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