Wealth Protection & Planning

Building generational stability and opportunity

We support families in navigating cross-border financial and estate considerations, helping minimise exposure to risks and structure assets with long-term continuity in mind.

Are you exploring international planning strategies to help build a lasting legacy and protect your family’s future across generations?

High-net-worth Families

For affluent families focused on structuring their affairs to preserve family continuity across generations.

Entrepreneurs

Designed for global business owners seeking cross-border planning strategies to optimise legacy and asset sustainability.

Ensuring Children’s Success

Supporting families in preparing for their children’s future with thoughtful cross-border planning and educational support.
Addressing Challenges

Diversify for lasting security

Our clients typically strengthen their financial foundation through multiple income sources, including earned income, rental income, business revenues, and royalty streams.

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We understand that each client’s financial situation is unique
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We create a tailored roadmap that helps build long-term financial stability, expanding your income options and securing your family's future
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We help identify efficient legal structures to manage your affairs and reduce unnecessary tax exposure
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We help ensure your resources are protected and resilient over time
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We support a smooth transition of your estate to the next generation by simplifying cross-border and tax-related challenges
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Plan Global Income

We help clients structure international income flows in a way that supports long-term family and lifestyle goals.

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Accessing Quality International Education

We design comprehensive  plans that ensure families can invest in top-tier education for their children. Through strategic long-term planning, we secure the resources needed for international schooling and lifelong learning opportunities.

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Create Stable Income Sources

We offer guidance to help families build resilience against economic shifts, with a focus on sustainable income generation.

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Family Continuity Planning

We support families in planning for generational continuity, simplifying cross-border and legacy-related matters.

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Plan Succession with Trusts

Trust structures may assist families in achieving succession and privacy objectives. We provide guidance on how these tools are used in international planning.

Our Approach

Proving tailored advice and generating exponential value

Financial Security

Support for structured planning to help ensure family continuity and preparedness for life events.

Protected Passive Income

Guidance on building reliable income streams to support financial independence.

Multigenerational Family Legacy

Tailored plans to help preserve family unity and values across generations.

Long-Term Stability Planning

Diversification strategies that seek resilience through market cycles.

Tax-Efficient Legacy Planning

Planning assistance to help families understand international tax implications on estate planning.

Application Process

What’s the journey like?

Our wealth management process is designed to be straightforward and transparent, ensuring a seamless experience with us.

Phase 1

Discovery

We begin by gaining a deep understanding of your personal, financial, and family circumstances to identify your priorities and clarify long-term objectives.

Phase 2

Planning

We develop a tailored strategy that addresses your global needs, covering wealth preservation, succession, and lifestyle goals. This is supported by clear documentation and structured planning.

Phase 3

Coordination

We collaborate with legal, tax, and advisory professionals across jurisdictions to coordinate the implementation of your personalised strategy efficiently and compliantly.

Phase 4

Continued Support

We offer ongoing guidance and structured reviews to adapt your strategy over time, ensuring it remains aligned with evolving goals and global developments.

Why choose us to secure generational wealth and protect your family’s future?

Since 2007, we’ve supported families in developing effective cross-border strategies to manage succession, risk, and legacy goals.

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Experienced Advisors

Our advisors have extensive experience across multiple jurisdictions, providing expert guidance tailored to complex global financial needs.
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Long-Term Personal Relationships

We foster deep, lasting relationships with clients, offering continuous support and evolving strategies as your circumstances change.
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Proven Track Record

With a history of successfully delivering tailored solutions for over 300 families, we consistently exceeded client expectations.
Experience Transformative Results

Hear from our satisfied clients

"I’ve been a client since 2016, and Chris and his team consistently deliver exceptional service with extensive knowledge in financial planning across multiple jurisdictions. Chris builds strong rapport, communicates clearly, and is highly responsive, ensuring tasks are completed efficiently."

Aaron Carlisle
UK

"Working with James at Marlow Bray has been invaluable. Over time, he became my go-to source for trusted advice, answering my questions with patience and clarity. His insights helped me feel confident and well-informed, guiding me through every step. I couldn’t have made this decision without him."

Lele Paloma
USA

"With Marlow Bray’s guidance, we secured a long-term solution for our family’s future. Their expert advice on Portugal’s Golden Visa has given us security, flexibility, and amazing new opportunities for our children."

Arjun & Hina Gaur
India

"The team helped me find the perfect solution to balance time between India and Europe while staying connected to my children. Their knowledge of the Portugal Golden Visa programme was invaluable."

Sandeep Sharma
UK

"Marlow Bray gave me the freedom to make life-changing decisions with full clarity and confidence. Their fast, clear guidance allowed me to secure a passport that transformed my global mobility and helped me become tax free."

Nitin Thankani
Singapore

"Chris was candid and transparent in our discussions, giving us a lot of comfort that we were choosing the right person. By laying out all the pros and cons of every option, we felt informed and confident in the decision we were making."

Suketu Kohli
Singapore

"It was a smooth process with Marlow Bray. The team handled all the documentation proactively and provided timely reminders when our input was needed. We felt fully supported throughout the entire process."

Paul Ho
Singapore

"We immediately trusted Marlow Bray after they came highly recommended by a trusted friend. If you’re considering Portugal, don’t procrastinate—pull the trigger and go for it. Marlow Bray has delivered!"

