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
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Financial Reporting
Having a clear understanding of your family’s global assets and liabilities is critical to any financial
Family Office Compliance
Ownership of a global asset base will have a dramatic impact on the nature and volume of
Multi Family Office
We offer multi family office services for families that do not have the liquidity or the desire to manage
Tax Advisory
Multi-jurisdictional tax plans help global families remain globally tax compliant, while
Case studies
How do family offices optimize foreign tax credits in the U.S.?
Read moreHow do Family Offices determine whether to invest by way of debt or equity?
Read moreLLC, Utilization of Depreciation and Losses.
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