Relocation2024
Tech executive family, US → Portugal
Structured €12M asset transfer, obtained Golden Visa, coordinated tax treaty optimization. Settled in Cascais with zero exit tax exposure.
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Confidential ProfileRZ-SP-03A
Katherine Chen
Senior Strategic Advisor
File No.
KC-2026-001
Specialized counsel for high-net-worth individuals and family offices navigating cross-border investment, wealth structuring, and strategic relocation decisions.
- Credentials
- CFA, CFP®
- Experience
- 18 Years
- Matters Advised
- 240+
Section 01
Advisory Specialization
- 01
Cross-Border Wealth Planning
Tax-efficient structuring for international asset holdings and multi-jurisdiction estates
- 02
Strategic Relocation Advisory
Residency planning, citizenship strategy, and global mobility consulting for UHNW families
- 03
Investment Portfolio Review
Independent analysis and fiduciary oversight for complex portfolios above $10M
- 04
Family Office Coordination
Advisor network integration, service provider oversight, and multi-generational planning
Section 02
Representative Matters
Selected outcomes, details anonymized
Estate2023
Three-generation real estate portfolio
Restructured $45M US and Asia holdings into trust framework, reduced estate tax projection by 62%, established succession protocol.
Investment2023
Portfolio audit for entrepreneur
Identified $2.1M in redundant fees and concentrated risk. Transitioned to index-based allocation, established fiduciary oversight.
Section 03
Engagement Protocol
01
Confidential Intake
- ·Initial video consultation
- ·Situation assessment
- ·NDA execution
- ·No obligation
02
Analysis & Strategy
- ·Document review
- ·Stakeholder mapping
- ·Options memo
- ·Fixed-fee proposal
03
Implementation
- ·Service provider coordination
- ·Progress reporting
- ·Document preparation
- ·Milestone tracking
04
Ongoing Advisory
- ·Quarterly review
- ·Ad-hoc consultation
- ·Network access
- ·Retained or project basis
Section 04
Operating Principles
Fiduciary Standard
Fee-only advice with zero product commissions or referral payments. Full transparency on service provider relationships and conflict disclosures.
Written Analysis
All recommendations documented with supporting rationale, data sources, and implementation timeline. No verbal-only advice on material decisions.
Deliberate Process
Complex matters require time for proper analysis. I do not accept rush engagements that compromise judgment or due diligence.
Section 05
Frequently Asked
- Who do you typically work with?
- Individuals and families with $5M+ in investable assets facing multi-jurisdiction complexity, upcoming liquidity events, or relocation decisions. Most clients are entrepreneurs, corporate executives, or second-generation wealth holders.
- How is this different from a wealth manager?
- I provide independent strategic advice, not asset management. I help you evaluate your current advisors, structure your affairs, and make major decisions—but I don't manage your money or sell financial products.
- What does an engagement typically cost?
- Initial consultation is complimentary. Project fees range from $15K-$75K depending on complexity. Ongoing retainers start at $5K/month. All fees fixed in advance, never a percentage of assets.
- How quickly can we start?
- I maintain limited client capacity to ensure quality. After initial consultation, new engagements typically begin within 2-3 weeks. Rush matters may require referral to my network.
Initiate Contact
Schedule Consultation
For complex wealth, relocation, or investment advisory matters, please submit an initial inquiry below. All consultations are confidential and covered by NDA.
Business hours: Monday–Friday, 9:00 AM – 6:00 PM ET. Initial response within one business day. For urgent matters requiring immediate attention, please note "URGENT" in your subject line.