We begin every engagement with a thorough analysis of your full picture — assets, residency history, citizenship, family structure, and intentions. No strategy is built without a complete foundation.
We don’t advise in a vacuum. Our planning is coordinated with your accountants, foreign counsel, and financial advisors — ensuring every piece of the structure works together across every jurisdiction that applies to you.
We design structures that fit your life — not generic templates adapted to your situation. Each engagement produces a tailored strategy aligned with your legal obligations, risk tolerance, and long-term goals.
International law changes. Your life changes. We monitor both — providing annual reviews, law-change alerts, and proactive updates to keep your structures legally sound and strategically optimal.
International Jurisdictions Served
Local counciles in 50 states
FBAR & FATCA Compliant Structures
Unified Strategy Across Every Jurisdiction
Jurisdictions & Network
We maintain working knowledge of — and active partner relationships in — the jurisdictions most commonly relevant to our clients’ planning needs.
Cook Islands
Asset protection trusts · Strongest creditor protection framework globally
Nevis
LLC structures · Charging order protection · Business formation
Liechtenstein
Foundations & Anstalts · Multi-generational family structures
UAE / Dubai
Residency planning · DIFC structures · No income tax jurisdiction
Switzerland
Banking & custody · Privacy · Wealth management coordination
Canada
US–Canada cross-border · Treaty planning · Estate coordination
Costa Rica
Residency · Business operations · US–Latin America cross-border
Belize
IBCs · Asset protection · Offshore trust structures
We maintain working knowledge of — and active partner relationships in — the jurisdictions most commonly relevant to our clients’ planning needs.