Global wealth structure

International wealth structuring with purpose

International diversification begins with ownership, purpose, governance, succession and reporting, not with a transfer alone.

STAGE 01

Diagnosis

Objectives, owners and operations

STAGE 02

Entity, state and documents

STAGE 03

Filing and identifiers

STAGE 04

Compliance and coordination

Complete guide

A U.S. holding company may organize certain interests or assets, but cost, tax and succession effects must be compared with direct ownership.

Currency and market diversification can reduce concentration while creating new risks and reporting duties.

Legitimate asset protection depends on separation, contracts, insurance, governance and planning before a dispute.

Implementation should coordinate U.S. advisers with qualified professionals in the owner’s country of residence.

What we coordinate

See the decisions

Ownership and objective map

Holding versus direct ownership

Currency diversification context

Governance and records

Cross-border coordination

Frequently asked questions

Does a U.S. holding company guarantee asset protection?

No. Results depend on legitimate purpose, governance, timing and compliance.

Do I report the structure at home?

Your country of tax residence may require reporting of foreign entities, assets and income.

Can real estate be held by an LLC?

Potentially, but financing, insurance, tax and succession should be reviewed first.

Next step

Agenda em configuração

Nossa equipe recebe seus dados e retorna para organizar uma conversa inicial, sem compromisso.