Our Services
We have a blend of experienced fiduciary and tax professionals with US and non-US expertise. Consequently, we deliver services to a mainly non-US client base while also frequently assisting US persons.
For Foreign Introducer Professionals and non-US persons
Advice on the use of US entities and tax issues related to same
Formation of US LLCs, and US corporations, including delivering US tax and reporting advice for same
Assistance with establishing US Hybrid Trusts including delivering necessary legal and tax advice
Drafting and/or review of trust documents plus other legal documents
Assistance to establish underlying entities including non-US entities
Help to establish private trustee corporations and “white label” representatives
Provision of Foreign Protector services to US Hybrid Trusts and domestic trusts
Referrals to law firms, tax advisers, CPAs and asset managers (if required)
Assistance to open US bank and investment accounts
Deliver FATCA and CRS advice
Legal and tax advice for US situs assets
For US persons
Advice on the use of US corporate entities and tax issues related to same
Formation of US LLCs and US corporations
Assistance with forming US Domestic Trusts including legal and tax advice for grantors and beneficiaries
Drafting and/or review of trust documents
Assistance to establish underlying entities including foreign entities (if required)
Referrals to law firms, tax advisers, CPAs and asset managers (if required)
Assistance to open US bank and investment accounts
For US Trustees, US wealth planners and US asset managers
Advise on international law trusts including converting an international trust to become a US trust
Provide guidance on foreign entities and the tax issues related to same
Furnish foreign protectors to US Hybrid Trusts
Provide an introduction service to foreign professionals with an interest in US entities and/or US investments
Advise on CRS issues for foreign assets and how to hold them
Immigration Services
Advise on US tax issues relating to immigration
Assist with the acquisition of US real estate (if required)
Help to obtain US visas
Deliver an immigration investment scheme that is superior to the oversubscribed EB-5 program