OUR VISION IS SIMPLE, PREMIUM GOODS AND SERVICES AT HONEST PRICES. MORE MONEY FOR YOUR ADVENTURES. GLOBAL FREE DELIVERY !!!

Advisory Services

Monitoring and Reporting Services

  • Consolidated reporting of global bank accounts.
  • Consolidation and reporting of all family assets (including non-bankable assets).
  • Consolidated performance reporting.
  • Risk adjusted performance reporting and risk attribution.
  • Benchmark comparison.
  • Fiscal annual performance.
  • Risk reporting.
  • Offering an online reporting system.

Wealth Planning Services

  • Structuring assets and investments to aid tax planning.
  • Advice on ownership, management and distribution of assets.
  • Privacy and wealth protection structures.

Taxes / International Tax Planning Services

  • Double-tax treaty planning for family-owned companies and real estate.
  • Local and international tax advice.
  • Fiscal company migration.
  • Preparation of tax returns (incl. country of residence).
  • OffShore Jurisdictions tax advice.

International Relocation Services

  • Analysing tax and other benefits of international relocation.
  • Support with change of domicile.
  • Support with obtaining international residence permits.
  • Assistance in locating and applying to foreign schools.
  • Coordinating contacts with all authorities involved (federal, cantonal and municipal).
  • Support with Lump-sum negotiations worldwide.

Insurance Services

  • Evaluating a portfolio of insurances and implementing new insurance policies.
  • Renegotiating and amending existing policies.
  • Support with private placement life insurance as a wealth planning tool.
  • Organising international health insurance.
  • Support with kidnap & ransom insurance.
  • Support with universal life insurance (ULI) as an estate planning tool.
  • International personal liability insurance.
  • Insurance related to special assets, e.g., aircraft, yachts, art and the like.

Bank Advisory / Financial Advisory Partners :

  1. Mizuho Financial Group
  2. Sumitomo Mitsui Fini Group Inc
  3. Rothschild
  4. Jefferies LLC
  5. Mitsubishi UFJ Financial Group
  6. Nomura
  7. BMO Capital Markets
  8. Evercore Partners
  9. Credit Agricole CIB
  10. TD Securites Inc
  11. Scotia Bank
  12. Moelis and Co
  13. Macquarie Group
  14. ING
  15. Houlihan Lokey
  16. Guggenheim securities LLC
  17. Societe General
  18. CIBIC World markets Inc
  19. CITIC
  20. GF Securites
  21. Haitong Securites Co Ltd
  22. Sun Trust Banks
  23. BMO Capital market
  24. Guotai Junan Securities
  25. China International Capital Co
  26. China Constrcution Bank
  27. Unicredit
  28. Evercore Partners
  29. Daiva securities group Inc
  30. GCA Savvian group corp
  31. Deloitte
  32. Tokai Tokyo financial holdings
  33. KPMG
  34. SBI Holdings Inc
  35. Bank  of china ltd
  36. Industria lands commericla bank of china
  37. Agricultural bank of china
  38. Bank of communications co ltd
  39. Standard chartered
  40. Cimb group sdn bhd
  41. Malayan banking bhd
  42. RHB
  43. Ammb holdings Bhd
  44. Dubai Islamic bank Pjsc
  45. Abu dhabi Islamic bank Adib
  46. Emirates Nbd Pjsc
  47. US Bancorp
  48. Santander
  49. Bbva
  50. Lloyd’s Bank
  51. Pnc Financial Services Group
  52. Bank of new york mellon corp
  53. ANZ Banking group
  54. First Horizon National Corp
  55. Seb
  56. Banco Bradesco Sa
  57. Banco Da Brasil sa
  58. Itau Unibanco
  59. Banco Safra SA
  60. Corporation Actiniver Sab De Cv
  61. Casas de bolsa bital SA
  62. Casa de bolsa Finamex Sad de c
  63. Casa de bolsa inverlat
  64. Inversora bursatil sa de c
  65. Grupo financiero banorte lxe
  66. Industrial bank co ltd
  67. China securities co ltd
  68. National Australia bank
  69. Westpac bank
  70. Common wealth bank of Australia
  71. Shinsei bank
  72. Arab Banking Corporation  

 OffShore Companies Partners :

  1. Ims 
  2. HealyConsultants 
  3. Registrar Of Companies Cayman Islands
  4. StuartsLaw 
  5. CompExp
  6. EltomaGlobal 
  7. WWinCorp 
  8. NewBusinessNow
  9. Hfsoffshore
  10. SscDubai
  11. Pkcy
  12. SfmOffShore
  13. OffShoreFormations
  14. OneOffShoreCompany
  15. LennoxPaton
  16. Ocra
  17. GtsHongKong
  18. OneIbc

Legal Partners : 

  1. Morgan Lewis
  2. Sinorica
  3. Covington & Burling Llp
  4. Oliff
  5. Cantor Colburn
  6. Maier & Maier
  7. Wlp
  8. s-n-h
  9. Sagacious
  10. Rumi
  11. Penning
  12. Patentlawyers Usa
  13. Uspto
  14. Your  Patent Team
  15. Fchs
  16. Jenner
  17. Kirkland
  18. Msk
  19. Quinnemanuel
  20. Oblon
  21. Sughrue
  22. com
  23. Hdp
  24. Slwip
  25. mg-ip.com
  26. Wenderoth
  27. Staasandhalsey
  28. Slatermatsil
  29. Brinks Gilson and Lione
  30. Ilg
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