Our services
Structured for discretion. Built for results.
Three core engagements designed for high-net-worth individuals who require expert, confidential guidance on international tax positioning.
Initial Strategy Consultation
A focused session to assess your current tax position, identify exposure, and outline a tailored offshore strategy aligned with your goals and residency.
Book this serviceBefore any structure is recommended, we need to understand where you stand. This consultation maps your existing holdings, residency status, and income flows against current treaty networks and reporting obligations — giving you a clear picture of risk and opportunity.
What you receive
- Current tax exposure assessment
- Jurisdiction suitability analysis
- Preliminary structuring options
- Roadmap for next steps
Ideal for
Individuals new to offshore planning or those reassessing an existing structure.
Outside business hours available. Early morning, evening, and weekend slots can be arranged for an additional $500. Select this option during booking.
Offshore Structuring & Planning
Deep-dive planning session to design and document a compliant offshore structure — covering entity selection, jurisdiction layering, and beneficial ownership considerations.
Book this serviceThis is where strategy becomes architecture. We work through entity types, holding structures, and jurisdiction combinations to build a framework that is both legally robust and operationally practical. All recommendations are documented for implementation.
What you receive
- Custom entity and jurisdiction blueprint
- Beneficial ownership and control analysis
- Banking and nominee considerations
- Implementation-ready documentation
Ideal for
Clients ready to establish or restructure offshore holdings with a clear implementation timeline.
Outside business hours available. Early morning, evening, and weekend slots can be arranged for an additional $500. Select this option during booking.
Compliance & Reporting Review
A thorough review of your existing reporting obligations — FATCA, CRS, FBAR, and local disclosure requirements — to identify gaps and ensure your structure remains defensible.
Book this serviceRegulatory frameworks shift constantly. This review audits your current compliance posture against the latest OECD CRS updates, FATCA requirements, and domestic disclosure rules. We identify gaps before they become liabilities and provide a remediation plan where needed.
What you receive
- FATCA / CRS compliance audit
- FBAR and local disclosure gap analysis
- Remediation recommendations
- Ongoing monitoring checklist
Ideal for
Clients with existing offshore structures who need assurance their reporting obligations are fully met.
Outside business hours available. Early morning, evening, and weekend slots can be arranged for an additional $500. Select this option during booking.
Ready to begin?
Book a confidential session and take the first step toward a more defensible tax position.