Utilize our Experience to Execute Your Vision
DOMESTIC AND FOREIGN TRUSTS
- Design, implementation, administration, and dissolution of domestic and foreign trusts and, where appropriate, the rehabilitation of under-performing trust assets and trusteeships.
- Other types of fiduciary services such as conservatorships, guardianships, and powers of attorney.
- Account custodianships and
- Introductions to and facilitation of relationships with best of
classregistered investment advisors and chartered financial planners.
- Preparation of full financial statements and integrated investment account reports.
- Tax reporting.
- Trust accounting.
- Organization and management of accounts for foreign and domestic entities and individuals.
COMPANIES AND COMMERCIAL RELATIONSHIPS
Provision of asset management services.
- Facilitation of business transactions, whether domestic or international.
- Receiverships and corporate liquidations.
- Provision of directors and officers for limited liability entities.
- Formation, management, and administration of commercial ventures.
- Ongoing review, analysis, and reporting of risks to principal’s holdings.
- Design and implementation of programs to mitigate the wealth erosive effects of taxation, high-cost or underperforming investments, and litigation risk.
- Due diligence, investigation, and qualification of commercial relationships and business opportunities.
- Provision of assessment and mitigation services to address non-financial risks and exposures.
- Travel concierge.
- Development and implementation of financial and non-financial risk diversification strategies.