Ultra-High-Net-Worth Individuals (UHNWIs)

Understanding the Needs of Ultra-High-Net-Worth Individuals

UHNWIs often maintain personal, professional and family connections across several countries at once. Multiple homes, frequent travel, board or advisory roles, and next-generation considerations can create overlapping residence claims, tax exposure and reporting obligations.

CCLEX focuses on these mobility-driven legal and tax dimensions, helping UHNWIs understand how residence, citizenship and physical presence translate into rights, obligations and long-term optionality across jurisdictions.

Residence and Citizenship as Mobility Assets

At CCLEX, we treat residence and citizenship as distinct strategic asset classes: mobility assets, rather than administrative outcomes. For UHNWIs, these assets play a critical role in preserving stability, flexibility and continuity across generations.

We advise on how different residence and citizenship statuses compare in terms of durability, scope of rights, regulatory expectations and intergenerational relevance, ensuring that decisions remain resilient as personal, family and geopolitical circumstances evolve.

The CCLEX Mobility Assets Spectrum™

The CCLEX Mobility Assets Spectrum™ (MAS) is our proprietary framework for analysing and advising on global mobility. It places temporary residence, permanent residence and citizenship along a structured spectrum, enabling UHNWIs to evaluate:

• the relative strength and durability of each status,
• the rights and limitations attached to them,
• their interaction with tax residence and reporting obligations, and
• their suitability for long-term and intergenerational planning.

Through the MAS, we help UHNWIs move away from fragmented or reactive decisions and towards coherent, long-term mobility strategies.

Citizenship and Residence Advisory for UHNWIs

Our citizenship and residence lawyers advise UHNWIs on:

• residence and citizenship pathways aligned with personal and family circumstances,
• coordinating multiple residence statuses across jurisdictions,
• pre-immigration and exit considerations, and
• maintaining compliance with residence conditions, renewals and reporting requirements.

Our advice is comparative and jurisdiction-neutral, allowing UHNWIs to assess options across Europe and other strategic destinations without being tied to a single programme or country.

International Private Client Tax Advisory and Compliance

CCLEX advises UHNWIs on international private client tax matters from a legal and compliance perspective, particularly where mobility, residence and cross-border living intersect with tax exposure.

We support UHNWIs with:

• international tax advisory linked to residence and relocation,
• coordination of tax positions across multiple jurisdictions,
• treaty interpretation and double tax considerations, and
• ongoing personal tax compliance and reporting obligations.

Our role complements that of external accountants and advisers, ensuring legal consistency and cross-border alignment.

International Property Advisory and Conveyancing

Property often anchors an UHNW individual’s presence in key jurisdictions. Our property team advises on:

• acquisition and disposal of residential property across destination countries,
• legal due diligence and conveyancing,
• ownership arrangements aligned with personal use and residence objectives, and
• compliance with local property, registration and ownership rules.

We coordinate closely with the individual’s wider advisory team to ensure property decisions support broader mobility and residence considerations.

Working Alongside Trusted Advisors

CCLEX works alongside UHNWIs’ existing advisers, including family offices, private bankers, trustees, accountants and legal counsel. We provide the legal and tax framework underpinning personal mobility decisions, without duplicating or competing with other advisory roles.

Our focus is clarity, coordination and legal certainty in complex, multi-jurisdictional contexts.

Our Experience Supporting Ultra-High-Net-Worth Individuals

We have advised UHNWIs and their families across Europe, the Middle East and Asia on mobility-driven legal and tax matters.

Examples of our work include advising on:

• multi-jurisdictional residence planning for globally mobile families,
• coordination of residence and tax positions across several countries, and
• acquisition and consolidation of residential properties across multiple jurisdictions.

Each engagement is handled with confidentiality, precision and discretion, and tailored to the individual’s personal and family context.

How Our UHNW Lawyers Can Help

CCLEX provides integrated advice across citizenship, residence, international tax compliance and property, framed through our Mobility Assets Spectrum™. We help ultra-high-net-worth individuals make informed, durable decisions about global mobility with a long-term and intergenerational perspective.