Offshore structuring · Wealth management
We design and run international structures for entrepreneurs, family offices and institutions. Holdings, fund transfers, succession. One office, forty jurisdictions, and a habit of picking up the phone.
Jurisdictions
Where we incorporate, bank, or file.
Incorporated
Miami, Florida. Deliberately still small.
Reply time
Business days, and usually sooner.
Handovers
A principal runs your file start to finish.
Index of mandates
A note on how we work
Most firms in this business sell complexity. The thicker the structure, the bigger the invoice. We took the opposite view. A good structure is the simplest one that does the job, holds up in front of a regulator, and still makes sense to your children in twenty years.
So the first call is not a pitch. We ask where your assets sit, where you pay tax, what keeps you up at night. Then we draw. Sometimes the answer is a three-jurisdiction holding. Sometimes it is one Delaware LLC and a strong word of caution. You get the honest version either way.
Execution stays in house through our own network of agents, banks and counsel. And we stay in the room afterwards, because a structure left alone for five years is a structure that has quietly gone wrong.
Who ends up calling
Usually mid-expansion, holding an entity structure that made sense two countries ago and now creates more friction than it removes.
Multi-generational holdings spread across jurisdictions, where succession and asset protection have to survive people, not just quarters.
Vehicles that need to hold up in front of a bank, an auditor and a regulator at once, without three different stories.
Individuals with assets in more than one country and no interest in discovering their exposure from a letter.
Registry
Where we stop
Saying this out loud costs us mandates every year. It also means the ones we do take are ones we can defend.
Substance
If the only reason an entity exists is a line on a tax return, it will not survive a bank onboarding, let alone an audit. We say so before you pay us anything.
The line
Optimization inside the law is the whole mandate. Evasion is a different business and not ours, and we have turned down work over the difference.
Onboarding
KYC is not a formality we hurry through to reach the interesting part. If the source of funds does not hold up, the file closes there.
Capacity
We stay small on purpose. When a mandate needs more hands than we have, the honest answer is no, rather than a junior and a hope.
Beyond advisory
Technology
Software for legal, financial and advisory professionals who handle sensitive work at scale. NovaCrest, our platform for Swiss independent asset managers, is already live.
Visit the divisionMarkets
Algorithmic execution across precious metals, crypto and forex. Systematic, measured, and entirely free of opinions at 3am.
Visit the division“LCE structured our holding across three jurisdictions in under six weeks. The discretion is what stayed with me.”L.C. · Founder, Geneva based family office
Correspondence
Most mandates begin with a single call. If your situation involves assets in more than one country, or a structure you have outgrown, write to us.