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Case Study 01

Strategic Relocation to Andorra

Private Client Advisory

01

Overview

A successful entrepreneur engaged Baccarat & Partners to oversee the strategic relocation of both personal and corporate activities to the Principality of Andorra.

02

Client Objective

Reduce complexity, establish an international presence, secure banking relationships and obtain residency in Andorra.

03

Scope of Engagement

  • Company Formation
  • Banking Solutions
  • Residency Application
  • Compliance Management
  • Corporate Structuring
  • Tax Migration Coordination
04

Implementation Process

  1. Step 1

    Strategic Planning

    Comprehensive review of personal and corporate circumstances, definition of objectives and design of the overall relocation roadmap.

  2. Step 2

    Corporate Formation

    Establishment of the Andorran corporate vehicle, including statutory documentation, notarial formalities and commercial registration.

  3. Step 3

    Banking & Compliance

    Introduction to banking partners and coordination of corporate and private account openings alongside full compliance and onboarding.

  4. Step 4

    Residency Process

    Preparation and submission of the residency application, supported by medical and immigration procedures with the relevant authorities.

  5. Step 5

    Final Implementation

    Completion of the residency grant, finalisation of corporate structuring and orderly conclusion of all outstanding formalities.

05 — Outcome

Successfully completed end-to-end relocation and corporate setup.

06

Engagement Details

Location
Andorra
Sector
Private Client Advisory
Timeline
6 Weeks
Status
Completed
Client
Confidential