Core services
Tax compliance and wealth structuring across the full life cycle, for families and business owners with overseas status or assets.
Six services
We help clients sort out global income from Hong Kong insurance, offshore bank accounts and securities, respond to self-review requests from the tax authority, prepare back-tax plans and carry out the filing strategy that follows.
For US green card holders, US citizens and taxpayers who meet the substantial presence test: federal income tax filing, application of multi-state tax law, overseas income reporting and the related schedules.
For individuals and families under the tax jurisdiction of two or more countries: a systematic analysis of tax impact, resolution of double taxation and a long-term compliance framework.
Using the characteristics of offshore jurisdictions, we tailor family trust structures that balance asset protection, succession and tax efficiency, particularly for families spanning China, Hong Kong, Singapore and the US.
At the critical stage of an immigration application, we assess tax obligations under each status in advance and design a transition-period strategy to avoid major tax risk when status changes.
We help clients set up companies in mainstream jurisdictions such as Hong Kong, BVI, the Cayman Islands and Singapore, with registration, corporate secretary and nominee director services.
Tax service workflow
Canada
For new immigrants, Canadian tax residents with overseas assets, and Canadian companies and the self-employed.
A first 30-minute consultation can be booked. An expert will review your status, assets and compliance position with you.
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