Welcome to the Home Page of US Trust Advisory Services LLC (“UTAS”), which is a new company that has been formed to assist non-US persons who are interested in establishing US domestic and US Hybrid Trusts for wealth planning purposes.

We will also assist US Trustees to engage with international clients, as the principals of our firm have a great deal of international fiduciary experience in addition to being US Trust knowledgeable.

We expect that most of the clients, whom we will assist, will be foreign fiduciaries with a newly developed interest in US Trusts due to privacy erosion concerns, for their clients, because of the adoption of the Common Reporting Standard (“CRS”) by almost all international financial centers except the United States, which has its own reciprocal reporting regime under the Foreign Account Tax Compliance Act (“FATCA”). A US Trust can minimize CRS reporting if trust fund financial asset management takes place wholly within the US.

We will also assist foreign individuals to establish US Trusts, subject to a vetting exercise, but we recommend that such persons engage with a foreign fiduciary, or an international tax advisor, prior to contacting us.
UTAS can also address CRS and FATCA issues, as we have retained a US tax consultant with considerable expertise in both programs, plus we can offer limited US tax advice. Clients requiring formal tax opinions will be directed to one of the US tax firms with whom we have a professional relationship with.

UTAS can also introduce clients to US asset managers and bankers when there is a desire for US financial asset management.

In addition we can assist to form US corporations and advise on the tax issues concerning same.