Access The
Right Advisors
For You
The right professional advice about global relocation, or wealth and succession planning can save you hundreds of thousands in taxes, protect your family's future, and avoid costly mistakes.
David Bell
For over 15 years, I've been at the intersection of international tax, wealth structuring, and global mobility — not as an advisor selling a specific solution, but as the person who connects the best professionals across jurisdictions.
I founded PCD Group in 2008 to solve a fundamental challenge in private wealth: professionals working in isolation despite serving similar high-net-worth clients. Since then, I've built trusted communities of tax advisors, private bankers, trustees, lawyers, and family office professionals through exclusive events across London, Geneva, Zurich, Monaco, Dubai, Riyadh, and beyond.
This progression — from tax and accounting foundations through private banking and now network building — gives me a unique vantage point. I understand both the technical challenges you face and know which professionals excel at solving them.
What your consultation covers
15 years of pattern recognition across hundreds of HNW relocations, tax structures, and professional relationships — distilled into one focused session.
Strategic Overview
Where are you now, where do you want to be, and what are the 2–3 critical decisions that will define your outcome?
Jurisdiction Comparison
Honest, unbiased perspective on the locations you're considering based on your specific family, tax, and business situation.
Planning Architecture
The key structures, timings, and sequencing decisions that separate successful relocations from expensive mistakes.
Professional Roadmap
Which advisors you need, in what order, and what to watch out for when selecting them.
Specialist Introductions
Access to a vetted network of tax advisors, lawyers, bankers, and relocation specialists across all major wealth centres.
Risk Identification
The hidden pitfalls specific to your situation that most people don't discover until it's too late.
Is this right
for you?
This consultation is designed for individuals and families navigating the complexity of international wealth planning.
- Actively considering international relocation within the next 6–24 months
- Recently relocated and looking to optimise or fix initial mistakes
- Researching global mobility options but overwhelmed by complexity
- Seeking independent guidance before engaging jurisdiction-specific advisors
Net worth $1M–$10M+ · Professional or entrepreneurial income · Family with school-age children · Considering Europe, Middle East, or global mobility hubs
How it works
Four simple steps from booking to action plan
Submit Your Inquiry
Complete the booking form with a brief overview of your situation. We'll email you to arrange a date and time that suits you.
Pre-Consultation Questionnaire
Receive a structured questionnaire to help us understand your specific circumstances, goals, and concerns.
1-Hour Video Session
A focused strategic session via Zoom or Teams. Come with questions — this is your time to leverage deep experience and a global network.
Follow-Up Summary
Within 48 hours, receive a written summary with key discussion points and specific advisor recommendations with warm introductions.
Frequently asked
questions
Everything you need to know before booking your consultation.
No. Part of the value is helping you identify the right jurisdictions based on your situation, not just evaluating ones you've already heard about.
Recommendations are based on fit for your situation, not commission arrangements. Our reputation depends on making the right match, and our professional relationships span the full industry.
That's actually the ideal time. Strategic guidance before you've committed to a path is far more valuable than trying to course-correct later.
Absolutely. The 1-hour consultation can include all key decision-makers.
Typically within 2–3 weeks. Due to speaking and event commitments across multiple time zones, advance booking is recommended.
This is a one-time strategic consultation. For ongoing advice, we'll connect you with appropriate specialists. However, many clients return for follow-up sessions as their situation evolves.
Ready for
strategic clarity?
Book your 1-hour consultation and get an independent strategic overview before committing to advisors or jurisdictions.
- 1 Submit your inquiry with a brief situation overview
- 2 We'll email you to arrange a date and time that suits you
- 3 Receive confirmation and a pre-consultation questionnaire
Consultations are limited to ensure quality. Due to speaking and event commitments across London, Geneva, Zurich, Monaco, Dubai, and Riyadh, advance booking of 2–3 weeks is recommended.
Consultation request confirmed.
David will review your details personally before confirming your session.
- 1 Check your inbox — a pre-consultation questionnaire is on its way to help us prepare for your session
- 2 Within 48 hours you'll receive a confirmed session time, preparation notes, and a Zoom link