Partnerships
For partners
For attorneys, accountants, family offices, wealth managers, brokers, and immigration consultancies with clients moving to the United States. You keep doing what you do best; we take care of the client's financial and business life in the U.S.
Who we work with
- Attorneys and accountants
- Clients with succession, companies, or assets abroad who need structure in the U.S.
- Family offices and wealth managers
- Families moving to or investing in the U.S. who need protection and succession in dollars.
- Immigration consultancies
- Clients who already have a visa path and need the financial and business plan.
What we bring to your client
- Company in the U.S.
- Soft landing, structure, and exporting products and services.
- Family transition
- The financial plan for the move, with licensed partner attorneys.
- Protection and succession
- Structures, dollar life insurance, and an organized estate.
How it works
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Referral
You introduce the client and the context of the case.
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Joint assessment
We understand the goal with you and the client, in the right order.
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Coordinated execution
Everyone does their part, with one advisor coordinating.
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Updates to you
You follow the progress. The client remains yours.
Any compensation between partners follows the insurance and securities licensing rules of each country.
Let's talk about a partnership.
Tell us who your clients are and how we can work together.