STRATÉGIQUE

PRIVÉ

The central coordination
of all advisors

The central coordination
of all advisors

Our approach aims to bring together the right expertise and create lasting synergies to execute complex tax, legal, and financial services.

No credit card required.

Photo by KATRIN  BOLOVTSOVA: https://www.pexels.com/photo/a-woman-sitting-at-the-table-6077355/

STRATÉGIQUE

PRIVÉ

Our Vision

Optimize tax efficiency while ensuring full compliance.

The goal is not only to optimize, but to structure, protect, grow and transfer wealth with vision, elegance and precision. Contact our experienced team for personalized and strategic advice tailored to your specific needs.

Our Vision

Optimize tax efficiency while ensuring full compliance.

The goal is not only to optimize, but to structure, protect, grow and transfer wealth with vision, elegance and precision. Contact our experienced team for personalized and strategic advice tailored to your specific needs.

Accounting & Service Banking

We ensure a clear understanding of tax impacts, adequate documentation and consistent execution

Accounting & Service Banking

We ensure a clear understanding of tax impacts, adequate documentation and consistent execution

International Tax Planning

Our advisory services offer an integrated approach combining U.S. taxation and international taxation, asset structuring, governance, corporate services and coordination of trusted professionals.

International Tax Planning

Our advisory services offer an integrated approach combining U.S. taxation and international taxation, asset structuring, governance, corporate services and coordination of trusted professionals.

Legal Service & Structuring

Legal services are provided by independent partner firms, under their respective professional responsibility.

Legal Service & Structuring

Legal services are provided by independent partner firms, under their respective professional responsibility.

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Clients

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Partners

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Impact

STRATÉGIQUE

PRIVÉ

Meet our experts & partners

Meet our experts & partners

All the necessary work to simplify your life.

All the necessary work to simplify your life.

We work as a modular office with an adaptable structure according to size, complexity and geographical location of assets or your specific needs.

We work as a modular office with an adaptable structure according to size, complexity and geographical location of assets or your specific needs.

  • Photo by Pavel Danilyuk: https://www.pexels.com/photo/four-people-working-in-the-office-7654176/

    Rina R. Morgan

    CEO & Financial advisor

  • Photo by KATRIN  BOLOVTSOVA: https://www.pexels.com/photo/grayscale-photo-of-a-female-lawyer-sitting-on-a-chair-6077440/

    Shelby Woods

    Legal advisor

  • Photo by Atul Mohan: https://www.pexels.com/photo/professional-businessman-smiling-in-office-corridor-36645466/

    Isiah T. Brook

    Business Analyst

  • Photo by Pavel Danilyuk: https://www.pexels.com/photo/four-people-working-in-the-office-7654176/

    Marco West

    Financial advisor

Partners

STRATÉGIQUE

PRIVÉ

STRATÉGIQUE

PRIVÉ

Other Investment & Taxation

Our services include prior tax analysis, structuring holdings, tax optimization during sale or transmission, as well as coordination with legal advisors involved.

Artwork and Art Taxation

We support collectors, estates and private structures in tax and strategic issues related to auctions and the disposal of works of art.

Photo by Emma Bauso from Pexels: https://www.pexels.com/photo/man-and-woman-facing-a-painting-2253869/

Philanthropic projects

  • Tax analysis related to donations and philanthropic initiatives. Integration of philanthropy into comprehensive tax planning. Coordination with legal, tax, and relevant organizations.

Photo by Mikhail Nilov from Pexels: https://www.pexels.com/photo/a-person-holding-pen-and-paper-7734568/
Photo by Pavel Danilyuk: https://www.pexels.com/photo/four-people-working-in-the-office-7654176/
Photo by Vanessa Garcia : https://www.pexels.com/photo/photo-of-man-sitting-beside-wooden-table-6326394/
Photo by Serena Koi from Pexels: https://www.pexels.com/photo/photo-of-brown-sofa-on-wooden-flooring-3869680/
Photo by Leeloo The First: https://www.pexels.com/photo/a-woman-writing-on-a-document-7247401/
Photo by KATRIN  BOLOVTSOVA: https://www.pexels.com/photo/grayscale-photo-of-a-woman-looking-at-a-document-6077496/
Photo by Pușcaș Adryan from Pexels: https://www.pexels.com/photo/modern-minimalist-living-room-with-stylish-decor-32246936/
Photo by August de Richelieu: https://www.pexels.com/photo/businesspeople-talking-4427611/
Photo by RDNE Stock project: https://www.pexels.com/photo/business-people-standing-together-having-a-coffee-break-5922322/
Photo by Pavel Danilyuk: https://www.pexels.com/photo/four-people-working-in-the-office-7654176/
Photo by August de Richelieu: https://www.pexels.com/photo/businesspeople-talking-4427611/
Photo by KATRIN  BOLOVTSOVA: https://www.pexels.com/photo/grayscale-photo-of-a-woman-looking-at-a-document-6077496/
Photo by Serena Koi from Pexels: https://www.pexels.com/photo/photo-of-brown-sofa-on-wooden-flooring-3869680/
Photo by Leeloo The First: https://www.pexels.com/photo/a-woman-writing-on-a-document-7247401/
Photo by Vanessa Garcia : https://www.pexels.com/photo/photo-of-man-sitting-beside-wooden-table-6326394/
Photo by RDNE Stock project: https://www.pexels.com/photo/business-people-standing-together-having-a-coffee-break-5922322/
Photo by Pușcaș Adryan from Pexels: https://www.pexels.com/photo/modern-minimalist-living-room-with-stylish-decor-32246936/

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