We help wealthy individuals and families to manage their estate, tax and assets efficiently. We work with clients who are based all over the globe and have a team of specialists in the USA, with private client offices in Delaware, South Dakota, New York and Miami. The team is highly experienced in structuring wealth for US residents, as well as for clients with international cross-border needs.
Our services for the US domestic market include:
- Trusts
- Asset protection trusts
- Credit shelter trusts
- SD directed trusts
- Irrevocable trusts
- Revocable trusts
- Irrevocable life insurance trusts
- Total return trusts
- Special needs trusts
- Private Trust Companies
- Agent for the executor
- Agent for the trustee
- Succession planning
- Escrow services
- Endowments
- Special assets
- Private Office services
- FATCA/CRS reporting
- Accounting services, including principal and income accounting
- Real estate services
