WEALTH MANAGEMENT consulting service

We specialize in providing tailored support to HNW Individuals, families, and corporations transitioning to the U.S.  Our comprehensive consulting services ensure a smooth relocation experience, addressing every aspect of the process—from logistical and legal complexities to personal adjustments.

KEY SERVICES

1. Relocation Planning and Coordination

• Comprehensive planning of the relocation timeline and logistics.
• Assistance with transportation and shipping of personal belongings or corporate assets.

2. Immigration and Visa Assistance (referal affliates)

• Expert guidance on visa applications, work permits,  and residency requirements.
• Support in navigating the complexities of U.S. immigration laws and policies.

3. Housing and Real Estate Support

• Assistance in finding and securing suitable rental or purchase housing.
• Professional negotiation of leases and management of  real estate transactions.

4. Language Integration

• Access to language resources and classes to ease adaptation.

5. Taxation and Financial Advisory (referal licensed tax & financial advisors):

• Expert advice on managing U.S. taxes, currency exchange, and banking systems.
• Guidance on relocating investments, pensions, and assets to the U.S.

6. Education and Family Services

• Support in selecting schools, daycares, and colleges tailored to family needs.
• Assistance with accessing family healthcare services and integrating into the community.

7. Corporate Relocation Consulting (for Businesses)

• Comprehensive planning for relocating employees or  entire offices.
• Assistance in setting up U.S.-based business operations, including regulatory compliance and market entry strategies.

8. Legal and Administrative Assistance (referal affliates)

• Ensuring compliance with U.S. laws and regulatory requirements.
• Assistance with essential documentation, including  work contracts, healthcare enrollment, and obtaining driver’s licenses.

Our goal is to provide unparalleled expertise and personalized solutions, ensuring a smooth and successful relocation experience for our clients

AREA OF SERVICES: Los Angeles County, Orange County, San Jose, and Las Vegas