Real estate • Commodities • Fixed income
Listed equities • Private equity • Currencies
Corporate acquisitions & divestitures
Mergers & acquisitions
Management & leveraged buyouts
Capital raising: debt & equity
General corporate advisory and planning
Holistic portfolio analysis and planning
Long-term retirement planning
Education / college planning
Medium-term financial goal-setting planning
Short-term emergency planning
Financial reporting
Corporate accounting services
Auditing (Internal, External, & Statutory)
Design and implementation of corporate accounting platforms
Accounting software package implementation
Personal tax strategies to optimize earnings and investments through effective tax structuring
Advice on the requirements for US citizens and/or residents living and working as expatriates
Offshore incorporations and variable interest entities
Offshore bank accounts