Identity Planning Services

With the increasing integration of global asset allocation and cross-border lifestyles, identity has become a critical tool for controlling resource flows, optimizing tax structures, and achieving long-term family visions.IVYE GROUP offers global identity strategy services tailored for entrepreneurs, high-net-worth families, and next-generation decision-makers. By aligning family structures with financial planning, we help clients build multi-layered identity systems that enhance tax efficiency, educational flexibility, and risk resilience—ensuring stronger global mobility and sustainable succession.

✅ Scope of Identity Planning Services

  • Multi-path identity planning (employment, investment, skills-based, family, etc.)
  • Singapore PR and citizenship pathway design
  • Multi-jurisdictional identity strategies (e.g., Singapore + Hong Kong, U.S., Europe)
  • Education pathway planning and children’s visa arrangements
  • Integrated tax and identity planning strategies
  • Linked support services (overseas property, insurance, family office, etc.)

📍 Identity Planning Workflow

1
Client Background Review & Goal Identification
  • Understand family structure, business ownership, and global asset allocation
  • Define key objectives: education, tax efficiency, residency, or succession planning
  • Identify compliance sensitivities in existing identity arrangements and highlight areas of potential conflict or optimization
2
Multi-Path Identity Strategy Design
  • Develop identity solutions across employment, investment, family, and other routes
  • Incorporate spouse and children’s needs to ensure coordinated timelines and arrangements
  • Outline eligibility criteria, application timelines, and potential risks for each pathway
3
Singapore Residency & Citizenship Planning
  • Design PR pathways (e.g., EP-to-PR, GIP) and set realistic schedules
  • Provide advisory on tax, education, and lifestyle considerations post-identity acquisition
  • Assess feasibility of citizenship planning while maintaining flexible exit options
4
Multi-Jurisdiction Identity Coordination & Risk Management
  • Offer structuring advice involving Hong Kong, U.S., EU, and other jurisdictions
  • Evaluate risks related to taxation, mobility, banking compliance, and disclosure obligations
  • Prevent conflicts arising from overlapping identities or residency rules
5
Education Pathways & Children’s Identity Planning
  • Plan student passes, visas, and residency status for children’s education
  • Connect families with international schools, guardian/parent passes, and education planning solutions
  • Build bridges between children’s education goals and family migration strategies
6
Asset Structure Integration & Resource Alignment
  • Link identity planning with tax-efficient trusts, overseas real estate, and insurance solutions
  • Provide guidance on family office setup and Singapore fund structures
  • Achieve coordinated governance between identity strategies and global asset management

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