Tax, wealth, and corporate
structuring solutions for clients operating internationally.
At BLUMONT Advisory, we provide strategic advice to individuals, companies, and professional athletes who require efficient, clear structures tailored to their international reality.
Our services are designed to offer both technical and human support over time, with an integrated, precise, and personalized approach.
International Tax Planning
We design efficient, solid, and sustainable tax structures for individuals and companies operating across multiple jurisdictions. Our goal is to optimize global tax burdens, ensure regulatory compliance, and protect wealth from unnecessary risks.
Includes:
- Analysis of tax residency and international mobility
- Global tax optimization applying local rules and double tax treaties
- Implementation of holding companies, investment vehicles, and operating entities
- Review of existing corporate structures and identification of risks or inefficiencies
- Evaluation of special tax regimes, tax holidays, and incentives linked to relocation or foreign investment
Wealth and Estate Planning
We assist individuals, families, and business groups in designing structures that protect, organize, and project their wealth over time, with legal, tax, and strategic vision.
Includes:
- Design of holding structures, trusts, private foundations, etc.
- Domestic and international estate planning
- Advice on family governance and shareholder agreements
- Asset protection strategies against personal or business-related risks
- Evaluation of investment residency programs (Golden Visas) and other mobility options linked to wealth planning
Company Formation
and Annual Maintenance
We advise on the creation and management of corporate structures tailored to the client’s goals and profile. We coordinate the full corporate lifecycle, including annual compliance and regulatory obligations across jurisdictions.
Includes:
- Company formation in the U.S., Canada, Europe, Uruguay, LATAM, and other key jurisdictions based on client needs
- Guidance on the appropriate legal form and jurisdiction
- Coordination with local agents, notaries, banks, and service providers
- Management of annual obligations: renewals, corporate records, filings, and government fees
- Monitoring of tax, regulatory, and corporate compliance
- Corporate changes and dissolutions, in line with each jurisdiction’s requirements
Startups and Tech Companies
We support startups and tech companies through key stages, from formation to investment rounds and international expansion.
We design legal and tax structures that allow businesses to scale in an organized, secure, and efficient manner. We have experience working with tech, fintech, software, and platform-based ventures.
Includes:
- Incorporation of entities tailored to innovative business models
- Advice on fundraising structures: SAFEs, convertible notes, SPVs
- Review of shareholder agreements and founder protections, and ESOPs
- Support during due diligence processes and investor negotiations
- Legal and tax coordination for growth and cross-border expansion
Accounting and Tax Compliance
We offer centralized accounting services with a strategic approach, fully integrated into the client’s tax planning. We coordinate with local tax advisors as needed to ensure compliance in each country.
Includes:
- Monthly and annual accounting for entities across jurisdictions
- Preparation of financial and tax reports for decision-making
- Coordination with local tax advisors for filing requirements (e.g., U.S. tax returns)
- Oversight of international tax compliance
- Consolidated financial control for cross-border structures
Contract Drafting
and Legal Documents
We draft and review essential documents to support commercial, corporate, and wealth-related relationships, ensuring legal clarity and strategic alignment.
We work with legal experts across jurisdictions in both civil and common law systems (e.g., U.S., UK, Canada).
Includes
- Commercial contracts
- Shareholder agreements and investment terms
- Articles of association, operating agreements, by-laws, resolutions, and other corporate documents
- Letters of intent and term sheets
- Adaptation of contract templates to local legal frameworks
Professional Athletes
At BLUMONT, we offer a dedicated service for professional athletes who require efficient, clear structures tailored to highly mobile careers. Inés Cánepa, former professional tennis player and international tax expert, leads this specialized service with a practical and empathetic understanding of athletes’ real needs.
Includes:
- International tax planning based on residency, competition calendar, and global contracts
- Structuring of wealth and income for athletes with cross-border earnings
- Evaluation and application of favorable tax regimes for athletes (e.g., Spain, Italy, UK, Portugal)
- Coordination with tax and accounting professionals in all relevant jurisdictions
- Full support in cases of relocation, nationality changes, or retirement from professional sports
Not sure
where to start?
Every client is different. At BLUMONT, we assess your situation and help you choose the most suitable structure.
