Build a strong foundation for your financial future

Corporate Advisory

Pre-formation advisory services to help clients identify the most suitable jurisdiction, legal structure, and ownership model aligned with their business goals. Our advisory services address implications related to limitation of liability, taxation, and governance, providing a strategic foundation for long-term tax efficiency and compliance.

Business Formation & Setup

Assistance with establishing companies across all 50 states, including handling legal registrations, entity structuring, and compliance with state requirements. Preparation of all necessary formation documents to ensure a smooth and compliant setup process.

Corporate Governance

Assistance with structuring internal corporate framework, including drafting bylaws, shareholders’ agreements, and operating agreements.

Assistance with corporate reorganization, board resolutions, shareholder meeting minutes, and director appointment documents.

Domiciliation and registered agent services

Corporate Compliance

Assistance with ongoing regulatory obligations, including the filing of annual reports, maintaining required licenses, and submitting necessary compliance documents. We also ensure businesses stay compliant with both tax and jurisdiction-specific obligations to ensure continued compliance.

Taxation

Cross-border taxation services for entities, including international tax planning to optimize tax structure.

Guidance on the application of international tax treaties, state sales tax compliance, and strategies to manage international withholding taxes.

Support with FATCA/CRS compliance, transfer pricing (TP), and structuring for cross-border mergers and acquisitions to ensure efficient tax positioning in global markets.

Business Accounting

Comprehensive business accounting services, including financial statement preparation, bookkeeping, and management of day-to-day financial operations. Our support ensures that your business maintains financial health and adheres to regulatory requirements. We also offer advisory on financial reporting and assist with tax compliance to optimize business performance.

Banking Support

Assistance with the selection, application, and setup of domestic business bank accounts at national or regional banks. Our services cover document preparation and coordination for account approval, and the setup of secure online banking access, enabling clients to manage their accounts efficiently with features such as fund transfers, bill payments, and real-time account monitoring.

U.S. Citizens Residing Abroad

Tailored U.S. tax compliance obligations for U.S. citizens and Green Card holders living outside the United States, including the preparation of federal and, if applicable, state tax returns, reporting of foreign income, and disclosure of non-U.S. assets.

We help clients identify and apply key provisions such as the Foreign Earned Income Exclusion, Foreign Tax Credit, and applicable treaty benefits to reduce double taxation.

Our ongoing support includes guidance on navigating complex filing requirements and maintaining compliance year after year.

Taxation

Preparation and filing of U.S. individual tax returns for clients with U.S. tax obligations, whether residing domestically or abroad. We ensure comprehensive reporting of worldwide income and apply appropriate deductions, credits, and tax treaty provisions to optimize the individual’s tax position. This service is suitable for resident taxpayers, dual-status individuals, and non-residents with U.S. source income or filing requirements.

Streamlined Filing Compliance Procedures

Assistance for eligible individuals seeking to become compliant with past-due U.S. tax and reporting obligations through the IRS Streamlined Procedures. This program is designed for individuals who have failed to file tax returns or report foreign assets due to non-willful neglect. It provides a simplified process to catch up on missed filings, such as federal income tax returns and foreign asset disclosures (e.g., FBAR, Form 8938), while significantly reducing or eliminating penalties compared to other compliance programs. We guide clients through the process, ensuring accurate filings and eligibility for penalty relief, thus minimizing the legal and financial consequences of non-compliance.

International Reporting

Assistance with fulfilling international reporting obligations under U.S. tax law, including filing forms such as the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets). We help ensure accurate disclosure of foreign assets and income, helping clients avoid penalties for non-reporting. Our services also include guidance on compliance with FATCA, and filing of additional forms such as Form 5471 (for U.S. persons with foreign corporations), Form 3520 (for reporting foreign gifts and trusts), and Form 8621 (for Passive Foreign Investment Companies). We ensure compliance with the complex U.S. tax system to mitigate risks associated with cross-border reporting obligations.

Real Estate Investment

• Real Estate Portfolio Management
• Property Acquisition & Disposition
• Foreign Investor Compliance

Guidance and compliance support for individuals investing in U.S. real estate, including advice on tax-efficient ownership structures and reporting obligations. We assist with FIRPTA compliance, rental income reporting, property management and billpay services, and capital gains taxation, ensuring proper U.S. tax treatment throughout the investment lifecycle.

Trust and Fiduciary Services

Assistance with accounting, taxation, administration, and oversight of domestic trusts, including acting as trustee, co-trustee, or protector. We help ensure proper trust governance and accurate recordkeeping.

Our services are designed to support clients in achieving goals related to succession planning, asset protection, and cross-border estate structuring. We also provide fiduciary support to family offices and holding entities, ensuring effective oversight and reporting across jurisdictions.

Wealth Management Services

Assistance with the coordination of personal and family wealth matters, providing support with asset structuring, cash flow planning, and the implementation of financial goals. Services are offered on a non-discretionary, administrative basis, supporting clients in handling the organizational and reporting aspects of their wealth, with particular attention to the complexities of cross-border financial arrangements and related taxation.

Payroll

We assist clients with the setup of new payroll processing using a variety of third-party applications to help simplify setup and guarantee full regulatory compliance from day one.

We can handle all necessary federal and state tax account registrations, ensuring your business can accurately run payroll.

Once set up, we configure and/or update payroll systems—including pay schedules, direct deposit options, tax withholdings, and deductions—so that wages are processed precisely and consistently integrated into your general ledger. This comprehensive service reduces your administrative burden, minimizes compliance risk, and enhances operational efficiency across federal, state, and local payroll obligations.

Intellectual Property

Our Intellectual Property (IP) Services help clients identify and assess the value of their IP assets—such as patents, trademarks, copyrights, trade secrets, domain names, and proprietary technology. We support strategies to protect IP, including licensing, acquisitions, and valuation modeling to optimize tax, financial and business outcomes. We can also assist with registering trademarks through the USPTO as well as extension of existing marks in various jurisdictions.

Immigration

As part of our full-service family office offering, we assist third party immigration attorneys with the processing of U.S. non‑immigrant visas We serve as a dedicated liaison between our clients and their dedicated immigration attorneys, coordinating the collection of necessary documents, preparing required business plans and financial projections, and ensuring all financial eligibility and investment/trade requirements are met to ensure a smooth and efficient experience for our clients.

International Trade Support

We assist clients in navigating the complexities of global trade by focusing on the financial aspects of international transactions. Our services facilitate efficient import and export procedures, ensure regulatory compliance, and manage financial risks associated with global business operations. We help companies maintain accurate financial records, integrate trade-related data into accounting systems, and optimize cost structures to enhance profitability in cross-border trade.

Investments and Fund Support

We assist clients in preserving and growing their wealth through risk-aware, disciplined investment support, helping to establish brokerage relationships with reputable U.S.-based institutions. By managing account setup, financial reporting integration, and portfolio administration, we support efficient and compliant investment operations tailored to each client’s goals.