International Services

We live in a very mobile and ever shrinking world. To stay competitive and to enhance quality of life we often find ourselves expanding or relocating outside our native country. While the goals and benefits of this can be wonderful and rewarding, the risks and complexity can be daunting. We offer a suite of services that assists the international citizen and entrepreneur in optimizing this experience while remaining protected and compliant. A partial listing of our service offering in this area is as follows:

1. Pre-immigration tax planning
2. Pre-immigration asset protection planning
3. Establishment of banking relations
4. Establishment of investment and money management services
5. Assistance with insurance and risk management
6. Assistance with health and disability coverage for you and your family
7. Visa support

1. Business structure planning
2. Business organization planning
3. Strategic and business planning
4. Tax Planning
5. Risk Management and Insurance coverage
6. Establishment of banking relations
7. Establishment of investment and money management services
8. Licensing application and qualification
9. Regulatory compliance
10. Loan sourcing and financing
11. Profit optimization
12. Due Diligence and purchase/start-up assistance
13. Exit planning and re-patriation of funds
14. Audit, attestation and reporting services