The six desks.

01 — Estate Planning

Transfer by design, not by default.

An estate plan is the operating system for what happens when you are unavailable — incapacitated or gone. We treat it as architecture: control, tax, privacy, and family governance in the same drawing.

• Wills coordinated with existing entities rather than written as if you owned everything personally
• Revocable living trusts for probate avoidance and continuity of management
• Irrevocable and dynasty-style trusts where the facts and jurisdiction support them
• Powers of attorney, healthcare directives, and digital-asset instructions
• Family-governance memoranda so successors inherit a method, not only assets
• Beneficiary and fiduciary design that matches the corporate stack

Discuss estate design

02 — Asset Protection

Separate operating risk from preserved capital.

Asset protection is not a product and it is not concealment. It is the lawful arrangement of ownership so a claim against one activity does not automatically reach everything else. Timing matters: structures built after a claim is visible are far weaker than structures built in calm water.

• Holding companies above operating entities
• Charging-order protected vehicles where state law supports them
• Titling of real property, equipment, and intellectual property into the correct owner
• Domestic and, where appropriate, foreign trust layers with independent trustees
• Insurance review so legal structure is not asked to do a carrier’s job
• Honest assessment of what a court in your home forum is likely to respect

Discuss protection

03 — Tax-Advantaged Corporate Architecture

Entities that match how money actually moves.

“Tax-advantaged” means using classifications, elections, treaties, and residency that the law already provides — not inventing a rate. Architecture is the difference between a single LLC that does everything and a stack where operations, IP, and holdings each have a job.

• Domestic entity selection and redesign (including multi-member and holding structures)
• Cross-border holding and operating companies where substance and law support them
• Alignment of management, boards, and beneficial ownership with tax residence
• Transfer-pricing and intercompany agreements at a level proportionate to the group
• Coordination with estate and asset-protection layers so the chart is one drawing
• Exit and sale readiness: clean cap table, clean assignments, clean records

Discuss architecture

04 — International Banking

Accounts that belong to the structure, not to a habit.

Banks underwrite people and entities. A well-drawn chart without a bank that will hold it is an unfinished plan. We prepare the file, make introductions where we have relationships, and keep expectations realistic: onboarding is slower than marketing suggests, and every serious bank will ask where the money comes from.

• Operating and reserve accounts matched to each entity
• Multi-currency and correspondent relationships for cross-border groups
• Private-bank introductions where the balance sheet justifies them
• Documentation packs: ownership charts, source of wealth, and compliance files
• Coordination so a new account does not orphan an old tax or reporting position
• No assistance with unreported accounts or concealment of beneficial ownership

Discuss banking

05 — Trademark / Copyright

Put the name where the value should live.

Founders often incorporate first and register the brand last — in their own name. That is a gift to a future plaintiff and a problem in a sale. We treat marks and copyrights as assets to be cleared, filed, maintained, and assigned into the holding vehicle that should own them.

• Clearance searches before a public launch or rebrand
• Trademark filing in home and priority foreign markets
• Copyright registration for works that justify the cost of enforcement
• Assignment from founders into the correct company or trust
• Licensing between IP holdco and operating companies
• Portfolio calendars: renewals, watch services, and enforcement triage

Discuss the portfolio

06 — Immigration Services

Status that fits the tax and the calendar.

A second residency or citizenship pursued without a tax-residence analysis is how people accidentally become dual-resident, or lose a status they thought they had. Immigration work here is coordinated with corporate architecture and physical presence — and executed with licensed immigration counsel in the relevant country.

• Residence and physical-presence mapping against current tax residence
• Work, investor, and family-based pathways where they fit the facts
• Citizenship-by-descent review when lineage is documented
• Naturalization and long-horizon residency planning
• Coordination of travel patterns with day-count and treaty positions
• No sale of “passports” and no coaching to misstate facts to a government

Discuss status