We protect wealth

Deal Advisory


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We protect the wealth of:

Some families have geographic challenges when they are looking to deploy their liquidity because of regional exposure to certain industries.

We assist those family offices to source and invest in US private market opportunities.

This can involve us deploying resources to undertake commercial, financial and legal due diligence on a deal on behalf of a client

Have a question?

Contact us today to arrange your no obligation consult.

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Financial Reporting

Having a clear understanding of your family’s global assets and liabilities is critical to any financial

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Family Office Compliance

Ownership of a global asset base will have a dramatic impact on the nature and volume of

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Multi Family Office

We offer multi family office services for families that do not have the liquidity or the desire to manage

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Tax Advisory

Multi-jurisdictional tax plans help global families remain globally tax compliant, while

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Case studies

How do family offices optimize foreign tax credits in the U.S.?

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How do Family Offices determine whether to invest by way of debt or equity?

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LLC, Utilization of Depreciation and Losses.

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