Mission

Our mission is to assist international families with US assets and/or with US family members to structure a complete wealth planning vehicle that can assure the preservation of wealth, optimize tax advantages and contributes to a smooth generational transition while maintaining proper confidentiality in their financial holdings to protect the family’s security.

Many countries have adopted very strict tax laws and have increased exchanges of information with each other. We desire to help families become fully compliant with applicable tax laws while providing tax savings/deferral and enhancing confidentiality.