US Expat

Tax Efficient Investment Holdings

US compliant offshore pension for US tax payers living abroad.  A tax deferral structure that can accept an uncapped contribution of cash and or multi asset investments. Additional tax benefits on withdrawals may be available.  The product has a tax opinion and a customized legal opinion from an international law firm can be arranged.

 

Tax Advisory

Advisory and preparation services can be arranged with a qualified American tax professional in Hong Kong.  Highly qualified and experienced in tax efficiency structuring for individuals as well as entities. Special guidance and attention given to those who may have had problems with previous or missed filings.

 

Estate Planning

Comprehensive structures and strategies can be implemented to ensure that your estate is as efficient as possible. Working with a global network of trustees, tax, insurance, and legal advisers we can devise the proper plan that is right for you and your family. Americans that are married to other nationals have a unique need for multi-jurisdictional planning which we are well experienced in.

 

Insurance

Term Life, Critical Illness, Key Man, Universal, and Whole of Life Insurance can be obtained. Premium financing solutions can be utilized to maximize the benefits and returns of Jumbo Whole of Life Policies. With our institutional partners, insurance wrapped holding structures can be created to hold multi assets. Financing of captive insurance policies can be arranged depending on the underlying assets.