Cross-border coordination.

Building a plan that holds together across the countries in which you live, earn and invest.

What it is

One plan, many countries.

A life lived across borders tends to produce advice that is too — a plan in one country, a portfolio in another, tax advice in a third, none of them quite aware of the others. The gaps between them are where value and certainty quietly leak away.

We build a financial plan that holds together across the countries in which you live, earn and invest, and coordinate the advisers in each, so the whole is coherent rather than a collection of parts.

How we advise

A single coherent plan

Building one plan that spans every country in your life.

Coordinating advisers

Aligning the advisers in each jurisdiction so they pull together.

Closing the gaps

Removing the spaces between separate pieces of advice.

Coherence

Holding the whole position together as one.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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