FOCUS
Wealth Planning
Our wealth planning focus is tax efficiency, and we utilize trusts, foundations, private funds and special-purpose corporate entities to achieve the stated aim. We advise clients across the world on asset protection, estate planning, cross-border trading ventures and wealth management issues. Insurance, pension products and various investments can also contribute to tax deferral.
Contact
Website: www.offshore-consulting.net
Email: info@offshore-consulting.net
Phone: +44 7523 403 686
Please send an initial introductory message before calling, as unsolicited calls will not be answered.
Offshore Consulting Services Limited
OCSL is the lead company in the OCSL Group and its main role is to deliver international wealth planning services to clients across the world, using our CEO’s extensive multi-jurisdictional experience and vast network of professional contacts who are situated in all well-known international financial centers (IFCs). As we like to say, “if we don’t know it, then we know someone who does”!
OCSL also focuses on delivering tax-efficient structures for trading, investment and asset protection purposes including private funds.
In addition, OCSL offers a “Fiduciary Consultant” service in order to assist boutique fiduciaries, who wish to deliver trust and private foundation services, because our CEO is a long-experience fiduciary who has served as Head of Trust Services for two multi-office trust groups.
KNOWLEDGE
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.
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.
Contact
Website: www.ustrustadvisory.com
Email: info@ustrustadvisory.com
Phone: +44-7523-403686
Please send an initial introductory message before calling, as unsolicited calls will not be answered.
US Trust Advisory Services LLC
UTAS is a subsidiary of OCSL, which acts as its member manager.
UTAS is the OCSL Group company that delivers US wealth planning services. These services include arranging for the establishment of US domestic trusts as well as hybrid trusts for non-US persons, because hybrid trusts can be zero-tax and/or can minimize FATCA and CRS reporting requirements.
UTAS can also facilitate the incorporation of US C-Corps. S Corps, LLCs and other types of US entities including Limited partnerships.
In addition, UTAS delivers US tax advice and can arrange for the filing of US tax returns and filings for other US tax or reporting requirements.
UTAS also advises on US immigration visas and US visit visas too.
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.
Contact
Email: info@ocsl-group.com
Phone: +44-7523-403686
Please send an initial introductory message before calling, as unsolicited calls will not be answered.
TFPS (Nevis) Ltd.
Trust and foundation services
TFPS is a fiduciary services company in the group and was incorporated to deliver trustee, foundation foundation council/corporate director and corporate protector services.
TFPS has two long-experienced IOM resident TEPs, as executive directors, and a Nevis resident trust lawyer as a non-executive.
As well as acting as a trustee of Nevis trusts, TFPS can also act as a trustee of non-Nevis law trusts with our preferred jurisdictions being the Isle of Man and New Zealand.
TFPS will form and manage the unique Nevis multiform foundations and can act as foundation council to private foundations that are formed under the laws of other jurisdictions.
In addition, TFPS can act as a corporate protector to trusts and private foundations that are created in most jurisdictions with the exception of US domestic trusts. (See below).
Expertise
Trusts & Private Foundations
We detailed our vast fiduciary experience, on the Home Page, and please also be aware that OCSL are “trust administration” specialists. Because our CEO has been directly responsible for the administration of hundreds of trusts while most t senior trust lawyers have no “hands on” administration experience. Boutique fiduciaries that could benefit from such knowledge and experience should consider retaining our CEO as a Fiduciary Consultant.
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.
Contact
Email: info@ocsl-group.com
Phone: +44-7523-403686
Please send an initial introductory message before calling, as unsolicited calls will not be answered.
TFPS WY LLC
Trust, foundation and protector services
TFPS WY is the US fiduciary services company in the group and was incorporated to deliver trustee services to Wyoming trusts, foundation management services to Wyoming foundations and (corporate) protector services to all kinds of US domestic trusts.
TFPS WY has a long-experienced Wyoming licensed lawyer, as its sole member, and a Californian asset protection attorney as its operating manager, while our CEO serves as a fiduciary consultant to the LLC.
We can also assist to form other kinds of Wyoming entities including dedicated private trustee companies, multi-member LLCs, C-Corps, S-Corps, limited partnerships and statutory trusts.
Wyoming is great jurisdiction for asset protection trusts, and Nevis is too, because both have codified statutes of limitation for any legal challenges intended to set aside a trust.
Non-US citizens can also benefit from establishing a hybrid trust, under Wyoming law, because hybrid trusts may have no obligation to file US federal tax returns and they can also minimize FATCA and CRS reporting.