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We've Moved! Click here to see our new office details — effective 1st August 2025.

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White Paper

Beyond Independance

An Advisor's Guide to Private Wealth Strategies in the EU

August 2025

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Beyond Independance White Paper

A Must-Read for Ambitious Financial Professionals

  • Independent Financial Advisors (IFAs), Financial Advisors (FAs), Wealth Managers, Wealth Management Advisors and Portfolio Managers and Investment Advisors in Europe (especially the EU & Switzerland) and the United States
  • Established advisors seeking cross-border solutions for high-net-worth clients
  • Professionals interested in global wealth structuring, tax efficiency, and estate planning
  • Advisory firms looking to expand networks and gain insight into international private client services
  • Family Offices, Private Family Offices
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What You Will Learn

  • Private Wealth Strategies in the EU: Insights into structuring, compliance, and opportunities in European jurisdictions
  • Innovative Wealth Planning Models: How PCC’s approach supports tax-efficient, secure, and client-centric solutions
  • Global Network Advantages: Access to an international platform that strengthens client offerings across borders
  • Practical Applications: Real-world considerations for advisors helping clients with multi-jurisdictional wealth and succession planning
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About Private Client Consutlancy

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At PCC Wealth, our mission is to empower independent financial advisors by providing a robust platform for sophisticated, cross-border solutions.

Leveraging deep expertise across 29 jurisdictions, we act as a true ally to our partners, delivering the comprehensive support and tailored strategies needed to elevate your practice.

We are committed to providing the framework you need to ensure your clients’ success and peace of mind.

See more about PCC Wealth

Download The White Paper Today

We’ve Moved Offices on 1st August 2025!

Private Client Consultancy is excited to announce that we have moved to a brand-new office space, designed to better serve our clients and reflect our continued growth.

Effective Date: Friday, 1st August 2025
New Address: Urb Jazmin De Miraflores, C. Jazmín, 2, Mijas Costa 29649, Malaga, Spain
Our phone numbers and email addresses remain unchanged.

All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.

We look forward to welcoming you to our new space!

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