise Creates Client Confidence

The most successful outcomes for HNW and UHNW clients are achieved when their intermediaries — legal, tax, finance, and property — work together seamlessly.

By aligning strategy, structure, and execution, this network of professionals creates clarity and confidence for clients navigating complex, high-value acquisitions around the world.

As an international buying agent, my role is to ensure that each of these expert perspectives converges — transforming complexity into opportunity.

For more information about Domus Holmes Property Finder, please contact:

Jerome Lartaud: jerome@domusholmes.co.uk or follow Jerome on LinkedIn

Feel free to also follow Domus Holmes Property Finder on LinkedIn or Instagram

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www.domusholmes.co.uk

Independent Buying Agency Experts in Prime Real Estate Search & Acquisition in UK & Internationally

Exclusive Buyer’s Representation.

Impartial Advice | Fully Independent | Trusted Advisors

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