articles | 14 October 2026 | Patrikios Legal

A Guide for High-Net-Worth Individuals Navigating International Relocation and Tax Planning

Patrikios Legal is pleased to announce the release of the new Wolters Kluwer book, International Relocation and Tax Planning for High-Net-Worth Individuals: A Legal and Lifestyle Guide for Clients and Their Advisors.

Stella Strati, Parther and Head of Corporate and Private Client at Patrikios Legal served as Cyprus’s author for this comprehensive resource designed for high-net-worth individuals, family offices and professional advisors navigating the complexities of global mobility.

Jack Bernstein of Aird & Berlis served as both the editor and Canadian country author for this global project.

This multi-jurisdictional guide brings together contributions from leading practitioners across more than 48 countries to address the increasingly complex legal, tax and lifestyle considerations associated with cross-border planning and relocation. The book was developed in response to growing global mobility trends and increased demand for coordinated cross-border advice.

In today’s environment of dynamic tax systems, geopolitical uncertainty and evolving regulatory frameworks, international relocation is no longer a simple change of residence. It is a strategic decision that can significantly impact wealth preservation, family governance and long-term financial planning. This publication positions relocation as an integrated legal, financial and lifestyle decision.

The guide provides a practical, cross-disciplinary framework to support high-net-worth individuals and their advisors in addressing key considerations, including:

  • Tax residency, departure tax and cross-border compliance
  • Wealth preservation and estate planning across jurisdictions
  • Immigration pathways, residency options and citizenship considerations
  • Family, succession and governance planning
  • Lifestyle factors such as healthcare, education, safety and quality of life

This publication reflects a truly global collaboration, bringing legal, tax and lifestyle perspectives into a single resource to support complex cross-border decision-making.

Special Offer 20% Off for our Clients and Associates:

Our clients and associates can benefit from the 20% Discount which is valid on the Wolters Kluwer eStore until 31 December 2026: Use the discount code “AUTHORVIP” upon checkout.

PURCHASE YOUR COPY TODAY BY CLICKING HERE!

To see the book cover, click on the button below:

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