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Our Clients

Small To Medium Sized Businesses

We understand businesses that are entering a new sector or geographic area and the resources required for these expansions. It is important to efficiently plan your company’s development.

High Net Worth

We understand that each person’s long term and ultimate succession goals are different and we can address your concerns to meet these objectives.We can address asset protection and asset preservation needs, succession planning and long term health care needs through a combination of methods including trusts, foreign limited liability companies, insurance recommendations and efficient planning.

Trust Companies And Foreign Financial Institutions

We understand the Foreign Account and Tax Compliance Act (FATCA) has presented challenges to foreign trust companies and foreign financial institutions. We can assist with your proper reporting obligations including determining if you are a foreign financial institution for purposes of FATCA reporting requirements, and obtaining a Global Intermediary Identification Number (GIIN) if required.