OCSL Services
Wealth Planning Services delivered to individual and corporate clients Advisory services · Wealth and investment planning using trusts and corporate entities; · Independent review of wealth planning solutions created by other service providers; · Administration advice for trust and foundation structures; · Tax efficiency advice for cross-border trading and commercial ventures; · Low to moderate complexity tax advice for US, UK and Irish tax matters. Trustee/foundation council/corporate protector services · OCSL now has a Nevis domiciled subsidiary that can act as a professional trustee; · TFPS (Nevis) Ltd. can also deliver foundation council and corporate protector services; · The executive directors are Isle of Man based and a Nevis lawyer is a non-exec.; · Fees are very competitive as we have low-overheads. Solutions structuring · Trust/Trustee* services and advice for most jurisdictions; · Private Trust Company (PTC) services and advice for all PTC jurisdictions; · Establishment of “white label” trustee companies and other trust arrangements; · Drafting of trust deeds and other trust establishment and/or administration documents; · Assistance with the incorporation and administration of corporate entities, in many jurisdictions, including funds, · Formation of foundations and hybrid structures such as pension trusts; . Opening corporate/personal bank and investment accounts in multiple jurisdictions. Problem solving · Trust reviews & auditing plus rectification advice (particularly for “potential/actual problem” trusts); · Rectification advice for breach of trust and other legal issues faced by trustees and corporate service providers. Representative Services · Independent director/manager services (individual or corporate) including US individual nominee; · Nominee shareholder services; · Non-Executive Director/Manager services Training Services · Please see our "Ideology & Training" page. Other services · Multi-jurisdiction Fiduciary Consultant for organizations that deliver trust and/or foundation services. · Joint venture arrangements for boutique fiduciaries that wish to provide trustee and other fiduciary services. *OCSL is not licensed by the Bahamas Financial Services Board to provide trustee services directly so the trustee will be an affilaite of OCSL in another jurisdiction (with jurisdiction being dependent on the type of trust required and/or the domicile and/or residence of the Settlor). |