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THE FIRM
We are an independent boutique firm providing American expats and international investors with U.S. tax management and other services/solutions for their onshore investment or wealth management.
We provide a broad spectrum of U.S. tax and wealth management services/solutions based on understanding unique cross-border situations American expats and offshore investors have. Our expertise is placed particularly in the following areas where they are facing complicated international issues and looking for feasible solutions today.
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CORE VALUES
Our core values have shaped our professionalism since the very beginning. They act as the most important guidance ensuring we keep our practice on track.
Independence & Objectivity
We stand at the highest level of independence where our advices and opinions are only for the best solutions for you. With your support for our independent practice model, we are far away from positions influenced by pressures coming from the outside.
Customized Approach & Personalized Attention
We view your agenda in panorama mode to develop a customized approach or solution for your unique goals or special needs. We also keep our eyes on your road ahead so that we can alert you in advance to risks and opportunities that may lie down on the road.
Long-Term, High Trust Relationship
You can discuss with us any matter of yours. We are wide open to listen to you but in the most private and confidential manner for a long-lasting relationship with you. In such a relationship, we keep you in our minds and do our best to come up with any better plan for you.
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SERVICES
We do care for your wealth, investment, and business, providing specialized professional services and solutions including, but not limited to, the following:
Tax Compliance & Advisory
We provide multi-layered tax compliance and advisory services based on in-depth analysis of tax situations/issues each client has.
Tax Structuring & Management
We have tax/regulatory risks of our clients effectively managed by customized structuring and consistent updating/following-up.
Onshore Investment Coordinating
We assist our clients to successfully grow or preserve their wealth by providing investment intelligenceㆍbuy–side coordinating.
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PRACTICE MODEL
In order to bring our clients more chances to benefit from our boutique characteristics and unique approaches, we run a primary care practice based on the year-round advisory programs. With your support for our year-round care practice model, we can enhance our Core Values even better.
Join our advisory programs to take advantage of year-round consultation and other benefits dedicated to you.
THE ADVISORY PROGRAMS