Our goal is to be your trusted advisor and project manager in your personal and financial affairs.

Wealth management and family office operations:

  • Strategic wealth management.  We will work with your present wealth management team or help you select new advisors to ensure that your long-term strategic plan is meeting your wealth objectives.
  • Liquidity event planning and execution using sophisticated business, tax and estate planning techniques to maximize value.
  • Oversight of your estate, tax planning, and wealth management professionals to ensure compliance with your strategic plan.
  • Offshore investment planning and execution.
  • Administrative services including bill pay, accounting and consolidated financial reporting.
  • Establishment and management of a family office.
  • Family governance and legacy planning.
  • Risk mitigation including property and sophisticated life insurance products.
  • Private aircraft and yacht management.
  • Internet, technology, and communications.
  • Human resource management.
  • Concierge medical services.

Project Management:

  • Expatriation.  John Prescott successfully directed and executed an incredibly complex and nuanced expatriation project.
  • Liquidity event planning
  • Construction management; aircraft and yacht acquisition and management
  • Family services as diverse as private school and college placement to elder care issues including in-home health care and assisted living arrangements.

Citizenship Planning:

  • Discovery
  • Analysis
  • Preparation
  • Expatriation

Find out more… Here

Legal services:

  • Legal services of all types
  • 24/7 availability in the event of a legal emergency
  • Estate and tax planning.
  • Trustee and Executor services.
  • Citizenship acquisition.  We are familiar with every legitimate citizenship by investment program in the world.