What We're Working On Right Now
Sometimes people have a hard time understanding exactly what we do. After all, “international wealth protection planning” can mean different things to different people. So here’s a sample of actual work we’re doing for clients right now.
This includes planning plus implementation.
Last updated September 2024
Corporate Services
- British Virgin Islands company with corporate bank account.
- Dubai company with bank account and residency permit for the shareholders.
- Cayman Island company with corporate bank account.
- Wyoming LLC set up and maintenance for an international real estate portfolio involving a trust.
Estate Planning
- Setting up a Private Placement Life Insurance policy for a client with a royalty stream that will outlive him.
International Investment
- Setting up a seven-figure investment mandate with a Swiss asset manager through a Domestic Asset Protection Trust.
- Helping to move an eight-figure investment mandate from one Swiss manager to another.
Precious Metals
- Coordinating the movement of millions of dollars in precious metals between two private vaults within Switzerland.
- Facilitating the relocation of gold bars from central Europe to a new vault in Oceania.
Residency Related
- Renewal of Paraguayan permanent residency.
- Helping client choose between Mexican and Panamanian retirement residency, and completing the application on his behalf.
Passport Related
- Dominica Citizenship by Investment.
- Italian Citizenship by Descent.
- Polish Citizenship by Descent.
Tax Matters
- Tax strategy for Panamanian client.
- Solo 401(k) set up and maintenance.
- Reviews of FATCA and FBAR regulatory filings for various US clients with international asset management (various clients).
- Tax planning for an impending sale of a high growth software company in a high-tax jurisdiction.
Banking Related
- Bank account for a Czech company owned by a US client.
- Placement of a seven-figure mandate with a private bank in Austria.
Other
- “Field Trip” to Gibraltar (the client is looking for banking, corporate service, and real estate opportunities).
How Can We Best Help You?
Book in a free, no-obligation call with one of our Associates to see if our services are right for you.