Andy Bratsanos
Hong Kong

"Marlow Bray and the team have been fantastic. They implemented the advice quickly and efficiently, securing an investment I have complete faith in. Their professionalism and support made the experience seamless"

Ali Reece
UK

"My wife and I along with our two sons wanted EU residency, after five years of discussing it, we finally took the plunge with Marlow Bray. Their expertise helped us fast-track Portuguese residency in six months, and I’m excited to start a business without the usual red tape. We couldn’t be more confident in the outcome."

Cenk Apher
Turkey

"Marlow Bray delivered exceptional results! Thanks to our new Spanish residency, our family’s future is secure, and our eldest son is about to start university in Madrid—an exciting new chapter for us."

Ernesto Sarria
Colombia

"Marlow Bray exceeded my expectations. They consistently checked in and supported me, even after I obtained the Golden Visa. Chris and the team were logical, pragmatic, and trustworthy throughout the process."

Pankaj Gupta
India

"Thanks to Marlow Bray, our transition to the U.S. was seamless. We now enjoy broader educational and business opportunities, securing a brighter future for my family. I couldn't have asked for a better service."

Raymond Owusu
Ghana

"I’ve been a client since 2016, and Chris and his team consistently deliver exceptional service with extensive knowledge in financial planning across multiple jurisdictions. Chris builds strong rapport, communicates clearly, and is highly responsive, ensuring tasks are completed efficiently."

Aaron Carlisle
UK

"Working with James at Marlow Bray has been invaluable. Over time, he became my go-to source for trusted advice, answering my questions with patience and clarity. His insights helped me feel confident and well-informed, guiding me through every step. I couldn’t have made this decision without him."

Lele Paloma
USA

"With Marlow Bray’s guidance, we secured a long-term solution for our family’s future. Their expert advice on Portugal’s Golden Visa has given us security, flexibility, and amazing new opportunities for our children."

Arjun & Hina Gaur
India

"The team helped me find the perfect solution to balance time between India and Europe while staying connected to my children. Their knowledge of the Portugal Golden Visa programme was invaluable."

Sandeep Sharma
UK

"Marlow Bray gave me the freedom to make life-changing decisions with full clarity and confidence. Their fast, clear guidance allowed me to secure a passport that transformed my global mobility and helped me become tax free."

Nitin Thankani
Singapore

"Chris was candid and transparent in our discussions, giving us a lot of comfort that we were choosing the right person. By laying out all the pros and cons of every option, we felt informed and confident in the decision we were making."

Suketu Kohli
Singapore

"It was a smooth process with Marlow Bray. The team handled all the documentation proactively and provided timely reminders when our input was needed. We felt fully supported throughout the entire process."

Paul Ho
Singapore

"We immediately trusted Marlow Bray after they came highly recommended by a trusted friend. If you’re considering Portugal, don’t procrastinate—pull the trigger and go for it. Marlow Bray has delivered!"

Andy Bratsanos
Hong Kong

"Marlow Bray and the team have been fantastic. They implemented the advice quickly and efficiently, securing an investment I have complete faith in. Their professionalism and support made the experience seamless"

Ali Reece
UK

"My wife and I along with our two sons wanted EU residency, after five years of discussing it, we finally took the plunge with Marlow Bray. Their expertise helped us fast-track Portuguese residency in six months, and I’m excited to start a business without the usual red tape. We couldn’t be more confident in the outcome."

Cenk Apher
Turkey

"Marlow Bray delivered exceptional results! Thanks to our new Spanish residency, our family’s future is secure, and our eldest son is about to start university in Madrid—an exciting new chapter for us."

Ernesto Sarria
Colombia

"Marlow Bray exceeded my expectations. They consistently checked in and supported me, even after I obtained the Golden Visa. Chris and the team were logical, pragmatic, and trustworthy throughout the process."

Pankaj Gupta
India

"Thanks to Marlow Bray, our transition to the U.S. was seamless. We now enjoy broader educational and business opportunities, securing a brighter future for my family. I couldn't have asked for a better service."

Raymond Owusu
Ghana

Join our clients in growing and securing your wealth

Our tailored solutions meet your unique needs, ensuring a smooth, secure, and successful journey.

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Tailored solutions for global needs
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Proven expertise across jurisdictions
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Transparent, client-focused process with clearly defined steps
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Long-term client relationships built on trust
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Efficient, transparent process from start to finish

Disclaimer:

Marlow Bray is not licensed by the Securities and Futures Commission (SFC) of Hong Kong and does not offer financial, insurance, or investment advice. Our services relate to international citizenship, residency, and global structuring conversations. Where regulated advice is required, we refer clients to appropriately licensed professionals. This website is intended for informational purposes only and should not be construed as solicitation or promotion of regulated financial services.

Any mention of tax, insurance, or investment-related topics is general in nature and not to be taken as personal advice.

Marlow Bray partners with licensed entities in relevant jurisdictions to ensure clients receive regulated guidance where appropriate.

Marlow Bray focuses on global mobility, residency, and second citizenship. While we may reference structuring considerations as part of cross-border planning discussions, we do not provide financial advice or deal in securities. Regulated services such as investment, insurance, or tax advice are delivered solely by qualified professionals in our network. Users should always seek advice from a licensed advisor before making financial decisions.