Comprehensive List of Services


  • General Consulting
    • Legacy Planning, Digital Curation, Collectibles Management systems
    • Philanthropic Planning; Private Foundations
    • Dynastic Planning
    • Asset Protection- Domestic, Hybrid and International
    • Liability/Asset Protection
    • Selection of Business Entities
    • Captive Insurance Company
    • Bespoke Needs or Opportunities
    • Investing
      • Prudent Investor Best Practices, including: Suitability, KYC.
      • Portfolio Reviews, factor modeling and Stress Testing
      • Fiduciary standards- ERISA, Uniform Prudent Investment Acts
      • Investment Policy Statement Assistance and Monitoring
      • Alternative Investments; ESG Hedge and Offshore Funds
      • Crowd Funding and Private Placements-Equity & Debt
    • Tax
      • Consulting
        • Fiduciary Income Tax
        • Grantor Trust status
        • Individual Income Tax
        • Gift Tax
        • Federal Estate and State Estate/Inheritance Tax
        • Generation-skipping Tax
        • Inbound Tax Planning
        • NRA investment in U.S. Real Property
        • Charitable Giving
      • Compliance
        • Fiduciary Income Tax Preparation (Federal and State)
    • Investment Compliance
      • CRS- Global Common Reporting Standards
      • ERISA Guidance
      • Uniform Prudent Investor Acts
      • Governance
      • Stewardship
      • United Nations PRI – Principles of Responsible Investing
      • Privacy and Data Protection- GPDR, etc.
    • Life Insurance
      • Policy Reviews and Oversight
      • Policy Enforcement
      • Policy Conversions
      • Life Settlements
      • Alternative Forms of Monetization
      • Access to Private Contracts
      • Private Placement
    • Boards of Directors and Boards of Advisors
      • Governance
      • Formation
      • Management
      • Oversight
      • Interventions
    • Stewardship Considerations- Frameworks and Oversight
      • Governance
      • Formation
      • Management
      • Oversight
      • Interventions
    • ESG Best Practices- Frameworks and Oversight
      • Governance
      • Formation
      • Management
      • Oversight
      • Interventions
    • Family Dynamics- Frameworks and Oversight
      • Governance
      • Formation
      • Management
      • Oversight
      • Interventions
    • Immigration and Emigration Services- Comprehensive Worldwide
      • Governance
      • Formation
      • Management
      • Oversight
      • Interventions
    • Blockchain Consulting
      • Governance
      • Formation
      • Management
      • Oversight
      • Intervention