OCSL Group Intl wealth planning fiduciary consultant service

International wealth planning & fiduciary consultant services

OCSL delivers valuable services to all our clients including a free enquiry offer! See below

Structuring investments and commercial trading ventures

Approach

OCSL delivers customized and confidential solutions to international clients who require wealth planning and fiduciary consultant services.

Assisting individual clients

OCSL assists individual clients with wealth and estate planning issues including establishing trusts and corporate entities worldwide. We can also offer financing options as well as road-tested investment opportunities and referrals to asset managers with excellent track records.

Support Services to Corporate Clients

OCSL has corporate clients who benefit from our Fiduciary Consultant services where we deliver fiduciary expertise on a “pay as we play” basis. In such cases, our corporate clients will have direct contact with beneficial owners and other end-user individuals meaning that we often deliver required services in the background and unknown to the end users.

Our other support services include

Drafting trust deeds and trust event documents
Delivering advice on trust & foundation administration issues
Nominee services to corporate entities including director/manager services
Opening bank and investment accounts for corporate entities
Multi-jurisdiction tax advice delivered through business partners

Our Services

Initial Enquiries

As we are often dealing with complicated cross-border transactions or tax issues, OCSL Group offers a “no charge” initial enquiry service. Further services are delivered to clients via an upfront fee quote.

Focus

Wealth Planning

We are focused on wealth planning and advise clients across the world on wealth management, estate planning issues and cross-border trading ventures. Please see our wealth planning page for more information.

Delivery

Tax Efficiency

OCSL specializes in delivering tax-optimized structuring for individual and corporate clients. We can provide for tax deferrals and other significant tax savings utilizing our tax-focused business partners in multiple jurisdictions. OCSL also offers a tax-efficiency service geared to benefit expatriates from 6 mainly English-speaking nations. Contact us, for more information, and also for non-English tax advice.

Expertise

Trusts & Private Foundations

OCSL has vast experience in using trusts and private foundations for wealth and estate planning purposes. We can also now deliver trustee, foundation council and corporate protector services through the Group’s private trustee companies. Please see our Wealth Planning page for details.

Updated information about Trusts for US and non-US clients

Manage

Management Services

Both internally and through our business partners, OCSL can deliver highly experienced executive and non-executive directors/managers. We also offer nominee services including shareholder services and a US citizen nominee director/manager.

Partnership

Joint Ventures

OCSL Group offers mutually beneficial collaboration and joint-venture opportunities to other boutique service providers. Please see our Business Partners page for more information.

Some one handing over a folder point to a section on the page

Knowlege

Multi-Jurisdiction Experience

The OCSL Group CEO has more than 35 years of trust business and wealth planning experience. He also claims to be the only trust professional in the world to have held senior-level roles in 17 jurisdictions. None of our competitors can match that level of knowledge and experience.

Clients in

20+

Countries

In business for

25+
years

Partners that cover

75%+
of the world

Testimonials

I have worked with the OCSL Group and its founder Ed Rogers (EJR) for more than 10 year.

We rely on OCSL Group, for fiduciary advice, because I cannot think of any trust professional, throughout the world, who possesses the multi-jurisdiction trust knowledge that EJR enjoys.

I am delighted to be able to recommend EJR and the OCSL Group to prospective clients.

Jaswinder Sekhon

Principal, Goldman Law

I commend the OCSL team for their consistent professionalism in wealth planning and their “out of the box” thinking.

We have been working together, for years, and I have always been impressed with the skill, foresight, and diligence that Ed Rogers displays as a fiduciary consultant and wealth planner.

I have come to know the OCSL team as knowledgeable, experienced, and flexible professionals who are also astute business people.

Svetla Pencheva

Managing Director, SPDF Group

With OCSL Group’s help, we expect to expand the trust services that our Hong Kong-licensed TCSP is currently delivering to clients because OCSL Group has proved to have vast trust knowledge and experience.

OCSL Group has also proved to be very helpful whenever we require legal, banking or asset management services outside of Hong Kong.

Thus, we wish to recommend OCSL Group to our clients and contacts.

Andrea Bartoli

Owner, Vera TSCP Limited

Frequently Asked Questions

I don’t want to pay any taxes. Can you help me?

The answer is generally “no way Jose” depending on how you want to live and where you want to live? Nevertheless, OCSL Group can possibly assist you to obtain long-term tax deferrals by tax-efficiently restructuring your business and personal affairs.

How can a trust or foundation benefit me?

The answer will also depend on where you live and what you are trying to achieve? The main benefit of fiduciary entities is that they hold assets on your behalf, which means that those assets are no longer directly owned by you. That can offer asset and creditor protection benefits and also result in certain tax benefits. A trust or foundation can also deliver succession planning benefits so as assets can be passed to your heirs without going through probate (or any civil-law equivalent) and possibly also free of inheritance taxes.

I want to establish an investment fund. Can you help me?

OCSL Group can assist to establish regulated funds, in various jurisdictions, and also unregulated funds in the Netherlands. We can also obtain all fund resources needed including fund administration and/or fund accounting services, compliance, banking and custodian services. We can also assist with the incorporation and licensing of fund managers if required. OCSL Group has also assisted investment managers to establish PAMM/MAM accounts with regulated trading exchanges when an investment manager does not yet have sufficient fee income to establish a fund.

I need an experienced non-executive director. Do you know of any?

The CEO of the OCSL Group, Ed Rogers, has been a director of over 600 companies in multiple jurisdictions including holding, trading, investment, corporate services, fiduciary, and corporate protector companies. Though our business partners and affiliates, we can also offer corporate directors/managers and corporate nominee shareholder services. We also partner with individuals who are willing to act as independent nominee directors and managers including a US citizen nominee.

I need banking, tax advice and loan financing for a sophisticated commercial cross-border trading venture. Can you help?

In an era where major retail banks are de-risking, trading and commercial ventures often struggle to obtain business banking facilities. Working through our business partner network, OCSL Group often can furnish the solution to these issues. We also have tax advisor affiliates, in many jurisdictions, who can furnish cross-border tax advice including personal tax advice for business and beneficial owners. OCSL Group also has business partners who specialize in loan and project financing when needed.

I want to invest in crypto currencies. Do you know how I should do it?

Our alternative investments company, Cavehill Investments Limited (CIL), retains crypto specialists who can advise on all aspects of owning and investing in crypto currencies including the pros and cons of using crypto exchanges. We can also advise on the use of online “hot” wallets and offline “cold” wallets for holding crypto and digital assets. CIL can also analyze crypto & forex investment opportunities to determine whether they are legitimate as the digital asset space is largely unregulated.