Expatriates, HNWI & Private Clients

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Expatriates- helping expats to manage their tax affairs

Private Business Advisory: Tailored Solutions for Leaders and Entrepreneurs

 

At F&P, we may be new to your business, but we are not new to private enterprise. We recognize the complexities private business leaders face—from stimulating growth to protecting their legacy. That’s why we focus on offering bespoke solutions designed around you.

 

Our expertise lies in confidentially advising CEOs, business leaders, and individuals. We work as trusted partners, helping you navigate challenges and make informed decisions. Through our extensive professional network, we can bring in specialists to build, manage, and safeguard your wealth while delivering solutions tailored to your unique needs.

 

How We Can Help

 

We provide expert tax and financial planning advice that saves you time and money. Our services include:

Tailored Tax Planning: We analyze your specific circumstances and income streams to offer clear, actionable advice and maximize available reliefs and exemptions.

Relocation Support: With over 25 years of experience, we assist high-net-worth individuals and families moving to Kinsale and West Cork, ensuring seamless transitions with comprehensive tax planning and practical support.

Expatriate Solutions: Navigating the tax and legal complexities of a mobile workforce is challenging. Our global network of expert advisors provides comprehensive solutions, collaborating with your existing advisers to create a strategy tailored to your needs.

 

Supporting Relocation to Ireland

 

We specialize in working with families, entrepreneurs, and executives relocating to Ireland. Our approach is grounded in listening, understanding, and delivering bespoke solutions to meet every client’s unique requirements. Whether you’re moving for work, lifestyle, or new opportunities, we offer:

Tax Residency Guidance: Advice on achieving tax-efficient residency and managing the practical implications.

Local Expertise: Embedded in the Kinsale and West Cork community, we maintain strong relationships with banks, auctioneers, solicitors, and service providers to streamline your move.

Property Transactions: Assistance in buying or selling property, while ensuring all tax and financial considerations are accounted for.

Integration Support: Helping families settle into the community and navigate the complexities of their move.

 

Our proven track record over the past two decades is built on trust, professionalism, and collaboration. We act as a sounding board and trusted adviser, enabling clients to make informed decisions and protect their wealth.

 

Why Choose F&P?

Trusted Advisor to High Net Worth Individuals (HNWIs): We have acted for leading entrepreneurs and executives, ensuring discretion and personalized solutions.

Bespoke and Comprehensive Approach: Every client’s situation is unique, and our advice reflects this individuality.

Global and Local Expertise: Our international network and local relationships ensure seamless solutions for expatriates and businesses alike.

 

We understand complexity and are committed to simplifying it for you, so you can focus on what matters most: your business, your wealth, and your future.

F & P Private Clients & Family Office

Bespoke Tax and Wealth Advisory for High Net Worth Individuals and Families

At Fitzgerald & Partners, we provide discreet, strategic advisory services to private clients and family offices with significant wealth. Our goal is to help you manage, grow, and preserve your assets with clarity, foresight, and confidence—across generations.

With decades of experience advising high net worth individuals, entrepreneurs, company directors, and multi-generational families, our team understands the complexity of managing private capital in an ever-changing financial and regulatory landscape.

We combine tax expertise with commercial acumen to deliver tailored solutions that reflect your personal values, long-term ambitions, and the realities of your business and family life.

Private Client Services

Our work with private clients is focused on strategic planning and intelligent structuring designed to maximise opportunity and minimise risk.

Our areas of expertise include:

  • Personal tax structuring and optimisation

  • Tax-efficient investments in property and capital markets

  • Executive remuneration and share scheme planning

  • Business succession and family asset transfers

  • Pension and retirement planning

  • Global mobility and international tax residency

  • Gift and inheritance tax planning

  • Capital gains and income tax advice

Family Office Services

Our Family Office solutions offer a comprehensive, long-term approach to managing and preserving family wealth.

We offer tailored support across:

  • Wealth preservation and structuring

  • Intergenerational succession planning

  • Governance frameworks for family-owned enterprises

  • Asset protection and risk management

  • Cross-border estate planning and tax compliance

  • Charitable giving and philanthropic strategy

  • Coordination with legal, investment, and fiduciary advisory

Whether you're establishing a new family office or enhancing an existing structure, Fitzgerald & Partners is your trusted partner in protecting and shaping your family’s financial legacy.

 

Contact our team today to discuss how we can help you move, manage, and grow in Ireland.