The specialized partners of ExportUSA offer a combination of financial management and strategic family asset investment planning services
The financial management companies with which ExportUSA collaborates are able to manage all of a family's financial situations, including family office services for all real estate properties located in the United States.
Family Asset Management and Private Investment Services in the United States - Family Office Services
The management of individual and family assets demands the same services and the same sophistication that the financial management of a company does
Through US financial management companies, ExportUSA offers all asset management services necessary for the United States
Adaptation, planning and structuring of investment assets in the United States to minimize liabilities caused by taxation;
Treasury management;
Concierge services;
Consolidate Financial Statement and auditing of invested assets;
Preparation, analysis and revision of periodic financial reports;
Consultancy for life and disability insurance;
Equity investment risk management in the US;
Succession planning for assets invested in the United States;
Administration and planning of trusts and real estate properties;
Protection of investments and strategies for distributing the assets invested in the US;
Coordination of the process of transferring assets within the family;
Business succession;
Creation of real estate properties/assets and trust funds to manage equity invested in the United States;
Federal and state tax returns on real estate properties, taxes on donations and taxes on trust income;
Legal and informal trust reports;
Pensions and IRA distributions;
Post-mortem planning and termination of the entity;
Qualified domestic trusts;
Qualified terminable interest properties, QTIPs.
DISCLAIMER
The information contained in this article does not constitute legal advice or professional consultancy of any kind; it is provided solely as general, explanatory information. Please also note that ExportUSA is neither a law firm nor an accounting firm. We strongly advise against making decisions based solely on the content of this page, as the information provided may be outdated or contain inaccuracies. Readers should always seek guidance from qualified professionals before acting on any information presented here.
DISCLAIMER
The information contained in this article does not constitute legal advice or professional consultancy of any kind; it is provided solely as general, explanatory information. Please also note that ExportUSA is neither a law firm nor an accounting firm. We strongly advise against making decisions based solely on the content of this page, as the information provided may be outdated or contain inaccuracies. Readers should always seek guidance from qualified professionals before acting on any information presented here.
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