services

Evaluation and Advisory

Each new client matter begins with a thorough review of goals and means, including commercial and legal feasibility, logistics, profitability and tax planning.

Due Diligence

It's not just understanding the laws and regulations that govern both sides of your transaction. It's about knowing your counterparties well enough to trust them with your reputation.

Strategy and Tactics

Good tactics help close deals on time. Good strategy helps sustain business presence and goodwill in the market. Strategy and tactics often need to adjust when crossing international borders.

Documentation and Implementation

Once the paperwork is completed, implementing a transaction includes monitoring contract performance, inspections, funds flow, adjustments and closings.

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Confidentiality and Security

Transaction confidentiality is part of the bond between fiduciary and client. In some cases, communications are protected by law. Cybersecurity has become critically important when conducting cross border transactions, protecting operating systems and client data.

Closings, Escrows, Funds Flow

Trade and financial transactions often require multiple inputs from merchants, banks, lawyers, escrow agents and others cooperating in real time to close a transaction. It can be a delicate balance, and time is always of the essence.

Transaction related services

Service Areas

Mercantile, trading
Import-export
Real estate
Asset transfer
Capital formation
Banking, finance
Public relations
Regulatory compliance
Strategic business relations
Restructuring, exiting
Dispute resolution
Risk management

Special Issues

Public relations
Intellectual property protection
Currency exchange
Tax planning
Insurance and risk management
Cybersecurity
Merger and reorganization
Import - export restrictions
Dispute resolution
Coordination with outside professional services
Force majeure

About our clients

Individuals

In addition to business transactional services, we provide personalized cross border concierge services to individuals and their families, including relocations and international student services.

Corporations, Partnerships, LLCs

We focus on establishing effective working relationships with boards of directors and corporate officers of our clients. Many of our fiduciaries have backgrounds in corporate law and management.

Family Offices, Trusts, Professionals

Extra service is given where extra service is requested. Satisfying the high expectations of other professionals is our specialty. Taking pride in our services, we share each client's expectation for success.

How our fees work

Traditional retainers are available

A fixed amount is charged for a fixed period of time, such as a quarter or a year. Fees are not based primarily on the amount of time spent, but on the level of expertise required and the desired result. Under this fee arrangement, clients do not get billed for time and expenses, unless they want to.

Project based fees

Both fixed fees and contingency fees are available for project based and other short duration engagements.

Traditional hourly billing

We accommodate clients who prefer hourly billing on a periodic basis.

A word about our fees

We are transaction specialists

We can best serve clients who are actively involved in transaction planning and implementation. Sometimes we are called in to restructure transactions already in progress or to resolve disputes.

If you are seeking general business advice

It might not be economical to retain us unless you have a specific transaction in progress, or actively in planning.

As a general rule of thumb

A client's transaction value or risk exposure should have a minimum threshold of $500,000 to make our services a good value proposition.