CLIENT SERVICES

WHO NEEDS OUR SERVICES?

• U.S. Companies or Individuals presently with:

  • Offshore business operations

  • Offshore Income from any sources

  • Offshore Brokerage or Investment Accounts

  • Sales or other transactions with offshore persons and/or entities

  • Acquisition or ownership of foreign real estate
    
    

• U.S. Companies and Individuals seeking advice on:

  • Future or contemplated offshore transactions

  • Transferal of assets out of the U.S.

  • Transfer pricing issues

  • Foreign ownership of U.S. real estate

  • Tax treaty issues with foreign jurisdictions

  • Use of export tax incentives to minimize global taxes

  • International Strategies involving:

    • Stock Options

    • Retirement Plans

    • Insurance and Annuities

    • Deferred Compensation Plans

    • Repatriation of offshore funds and assets

    • Multi-jurisdictional estate planning
      
      

• Non-U.S. based Offshore Service Providers desiring assistance with:
  

  • advice and consultation for their U.S. clients on transactions, structures, etc.
    
  • start-up planning for foreign investments in the U.S.
    
  • foreign ownership and disposition of U.S. real estate
    
    
• Foreign Companies and Investors conducting business activities in the U.S.
  
  
• U.S. Grantors, Trustees and Beneficiaries of Foreign Trusts
  
  
• U.S. citizens living offshore