Our USA capability provides international families and advisors around the world with an invaluable option to address such legislation as FATCA and the US tax code in relation to cross-border planning.
Equiom’s pre and post immigration planning services
Immigration to the US is often complex and requires as much advance planning as possible.
Whether it is establishing a South Dakota trust with a non-US trustee or forming a domestic trust for US beneficiaries, Equiom has the local knowledge and expertise to support you during each stage of your immigration journey. Equiom work with leading US-qualified professional advisors and SEC-registered investment houses around the world to achieve optimal pre-migration structures.
Trust is something that is earned
We are proud to have an enviable reputation as leading professional trustees in the US earned from years of experience in the industry.
We understand the importance of protecting and enhancing the wealth of the individuals and companies we work with.
We offer the ultimate secure jurisdiction combining a very flexible but defined fiscal framework, as well as a major body of established trust law and the legal and regulatory infrastructure necessary to administer complex international trust structures. With increasing cross-border legislation such as FATCA and CRS, locating a trust in the US is becoming an increasingly attractive option.
Equiom can organise the initial establishment of a trust or foundation and administer it diligently to maximise the benefits. We will also ensure its legal and tax status is maintained, while providing regular accounting and financial reporting.
Our US fiduciary services include:
- Formation of family trusteeships / partnerships including US Dynasty and directed trusts
- Administering structures for US taxpayers globally
- Setting up of pour-over / decanting trusts for UNI / DNI from trusts administered by other non-US trustees
- Formation of US domestic trusts to hold residential property around the world involving occupation by a US beneficiary
- Establishment of US domestic trusts to buy and hold US commercial real estate
- Domestication into US of foreign trusts