top of page

Services

contract.png

Fiduciary

  • Assistance in the process of incorporation and annual maintenance of companies/trusts/foundations with renowned providers. Completion of all KYC forms required by the local providers

  • Coordination of the process of formation and structuring of fund investment vehicles through interfacing with providers, law firms, custodians, and accountants.

  • Preparation of local Wills

  • Support on the liquidation process of entities, including Liquidator Services

  • Redomiciliation of entities 

  • Corporate Governance, which includes the preparation of resolutions reflecting changes of shareholders and directors, as well as, the company’s capital increase and decrease. It is important to note that we can assist clients with this specific demand, even if the entity is not under our administration.

  • Bank account opening assistance

budget.png

Accounting

  • Preparation of financial statements for international and US entities according to IFRS

  • Support on filing of local obligations in Brazil, including preparation of Brazilian DCBE (Statement of Brazilian Capitals Abroad)

  • Preparation of Brazilian DCBE (Statement of Brazilian Capitals Abroad)

evaluate.png

Compliance

  • Qualification and preparation of W-8BEN-E 

  • Assistance with local FATCA and CRS requirements

  • Application of LEI Number  / MLRO

customer-service.png

U.S. Related Services

  • Filing of US Tax ID and coordination of all location filings and annual declarations.

  • Real estate transaction support 

  • Legalization and notarization of documents

30 Years of combined experience

Our Key Advantages

  • A unique characteristic is that we deal with providers, banks, law firms, family offices, accountants, without being perceived as a direct competitor.

  • Data Security achieved with the use of an encrypted and proprietary server.  Our clients can rest assured that their personal information is safely stored and will remain confidential.

  • Through our vast experience, our professionals ensure that complex structures are explained in a simple and accessible manner.

  • Single point of contact for clients dealing with multi-jurisdictional planning.

bottom of page