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Our Services

“We are just enthusiastic about what we do”

Steve Jobs

Compliance services are designed to ensure our clients comply with national tax, currency control and controlled foreign company (CFC) reporting obligations applicable to individuals. We offer a professional hand in preparation of the individual tax return, currency and CFC reporting documentation, as well as assistance in timely submission and throughout the tax assessment procedure. We also assist in creation and maintenance of the individual KYC file.

Private Client services aim at helping the clients to utilize the right solutions in the field of wealth planning and structuring, international taxation and asset protection, succession planning and family governance. The offering includes consulting – to make an informed selection of the best suitable solution, execution – to ensure practical realization of the solution selected, and administration – to guarantee the implemented solution is efficiently cared for.

Relocation services offer guidance though the multitude of migration strategies and opportunities to ensure the most appropriate one has been selected and carefully implemented. The offering includes advice and step-by-step migration planning, support through the procedure of obtaining the alternative citizenship, residence or tax status, and supervision of tax  and regulatory compliance in the new state of residence.

Trust services relate to all kinds of support in settlement, administration and termination of the trust like structures, namely common law trusts and private family foundations. We shall advise on any aspect of the life-circle of a trust or a foundation, assist in customizing its provisions to meet the settlor’s individual goals, help through the settlement and also serve as a corporate trustee, foundation board member and/or a professional protector of the structure.

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